- Open your Salesforce (Service Cloud) account
- Go to Setup (not Service Setup)
- Click Objects and Fields, and then go to Object manager
- Then click on Case
- Then go to Buttons, Links, and Actions
- Click on Email
- Now click Edit
- Now click on the magnifier in the Default Email Template line, and then select the email template you want to set as default
- Finally, click Save
- Open your Salesforce (Service Cloud) account.
- Go to Setup (not Service Setup)
- Click Objects and Fields, and then go to Object manager.
- Then click on Case.
- Then go to Buttons, Links, and Actions.
- Click on Email.
- Now click Edit.
How to configure different email settings in Salesforce?
Configuring Different Email Settings in Salesforce.com Click on setup link as shown above. Now go to Administer=>Email Administration=>Deliverability. Configuring Different Email Settings in Salesforce.com
How to set up default app in Salesforce Lightning?
Setting up default app in salesforce lightning 1 Make sure app is visible and default. (Go to Setup -> Profiles -> Select Profile -> App Permissions -> Edit -> Select... 2 Enable 'Use Identity Features'. Go to Setup -> Profiles -> Select Profile -> System Permissions -> Edit -> Select... More ...
What is email security compliance in Salesforce?
Email Security Compliance:- If we select this check box then it automatically adds sender field like [email protected] every email we send. Mass Email:- When mass email are sent to different recipients through salesforce, we have to know the status of the sent email there we have to enable notify sender when mass email completes check box.
How to increase the deliver ability of the email in Salesforce?
In salesforce.com, we have to different settings to increase the deliver ability of the email. They are Access to Send Email. Bounce Administration. Email Security Compliance. Mass Email. Transport Layer Security (SSL). Follow the steps shown below.
How do I set the default email in Salesforce?
Setting up Organization-Wide default Email AddressFrom the Salesforce navigation on the top right click Setup.Select Organization-Wide Addresses by: ... Click Add.Enter a display name in the Display Name field. ... Enter the alias email address in the Email Address field. ... Select Allow All Profiles to Use this From Address.More items...
How do I change my email sender in Salesforce?
In Salesforce ClassicClick your name.Click My Settings.In the Quick Find box, enter My Email Settings.Update the "What email address would you like to use as your return address?" field to the desired "Reply To" email address.Click Save.
How do I connect my email to Salesforce?
To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...
How do I enable email in Salesforce?
Set access level to 'All email' in LightningClick the gear icon.Click Setup.In the Quick Find box, enter Deliverability.Select All email for access level under 'Access to Send Email (All Email Services.)'
Can we change the user email in Salesforce?
Change the email address of a Salesforce User. Requirement: Email addresses can only be updated for Users that are listed as 'Active' on the User detail page. Whether it's a Salesforce User or the organization's administrator, change the email address in the details on User records to update contact information.
What is default workflow user's email address?
Default Workflow User's email address - The Default Workflow User is specified here: To define a default workflow User, go to Setup and enter Process Automation Settings in the 'Quick Find' box. An Organization-Wide Address - Your organization-wide email address.
Where can I find my email settings in Salesforce?
Edit Your Email SettingsFrom your personal settings, in the Quick Find box, enter My Email Settings , then select My Email Settings.Make your changes. Note Depending on your org's settings, if you change your email address, you can be prompted to confirm your identity.
Where is my email to Salesforce?
Open Salesforce and at the top of the page click on your name and select “My Settings”. On the left side of the screen, click on “Email”. Then select “My Email to Salesforce”. Your personalized Salesforce email address is the long email address that starts with “emailtosalesforce@”.
How do I manually add an email to Salesforce?
Manually Add Emails to Salesforce Records With Salesforce InboxClick on the gear icon in the upper right.Click Setup.In the Quick Find search on the left type 'permission sets'Click Permission Sets.Click the Permission Set labeled "Inbox With Einstein Activity Capture"Click Manage Assignments.More items...
How do I receive emails in Salesforce?
Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce....Enable Email to Salesforce for Your UsersFrom Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.Click Edit.Select Active.More items...
What is enhanced email in Salesforce?
Enhanced email allows email message records to be created across all object types where emails can be associated. These types include contacts, leads, accounts, opportunities, cases, campaigns, person accounts, and more. With enhanced email, emails are stored as email message records.