how to setup my default email in salesforce

• 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

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 do I send an email from Salesforce?

Send through Salesforce: Users can also send email through Salesforce without integrating with an external email service. Email Relay: Send Salesforce email through your company’s email server. Lightning Experience and Gmail, use Send through Gmail. Lightning Experience and Office 365, use Send through Office 365.

What is the default email address for Salesforce classic?

Salesforce Classic and your email address ends in @gmail.com, @aol.com or @yahoo.com, you need to register for a domain that you control, and use this new domain for all of your emails sent from Salesforce due to the Domain-based Message Authentication, Reporting & Conformance (DMARC) policy at Gmail, AOL and Yahoo.

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 ...

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.)'

How do I change my email from Salesforce email template?

Customize the Email Address Change TemplateFrom Setup, enter All Experiences in the Quick Find box, and select All Experiences. ... Select Administration, and then select Emails.Under Email Templates, click. ... Under Email Templates, click. ... Click Save. ... To make customizations, edit the email template.

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.

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.

How do I create a pre configured email in Salesforce?

Now create an email template with the General Customer Support letterhead:Click the App Launcher .Enter Email Templates in the Search apps and items... box and select Email Templates.Click New Email Template.Fill in these details: Field. Value. Email Template Name. Public Facing General. Description. ... Click Save.

How do I change my email template in lightning?

Modify or Create Email Templates in Lightning ExperienceFrom the App Launcher, select Email Templates.Click New Email Template and enter a name.Click Select Folder, select a folder, and click Select Folder.Compose the email to use as your template.Click Save.

Users can send emails through the following methods

Send through Gmail: Send end user emails in Salesforce using Gmail accounts.

Considerations for Using Send through Gmail and Send through Office 365

Send through Gmail and Send through Office 365 allow Gmail and Office 365 Users to send their Salesforce email through their Gmail or Office 365 accounts. This is limited to emails sent through the Lightning Email Composer or certain emails sent via the API.

Additional considerations

Emails sent through workflows and triggers are still sent through Salesforce or Email Relay.

Considerations for Using Email Relay

Email relay automatically routes Salesforce-generated emails through your company’s mail service.

Additional considerations

For bounce management to work, your email server must allow the relaying of email sent from Salesforce.

Considerations for Using Send through Salesforce

Your users can send emails through Salesforce without integrating with an external email service. This a great approach if you’re using Salesforce Classic, need bounce management, or aren’t using Gmail or Office 365 with Lightning Experience.

Additional considerations

Emails may be flagged as spam by certain email providers if email authentication is not configured properly following the recommendations below.

Email Experience in Salesforce

Salesforce is a robust CRM that brings enhancements to all kinds of sales processes. Of course, this includes email experience.

Configure Letterheads and Email Templates

One of the best ways for your team to look professional while conducting business is to make sure that their correspondence is properly branded. Salesforce lets you customize your emails by adding a custom letterhead to them, and allows you to create email templates for specific types of communication.

Create an email template in Salesforce

Now that our letterhead is ready, let’s create a custom email template to put it to use. Just like with letterheads, search for Email Templates in the App Launcher. Click New and fill out the fields you need. Remember to change the folder to Public Email Templates. Otherwise, your email template won’t be available for users.

Organization-Wide Email Addresses

Another type of emails you can set up for your organization are organization-wide emails. They are common email aliases that your company uses (e.g. [email protected]). When enabled, users can select an organization-wide email address instead of selecting their own emails.

Use Send Later for Scheduled Emails

Using the activity tab to send emails to clients works great when you want to connect with them right that second. But sometimes your sales reps want to schedule an email to be sent at the most optimal time instead of sending it out immediately. That’s what the Send Later feature is for.

Send List Email

To send bulk email to Leads, Contacts or Campaigns Members in Salesforce Classic we had a feature called “Send Mass Email”. In Lightning, we can use “Send List Email” to do the same thing.

Integrate Outlook and Gmail with Salesforce

Sales reps spend up to 28% of their day sending and reading emails. For many of them it’s their second nature. If your company has just started using Salesforce, they might not be too happy about their new tools for contacting clients. And switching between two different applications is the opposite of productive.