how to store emails in salesforce inbox

Select the corresponding email in MS Outlook Click on Email is saved in the Sidebar’s header Edit the fields as needed by clicking the 🖉 (Edit) icon next to them Click the Save button in the dialog to apply the changes in Salesforce

Full Answer

Where can I store my emails in Salesforce?

Whatever email application (Outlook, GMail, Yahoo, IBM Lotus Notes or any other) you are using, you can store these emails in Saleforce under Leads, Contacts or Opportunities in Salesforce as an activity. Once activated, the way this works is a unique “Email To Salesforce” address will be generated for every user in Salesforce.

Should I use Outlook or Salesforce email logs?

The latter is preferred and recommended: it also gives Outlook users the additional option of logging an email into Salesforce right as they are composing that email in Outlook, on top of being able to log emails from the Outlook inbox and sent items folders.

How do I represent outlook emails in Salesforce?

Outlook Integration has two ways to represent Outlook emails in Salesforce: Tasks, or Enhanced Emails.

What can you do with Salesforce and Microsoft Outlook integration?

Boost your team's productivity and keep communications in sync with the Outlook integration and the Outlook integration with Inbox. Bring together the two platforms you use everyday: Salesforce and Microsoft Outlook. View and work with Salesforce data directly in Outlook, create Salesforce records, and log emails and events back to Salesforce.

How do I save emails in Salesforce?

0:070:44Save Emails and Attachments to Salesforce - Outlook - YouTubeYouTubeStart of suggested clipEnd of suggested clipAll you have to do to save an email is go to add to Salesforce in the reply window. Select whichMoreAll you have to do to save an email is go to add to Salesforce in the reply window. Select which contact or lead you want the record to be associated with.

How do I save emails from Inbox?

Back up your emailSelect File > Open & Export > Import/Export.Select Export to a file, and then select Next.Select Outlook Data File (.pst), and select Next.Select the mail folder you want to back up and select Next.Choose a location and name for your backup file, and then select Finish.More items...

Where are Salesforce emails stored?

Emails and attachments are stored in objects in the org, they both count towards the storage limit. It's up to you to delete/archive attachments in order to manage their storage capacity. Salesforce doesn't delete attachments, emails, or any other data from customer orgs.

How do I save my emails to a folder?

Save a message as a file on your computer or in the cloudDouble-click to open the message you want to save, and on the File menu, click Save As.In the Save as dialog box, in the Folder pane, choose a folder, and then the location in that selected folder where you want to save the file.More items...

How do you upload emails to box?

In the All Files window, right-click the folder and select Settings. In the Uploading section, next to Email Uploads, check Allow uploads to this folder via email. Under Upload Email Address, Box displays a unique email address. To upload files into the folder, send files to this address.

How do I save to box?

If you have a file/folder or several files/folders that you would like to place in Box first, open Box and navigate to the place where you would like to put the files/folders. Press 'Upload' and point to the files you wish to upload. Box will do the rest. You can also drag and drop files in to the Box website.

What object are emails stored in Salesforce?

When Enhanced Email is enabled, Salesforce will create EmailMessage object. Emails sent from Salesforce are saved as Email Message records and Task records. There is a link from the Email Message record to a Task record, which is ActivityId field.

How do I show emails in Salesforce?

To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you'll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.

Is Salesforce inbox free?

Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox.

How do I store old emails?

On your desktop, simply right click on the email (or select multiple mails) and then select archive. On your smartphone, simply swipe left and then select archive. If for any reason you make a mistake, you can simply click undo and your mails will be returned to your Inbox.

Can you save emails to a hard drive?

In nearly all cases, all you need to do is to plug the hard drive into your computer with a USB cable and the drive is displayed to you in the file manager. From this point, all you need to do is to drag and drop your data files, such as your email archives, directly to this drive and they are copied.

How do you create a file for email?

2:004:36iPhone / iPad Mail - Creating Folders & Organizing Email - YouTubeYouTubeStart of suggested clipEnd of suggested clipLine it by okay I'm going to go into my inbox. Let's. Say I want to put this in a folder. I have itMoreLine it by okay I'm going to go into my inbox. Let's. Say I want to put this in a folder. I have it highlighted I go over here to the little folder icon.

What is related tab in Salesforce?

Related tab is the default tab for both users with and without Inbox, from here, users able to log email open to Salesforce. Also will display information related to People, Accounts, Opportunities, and Case, based on the email address of sender and recipients.

What is the default tab for Inbox?

Related tab, this is similar for users with and without Inbox, with the exception of "Log Email on Send" move to Compose tab for users who have Inbox permission, the default tab for Inbox users is Compose , instead of Related.