EmailMessage is a standard Salesforce object, and that’s how you get all of these great new email features. To enable Enhanced Email, go to setup menu, search for Enhanced Email, and click Enable button. All existing email sent prior enable enhanced email will NOT change.
What is the enhanced email feature in Salesforce?
When the Enhanced Email feature is activated, emails sent from Salesforce are logged as Email Messages and Tasks. The email messages are displayed in the Related List on the Object the email is sent from.
How do I connect my Gmail account to Salesforce?
From Setup, enter External Email in the Quick Find box, then select Send through External Email Services. Turn on one of the email services your company uses. Maria’s sales reps can now connect their Gmail accounts to Salesforce. But her reps need the standard user profile or the “Send Email through External Email Services” user permission.
What is the difference between emailmessage and enhanced email?
With Enhanced Email, emails sent from Salesforce are saved as both EmailMessage records and task records. But only the EmailMessage record appears on the email detail page. For emails added from Web-to-Lead, Salesforce for Outlook, and Lightning for Outlook, Salesforce stores the emails as task records, even if you have Enhanced Email enabled.
Where are the email messages and tasks displayed in Salesforce?
The email messages are displayed in the Related List on the Object the email is sent from. The Tasks are NOT displayed on records in Salesforce with Enhanced Email activated. To learn more, please review Considerations for Enabling Enhanced Email.
How do I enable enhanced email in Salesforce?
From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email.Click Enable.Update the Email Message page layout to: Add the Related To field. Then, your users can see which records are related to an email. Remove the Parent Case field from the Email Message page layout.
What is Salesforce enhanced email?
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.
How do I turn off enhanced email in Salesforce?
To edit the outbound email message in Salesforce, then Enhanced Email functionality should be Disabled. Click Disable. Now, try to edit outbound Email message on any object.
How do I turn on enhanced email in Lightning for Outlook settings?
Step 1: Click Setup and type “Outlook” in the quick find box. Then select “Outlook Integration and Sync”. Step 2: Enable the toggle button in Outlook Integration. Step 3: Enable the toggle button in “Use Enhanced Email with Outlook”.
How do I turn on email tracking in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I fix unresolved email in Salesforce?
In Salesforce Classic, access your unresolved events from the sidebar shortcut Unresolved Items. In Lightning Experience, click your profile picture, then click Settings | Email | My Unresolved Items. Quickly review unassigned items by type using the tabs Contacts, Events, and Tasks. View your unassigned items.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
Does Salesforce have email tracking?
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.
What is Salesforce Outlook integration?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
How do I enable integration in Outlook Salesforce?
From Setup, in the Quick Find box, enter Outlook , and then select Outlook Integration and Sync.Enable Let users access Salesforce records from Outlook.If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce.
How do I add Salesforce plugin to Outlook?
Installing the Salesforce Outlook Add-in (Mac)Find Salesforce in the add-in in the list and check the box in the Turn On column.Wait about 15 to 20 seconds and then open Microsoft Outlook.The Salesforce add-in should appear on your Outlook ribbon.
How do I add a Salesforce addin to Outlook?
Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins. In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store. Click the Add button to begin installation.
Tuesday, November 13, 2018
With Enhanced Email, emails sent from Salesforce are logged as Email Messages and Tasks, read this as: Salesforce create 2 records: 1 record in EmailMessage (02s) and 1 record in Task (00T). There is a field in EmailMessage point to Task called ActivityId.
Salesforce: Enhanced Email & Email Tracking
With Enhanced Email, emails sent from Salesforce are logged as Email Messages and Tasks, read this as: Salesforce create 2 records: 1 record in EmailMessage (02s) and 1 record in Task (00T). There is a field in EmailMessage point to Task called ActivityId.
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Is Salesforce and Gmail efficient?
The sales manager, Lincoln, hears that toggling between Salesforce and Gmail isn’t efficient for his reps, and it requires an unreasonable amount of context switching. Maria looks into whether Salesforce offers something to ease the pain.
Can Maria's sales reps connect to Salesforce?
Maria’s sales reps can now connect their Gmail accounts to Salesforce. But her reps need the standard user profile or the “Send Email through External Email Services” user permission. With either one, the next time her reps compose an email in Salesforce, a prompt appears. Then, her reps can start the setup process for connecting their email ...