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  • Add Emails To Salesforce

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    nates280
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    To add emails to Salesforce so they are linked to records: 1) Copy your Email to Salesforce address by navigating to your name and clicking Setup then Email and My Email to Salesforce; 2) When replying to an email where the recipient is in Salesforce, paste the Email to Salesforce address in the BCC field; 3) The email will then appear in the recipient's Action Step History related list in Salesforce.

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    email

    Original Title

    Add Emails to Salesforce

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    To add emails to Salesforce so they are linked to records: 1) Copy your Email to Salesforce address by navigating to your name and clicking Setup then Email and My Email to Salesforce; 2) When replying to an email where the recipient is in Salesforce, paste the Email to Salesforce address in the BCC field; 3) The email will then appear in the recipient's Action Step History related list in Salesforce.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    14 views6 pages

    Add Emails To Salesforce

    Uploaded by

    nates280
    To add emails to Salesforce so they are linked to records: 1) Copy your Email to Salesforce address by navigating to your name and clicking Setup then Email and My Email to Salesforce; 2) When replying to an email where the recipient is in Salesforce, paste the Email to Salesforce address in the BCC field; 3) The email will then appear in the recipient's Action Step History related list in Salesforce.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 6

    Add Emails to Salesforce

    (To Be Linked to Records)


    1. Copy & paste your Email to Salesforce address a. Navigate to [YOUR NAME] then click SETUP on the drop-down list

    b. Click EMAIL in the Personal Setup section

    c. Click My Email to Salesforce

    d. Highlight & copy the email to Salesforce address

    2. Add an email reply to Salesforce (the recipient of the email must be in Salesforce) a. Choose an email whose reply you would like to store in Salesforce and click REPLY

    b. PASTE the email to Salesforce address in the BCC: field i. Click on the TO: button

    ii. Paste the email to Salesforce address in the BCC: field and click Continue

    3. View the email in the recipients Action Step History related list

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