Salesforce offers a few ways to marry the emails, contacts and calendar from your email application to Salesforce. This means that you can surface the data from your email application to Salesforce and vice versa. This offers a few benefits like having a more complete picture of the customer inside CRM, information becoming visible to the wider team in your Salesforce Org, less switching between the applications, better productivity, better collaboration internally and with the customer etc.
The different options available for this integration are
- Email to Salesforce (Free)
- Outlook Integration / GMail Integration (Free)
- GMail Integration and Sync / Outlook Integration and Sync (Free)
- Einstein Activity Capture (Free for upto 100 Users)
- Salesforce Inbox (Paid)
- 3rd Party Products on AppExchange (Paid)
Each of these options have specific features along with their own pros and cons. In this blog, I have covered the 1st option – how to set up and use Email To Salesforce.
Email To Salesforce is an interesting feature in Salesforce that allows you to keep track of your email communications with the customers 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. When a user is sending an email, all they need to do is include this unique email address in Bcc line of their email. That’s it!
When Salesforce receives the email it will check the ‘To’ and ‘Cc’ email address(es) with the existing records in Lead and Contact and if found, that email will be stored as an activity under these records. If no match is found, the email will go to ‘My Unresolved Items’. The user then can manually assign those emails to respective records.
So without further delay let’s jump right to the step by step guide. In the next 10-15 minutes, you would be able to set it up on your own and your sales or marketing team will love you for that. 🙂
Here is what we are covering in this short guide:
- Activate Email To Salesforce
- Set Up Email To Salesforce
- Test Email To Salesforce
References & Suggested Readings:
- Help Article – Relate Emails to Records Using Other Email Applications – https://help.salesforce.com/articleView?id=email_my_email_2_sfdc_landing_page.htm&type=5