A Step by Step Guide to Email to Salesforce

Setting Up and Using My Email to Salesforce Is So Easy!

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Don’t know how to link emails you sent from Gmail or Outlook to Salesforce? Then, use Email to Salesforce.

Let’s learn how to do it in this tutorial.

What Is Email to Salesforce Address?

Email to Salesforce refers to a tool that helps you attach external emails to Salesforce’s leads, contacts, opportunities, and other records. By “external,” it means you’ve sent those emails from third-party email providers like Gmail and Outlook.

Using email to Salesforce can help you keep track of communications to every lead and enrich records’ data. It’s also beneficial for making decisions because if an opportunity is lost, you can always access historical information to see how you can do better for the next deal with the same account.

How to Set Up Email to Salesforce?

Follow these steps:

Step 1: Log in to your Salesforce account as an administrator and activate Email to Salesforce.

Step 2: Go to My Settings > Email to see your email to Salesforce address and provide external emails you use to email leads and contacts. After that, only emails sent from these addresses will be linked to your Salesforce records.

For detailed information, you can check this official guide from Salesforce.

Considerations for Using Email to Salesforce

When using email to Salesforce, keep in mind the following:

  • Email to Salesforce only supports matching on email standard fields (i.e., to and cc), not custom fields.
  • Invalid IDs or IDs for records you don’t have read access to will be ignored.
  • Email to Salesforce can match 50 email addresses at maximum.

You can check this official guide from Salesforce for more details.

Ways to Send Emails From Salesforce

There are two ways to send emails from Salesforce.

  • Send emails from Salesforce using your Gmail or Office 365 accounts. Your recipients don’t know you sent the emails from Salesforce. Note that this is available only for Salesforce Lightning Experience.
  • Send emails through email relay using your company’s SMTP mail server. Your recipients will see your emails coming from your company, not from Salesforce.

 

Salesforce & Outlook Integration for Sending Emails From Salesforce

While the above ways can help you relate external emails to the Salesforce database, the best practice to email to Salesforce is using an integration. Why? Because it’s faster and easier to keep your data in sync between platforms. And if you’re looking for this effective solution, then try Revenue Grid.

Revenue Grid’s productivity tool offers a Salesforce, Gmail, and Outlook integration that helps you manage your customer data seamlessly. You no longer need to manually send emails from Salesforce because it’ll auto-capture and -sync your data from all channels in real-time. No more switching back and forth between Salesforce and Outlook. No more copying and pasting email addresses.

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Another advantage of using Revenue Grid is that it allows you to send emails in batches from Salesforce, which eventually boosts your productivity and frees up your resources for more critical tasks. You can use your personal email addresses to send emails and personalize messages to better engage with leads.

Set up email to Salesforce easily with Revenue Grid

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