Table of Contents
- 1 Can you BCC in Salesforce email?
- 2 Does salesforce inbox automatically log emails?
- 3 What does Salesforce inbox do?
- 4 What is enhanced email in Salesforce?
- 5 How do I use email logs in Salesforce?
- 6 How does Salesforce for Outlook integrate with Salesforce?
- 7 Why should you look at contacts in Salesforce?
Can you BCC in Salesforce email?
When composing, forwarding, or replying to an email, you enter a special Email to Salesforce address in the BCC field (or any other recipient field).
Does salesforce inbox automatically log emails?
Emails sent from Salesforce Inbox App are automatically logged to Salesforce records’ Activity Timeline. This occurs on the Salesforce records where the recipient’s email is populated in the standard “Email” field.
How does BCC work in Salesforce?
BCC to Salesforce is a function within Salesforce CRM that gives sales reps the option to track sent emails to prospects and customers. By blind carbon copying a designated email address onto a rep’s emails, they’re able to log email activity under the Salesforce record associated to that contact.
How do I use BCC in Salesforce?
Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page. Enter your Email to Salesforce address in the BCC field. Enter the email recipients in the To and CC fields. Send the email.
What does Salesforce inbox do?
Salesforce Inbox is a fully integrated CRM and email management software that combines your email, calendar, and client management system to create a seamless sales experience.
What is enhanced email in Salesforce?
Enhanced Email gives you and your users a ton of email functionality to better drive your business processes, including the ability to relate emails to other records, add custom fields to emails, use triggers with emails, modify the email layout, and manage emails using the Salesforce API.
How does Salesforce email work?
A simple way to relate emails to Salesforce records is to use ‘Email to Salesforce’ which works by entering a special Salesforce generated email address in the bcc field of emails sent. This will automatically relate the email to a lead, contact, opportunity or other specific record.
What is log email in Salesforce?
With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. Logs contain information on each email, including the sender and recipient, date and time, delivery status, and any associated error codes. Email logs are in CSV format.
How do I use email logs in Salesforce?
Request an Email Log
- From Setup, enter Email Log Files in the Quick Find box, then select Email Log Files.
- Click Request an Email Log.
- Optionally, you can filter an email log to only include entries where a specific domain name or email address appears in a field, such as Recipient or Message ID Header .
How does Salesforce for Outlook integrate with Salesforce?
If this address is used as a bcc, Salesforce will try and match the to email address to a record in Salesforce and if a match is found will save the email as an activity, for example on a lead, contact or opportunity. Salesforce for Outlook is the Salesforce supplied tool for integrating Salesforce and Outlook.
What is ‘from’ email address in Salesforce?
Note:The ‘from’ email address will be the email address you set in your email settings. In the email settings, you set the sender name, the email address that will be used as the reply address for the email that is sent and also whether to bcc the reply address that you are using when emails are sent from Salesforce.
How to send emails from Gmail to Salesforce?
The Email to Salesforce functionality will work with gmail, so to copy emails to Salesforce bcc the generated email address and Salesforce will try to match the to email address to a record in Salesforce. There is also an additional feature that Salesforce offers to make this easier.
Why should you look at contacts in Salesforce?
That is why we advise you to have a look at Contacts. Contacts help you maintain the information about key decision-makers, key buyers and other influencers for a Salesforce account. Your marketing team needs contacts to send them promotional materials about your company’s products and services.