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Type the name of a template to search for in the “Search EmailTemplate” box and select the “Search” button. The connector will search your CRM system for the text entered and return any matching templates. You can then choose the template you wish to insert. You will be returned to the compose new email screen, where you can review the message before sending it.
Log Email on Send (Salesforce only)
If you are using Salesforce, when composing a new email or replying to an email, launching the connector provides a “Log Email on Send” option. This utilises Salesforce’s own “Email to Salesforce” feature, which inserts a unique email value into the .bcc field. When the email is sent, it will then be sent to Salesforce, to be associated with your records. In this case, we do not associate the email in Salesforce itself, Salesforce handles the association, depending on your email settings.
NOTE: This option will not be displayed if you do not have “Email to Salesforce” enabled. For information on this, please see