Enable Email to Salesforce settings
- Dorian Port
The Email to Salesforce feature needs to be configured in two phases. Your administrator needs to enable it for your organisation, then you as a user can configure how emails are associated in Salesforce.
Administrator enables the feature in your Salesforce instance
To enable in Salesforce, your administrator needs to do the following:
From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.
Click Edit.
Select Active.
If you plan to configure Email to Salesforce to verify the legitimacy of the sending server before processing a message, ensure that the senders who you expect to use Email to Salesforce support at least one of these authentication protocols.
SPF
SenderId
DomainKeys
Email to Salesforce accepts the email only if the sending server passes at least one of these protocols and doesnāt fail any of them.
To configure Email to Salesforce to verify the legitimacy of the sending server before processing a message, select Advanced Email Security Settings.
Click Save.
To notify users that Email to Salesforce is activated, click Send Notification Email. Otherwise, click Skip This Step.
Salesforce creates a unique Email to Salesforce address for each user.
Customise your saving options
You can choose which types of records the email is saved to, Contacts, Accounts, Opportunities, etc. You can also configure custom rules to dictate how they should be attached. To access your settings, in Salesforce itself (via a browser), please follow this Outline:
From your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.
Enter your own email address in My Acceptable Email Addresses. If you send email from more than one address, separate each address with a comma.
Important: Your Email to Salesforce address accepts email only from addresses that you list here. If you donāt list an email address, email thatās sent to your Email to Salesforce address isnāt associated with any records.
Under Email Associations, select options as needed.
If you exclude multiple email domains from automatic association in Excluded Domains, separate them with commas.
Click Save.
iEnterprises do not control how emails are associated when using āEmail to Salesforceā, all that we do is to insert the id configured for your user into the .bcc field. If errors with association occur, these have to be investigated with Salesforce, our connector is not responsible.
For more information on options, please see Salesforceās documentation here: Use Email to Salesforce to Relate Emails to Records
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