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Quick summary
The Email to Salesforce feature lets you automatically log emails to related Salesforce records by BCCing a unique Salesforce address. Setting it up takes just a few steps inside Salesforce Settings and works with any external email client like Gmail or Outlook.
Steps
- Go to the Profile icon on the top right and select Settings.
- Search for My Email to Salesforce in the Quick Find box and select it.
- Review your acceptable Email Addresses shown in the text field.
- Copy your unique Email to Salesforce Address to use when BCCing emails.
- Select Automatically assign them to related Salesforce records to enable auto-logging.
- Hit Save to apply your settings.
- Confirm the success prompt confirming your setting is saved.
- Open your preferred email client, compose an email, and add the Salesforce BCC address from Step 4 in the BCC field.
