How to activate My Email to Salesforce for your organization Today, let's talk about how to set up my email to Salesforce. And first, a little explanation about what that is and what that feature gets you, and how it can help you. Basically this is a way-- and I'll switch to my email program here to show you how we might use it-- of communicating with our customers, and easily passing this communication inside of our Propertybase org. So you can see, I have the customer's address here and a brief note. And then in the BCC field, I have this long, kind of ugly, email address. You don't have to worry about remembering it, because it always starts with email to Salesforce-- and then you get a nice long code. And what it does once you email it is if this customer is my customer record, this will appear in the communication history. So for instance, if this was the contact record that I was talking about in the Activity History, there would be an email record here. So it's a really handy way to keep track of your communication. However, it's not really enabled by default. So from the System Administrator account, in order to enable it, you just need to go to the Setup menu. And we find our self on the Setup menu, we scroll down to the Admin set up-- because these are the controls for the org, not just your own personal account. And in the Email Administration section, click on Email to Salesforce. OK so if you are not a system administrator, you won't be able to do this because your administrator needs to activate it for your organization. So click on Edit. Click on Active. The advanced email security settings you don't need, unless you know what they are-- and you're using some serious information. So basically, next, you're going to be able to send out an email to everybody, and tell them what's going on, and that you've actually enabled the email to Salesforce feature. Or we can skip the step-- I'm going to do that at this point. And now the email to Salesforce feature is enabled. So that's how to set up the email to Salesforce for your organization. This doesn't cover the individual, which we'll cover in the next video. And you can get started, just like I said before, after that by finding your own personal email address and pasting it in the BCC field.
What is My Email to Salesforce?
My Email to Salesforce is a feature that allows you to paste a unique email address into the bcc field when communicating with your leads or customers. This automatically associates the email record with the related contact record to preserve all of your communication with your customers.
Why is My Email to Salesforce important?It is important to note that this video describes how to setup this for your organization, not for individual agents.
Email to Salesforce information.
Please sign in to leave a comment.