Turn on Enhanced Email in the Outlook integration and Sync setup page so sales reps can relate emails to relevant Salesforce records quicker and more easily.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
With Enhanced Email:
- Reps can relate emails to Salesforce records while composing the emails.
- Reps can relate an email to all relevant contacts, leads, and users.
- When reps relate an email to a relevant account, opportunity, case, or custom object, all contacts, leads, and individuals on the email are automatically related.
- Related emails maintain their rich HTML formatting, so emails have the same look and feel in Salesforce as they did in Outlook®.
Considerations for Enhanced Email with the Outlook Integration
Before turning on Enhanced Email with the Outlook integration, review the following considerations:
- Sales reps can relate an email to individuals, including contacts, leads, and Salesforce users who are included on the email recipient list.
- In addition to the email recipients, sales reps can relate an email to one more Salesforce record, such as account, opportunity, case, or custom object.
- For emails related to a case, sales reps can change the relationship to another case after deleting the original Email Message record. This action removes the original relationship.
- For emails related to a lead, sales reps can change the relationship to another lead if that lead is the email’s recipient or sender.
- For emails related to an account, opportunity, or a custom object record, sales reps can change the relationship to any other Salesforce records, except cases.