--- schema_version: "1" id: a8940cc2d8749c8e4ed09aadca22f0c6d11d750df6e41f2f484639da009057db title: How Does Email to Salesforce Work? collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_my_email_2_sfdc.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_my_email_2_sfdc.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: e8012714bb03fc1621480928b1054eaacbef5a4e2dc68e01f92a0478bbfbfcbc description: When you send email from external email applications, use Email to Salesforce to automatically relate those emails to your Salesforce leads, contacts, opportunities, and other specific Salesforce records. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # How Does Email to Salesforce Work? When you send email from external email applications, use Email to Salesforce to automatically relate those emails to your Salesforce leads, contacts, opportunities, and other specific Salesforce records. ### Required Editions
Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
When composing, forwarding, or replying to an email, you enter a special Email to Salesforce address in the BCC field (or any other recipient field). Salesforce receives a copy of the email. Depending on your configuration, Salesforce adds the email to the Activity History related list of the record whose email address matches the recipient’s email address, or to the My Unresolved Items page. From the My Unresolved Items page, you can manually assign the email to a record. Unassigned emails also appear in your open task list. ## Relating Emails to Leads, Contacts, and Opportunities If you configure Email to Salesforce to associate emails to matching leads or contacts, Salesforce searches the To and CC fields for the email addresses of your leads or contacts. If any leads or contacts are found, Salesforce saves the email to the Activity History related list on the appropriate record. If you configure Email to Salesforce to associate emails to matching opportunities, Salesforce searches the To and CC fields for the email addresses of your contacts. If contacts are found, Salesforce saves the email to the Activity History related list on all open opportunities, as long as the contact is assigned a contact role on the opportunity. If Salesforce can’t match any email addresses for recipients in the To and CC fields, an open task is created. If there are no customizations, such as triggers or workflow rules, in place that update the associations, the task is added to the My Unresolved Items page for manual association. If the association is completed by a customization, the task for the associated status is created, and it’s status is Closed. ## Relating Emails to Specific Records To relate an email to a specific Salesforce record, include the record ID in the subject line or body of the email. If you configure Email to Salesforce to associate email with matching leads, contacts, or opportunities, an unresolved task is created when an email is associated with a lead, contact, or opportunity using a record ID but not a matching email address. For example, you configure emails to be associated with matching leads. You then send an email directly to your Email to Salesforce address with a lead record ID in the body or subject line of the email. The email is associated with the lead, and an unresolved task is created. ## Getting Started When your Salesforce admin activates Email to Salesforce, you receive an email that contains your system-generated Email to Salesforce address. This address also appears in your personal settings. Access your personal settings to configure Email to Salesforce before you use it. #### See Also - [Considerations for Using Email to Salesforce](https://help.salesforce.com/s/articleView?id=sales.email_my_email_2_sfdc_considerations.htm&release=264.0.0&type=5 "Before you use Email to Salesforce, consider a few key points.") - [Set Up Email to Salesforce](https://help.salesforce.com/s/articleView?id=sales.email_my_email_2_sfdc_setup.htm&release=264.0.0&type=5 "To be able to use Email to Salesforce, start by configuring it.") - [Relate Emails to Your Salesforce Records Using Email to Salesforce](https://help.salesforce.com/s/articleView?id=sales.email_my_email_2_sfdc_using.htm&release=264.0.0&type=5 "Email to Salesforce lets you track your sales-related emails in Salesforce. Relate emails that you send with external email applications to leads, contacts, opportunities, and other specific Salesforce records.") - [Guidelines for Using Email to Salesforce](https://help.salesforce.com/s/articleView?id=sales.email_my_email_2_sfdc_guidelines.htm&release=264.0.0&type=5 "If you’re using Email to Salesforce, review a few key points for additional information.")