To be able to use Email to Salesforce, start by configuring it.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
- 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 don’t list an email address, email that’s sent to your Email to Salesforce address isn’t 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.