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.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: All Editions |
Relate Emails to Leads, Contacts, or Opportunities
Relate emails sent from external email applications to leads, contacts, or opportunities.
- Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page.
- Enter your Email to Salesforce address in the BCC field.
- Enter the email recipients in the To and CC fields.
- Send the email.
Relate Emails to Leads, Contacts, or Opportunities
Relate externally sent emails to specific Salesforce records.
- Compose an email from an email account that you listed in My Acceptable Email Addresses on the My Email to Salesforce setup page.
- Locate the record ID of the record to associate the email with. The record ID is the 15-digit, case-sensitive, alphanumeric code at the end of the URL for the record.
- In the subject line or body of the email, type ref: followed by the record ID. For example: (ref: 701D0000000HQZy).
- Enter your Email to Salesforce address in the To, CC, or BCC field.
- Send the email.