Salesforce Docs Portal

Enable Email to Salesforce for Your Users

Let your users add email to Salesforce records. Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. That way, it’s easy to track sales-related communications.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
User Permissions Needed
To enable or disable Email to Salesforce: Modify All Data
  1. From Setup, enter Email to Salesforce in the Quick Find box, then select Email to Salesforce.
  2. Click Edit.
  3. Select Active.
  4. If you plan to configure Email to Salesforce to verify the legitimacy of the sending server before processing a message, ensure that the senders who you expect to use Email to Salesforce support at least one of these authentication protocols.
    • SPF
    • SenderId
    • DomainKeys

    Email to Salesforce accepts the email only if the sending server passes at least one of these protocols and doesn’t fail any of them.

    To configure Email to Salesforce to verify the legitimacy of the sending server before processing a message, select Advanced Email Security Settings.

  5. Click Save.
  6. To notify users that Email to Salesforce is activated, click Send Notification Email. Otherwise, click Skip This Step.

Salesforce creates a unique Email to Salesforce address for each user. Users view their Email to Salesforce address and customize their settings on the My Email to Salesforce page in their personal settings. For more information, see How Does Email to Salesforce Work?.

See Also