Log e-mails to records with email to salesforce

Created by Sjoerd van der van der Heijden, Modified on Tue, 26 Oct 2021 at 09:21 AM by Sjoerd van der van der Heijden

Email to Salesforce lets users assign emails to leads, contacts, opportunities, and other specific records in Salesforce. It’s an alternative for the Outlook or Gmail add-in.

  1. As admin of your organization you should first activate this feature for your environment. Go to: Setup > enter “email to Salesforce”

  1. Click “Edit”  and Activate this functionality. 

More information can be found on:


  1. An automatic e-mail will be send to your colleague users with a link through which they can setup this functionality for themselves.

  1. The user instruction is will be discussed in the following steps. First, go to your personal settings.

  1. Enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.

  1. 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.

  1. Under Email Associations, select options as needed. If you exclude multiple email domains from automatic association in Excluded Domains, separate them with commas. Finally, click Save.

  1. You’ve now setup the Email to Salesforce functionality. The e-mail will be logged to on the specific contact that Salesforce recognizes in your e-mail messages. Be aware that it will only log your e-mail correctly if the contact, including an accompanying email address, exists within your Venturelytic database. 

  1. Test the Email to Salesforce feature by replying to one of the messages in your inbox with your unique Email to Salesforce Address in the BCC. You’ll get notified once the e-mail was logged successfully.


  1. A few last tips for effective use of this feature:

  1. For easy access, add your Email to Salesforce address to the address book of your email program.

  2. To save a message as an email activity without sending it to another person, forward the email with your Email to Salesforce address in the To field. Make sure that no other email address is in the To, CC, or BCC fields. Salesforce receives a copy of the email and searches the From, To, and CC fields in the forwarded email for the email addresses of your leads and contacts. If any leads or contacts are found, Salesforce saves the email in the Activity History related list on the appropriate record.

  3. Emails that come from excluded domains go to My Unresolved Items. From there, manually assign them or leave them unassigned.

For more information, check the following resource: https://help.salesforce.com/articleView?id=email_my_email_2_sfdc_landing_page.htm&type=5 

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