How to configure Email to Salesforce : A Detailed Guide



Integrating email with Salesforce allows businesses to track and manage communications effectively within the CRM. Whether you're a business looking to streamline operations , configuring email to Salesforce enhances productivity and ensures seamless customer interactions. In this guide, we'll walk you through the process step by step.

Step 1: Enable Email to Salesforce

  1. Log in to your Salesforce account.

  2. Navigate to Setup (click on the gear icon in the top right corner).

  3. In the Quick Find box, type Email to Salesforce.

  4. Click on Email to Salesforce under the Email section.

  5. Enable the feature by checking the box labeled Activate Email to Salesforce.

  6. Click Save.

Step 2: Configure My Email to Salesforce Settings

  1. Navigate to your Personal Settings by clicking on your profile picture.

  2. Click Settings > Email > My Email to Salesforce.

  3. Copy your unique Salesforce email address.

  4. Set up Approved Email Addresses (e.g., your business email) to allow Salesforce to recognize incoming emails.

  5. Choose how emails should be associated with records:

    • Automatically assign emails to related contacts, leads, or opportunities.

    • Manually relate emails to specific records.

  6. Click Save.

Step 3: Add Your Salesforce Email Address to Your Email Client

For seamless tracking, add your Salesforce email address to your email client:

For Gmail Users:

  1. Open Gmail and go to Settings.

  2. Click on the Filters and Blocked Addresses tab.

  3. Create a new filter and add your Salesforce email address in the BCC field.

  4. Apply the filter to outgoing emails.

For Outlook Users:

  1. Open Outlook and go to File > Options.

  2. Navigate to Mail > Rules & Alerts.

  3. Create a new rule to automatically BCC all outgoing emails to your Salesforce email address.

  4. Click Save.

Step 4: Test Email to Salesforce Integration

  1. Compose an email from your registered email client.

  2. Include your Salesforce email address in the BCC field.

  3. Send the email to a contact or lead in your Salesforce database.

  4. Log in to Salesforce and navigate to the Activity History of the respective contact/lead.

  5. Verify that the email has been logged correctly.

Step 5: Automate Email Logging with Salesforce Integrations

For businesses looking for a more advanced setup, leveraging Salesforce integrations can help streamline email tracking. Some recommended tools include:

  • Salesforce Inbox – A premium tool that enhances email tracking, scheduling, and insights.

  • Einstein Activity Capture – Automatically syncs emails and calendar events to Salesforce.

  • Third-Party Integrations – Tools like Zapier and Mailchimp for automated email workflows.

Final Thoughts

By following this guide, businesses and Salesforce consulting in London professionals can ensure that all critical email communications are logged and easily accessible in Salesforce. Whether you're a business owner, integrating email with Salesforce can significantly improve customer relationship management and data tracking.

Need expert assistance? Our Salesforce consulting partner in London can help you optimize your Salesforce setup for maximum efficiency. Contact us today!

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