Link to Other CRM Records

an email can also be added to all other objects on the crm besides contacts and leads an email does not have to be associated to a contact or leads to be able to link to other objects associate to other crm records on outlook, go to your inbox select an email to open on the email connector panel, notice that a search is running to check if sender is a contact/lead on the crm if it is, then the details of the contact/lead is displayed on the panel if not add to contacts or leads, if desired if email is found on crm, then status is displayed as "email added to " click link button on " link email to other crm records? " from the dropdown select from the list of modules available from the crm if the module is already selected, enter the object's main field (such as opportunity name) on the search bar select the record if found you may also filter the list by toggling to "my records only" some modules, like opportunities, have a filter by status the email connector add on panel refreshes and the object selected is displayed at the bottom link emails to salesforce records automatically links emails to specific records within salesforce, such as contacts, accounts, or opportunities the email to salesforce feature needs to be configured in two phases your administrator needs to enable it for your organisation, then you as a user can configure how emails are associated in salesforce 1\ administrator enables the feature in your salesforce instance to enable in salesforce, your administrator needs to do the following from setup, enter email to salesforce in the quick find box, then select email to salesforce click edit select active 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 https //help salesforce com/s/articleview?id=sales emailadmin deliverability htm\&language=en us\&type=5 spf senderid domainkeys click save 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 2\ configure your saving options you can choose which types of records the email is saved to contacts, accounts, opportunities, etc you can also configure custom rules to dictate how they should be attached 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 unaric sidebar does not control how emails are associated when using email to salesforce feature, but inserts the id configured for your user into the bcc field if errors with association occur, these have to be investigated within salesforce for more information on options, please see salesforce’s documentation here use email to salesforce to relate emails to records