Log Email on Send (Salesforce)

If you are using Salesforce when composing a new email or replying to an email, launching the connector provides a Log Email on Send option. This utilises Salesforce’s Email to Salesforce feature, inserting a unique email value into the .bcc field. When the email is sent, it will then be sent to Salesforce to be associated with your records. In this case, we do not associate the email in Salesforce itself, Salesforce handles the association, depending on your email settings.

Enable email to Salesforce

The Email to Salesforce feature needs to be configured in two phases.

1. Enable in Salesforce

You need to be an administrator to perform these steps.

In Salesforce, navigate to Setup > Email > 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: SPF, SenderId, or DomainKeys.

Email to Salesforce accepts the email only if the sending server passes at least one of these 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

Click Save.

To notify users that Email to Salesforce is activated, click Send Notification Email. Otherwise, click Skip This Step. Salesforce will create a unique Email to Salesforce address for each user.

2. Customise your saving options

Once an administrator has activated Email to Salesforce, users can choose which types of records the email is saved to (e.g. Contacts, Accounts, or Opportunities). You can also configure custom rules to dictate how they should be attached. To access these settings:

In Salesforce, click your user avatar (My Profile) and select Settings.

Navigate to Email > 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.

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 to finish.

Unaric Sidebar does not control how emails are associated when using Email to Salesforce, it only inserts the id configured for your user into the .bcc field. If errors with association occur, these have to be investigated with Salesforce support.