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 this option will not be displayed if you do not have email to salesforce enabled for information on this, please see enable email to salesforce enable email to salesforce 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 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 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 creates a unique email to salesforce address for each user customise 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 to access your settings, in salesforce itself (via a browser), please follow this outline 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 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”, all that we do is to insert the id configured for your user into the bcc field if errors with association occur, these have to be investigated with salesforce, our connector is not responsible