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Submission: On May 26 via api from GB — Scanned from GB
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* Explore Email and Calendar Integration Products
* Test the Deliverability of Emails Sent Through Salesforce
* Email Action Considerations
* Fields Available on the Email Quick Action
* Send Email from a Record in Lightning Experience
* Confirm That Global Layouts Are Using the Correct Email Action
* Create Predefined Field Values for Email Recipients in the Send...
* Confirm That Record Layouts Are Using the Correct Email Action
* Troubleshoot the Email Action
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* Set Up Salesforce to Communicate with Microsoft® Exchange Using a...
* Learn About Lightning Sync for Microsoft® Exchange Features
* Fix Sync Issues for Lightning Sync Users
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* Resolving Your Synced Events
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* Access Salesforce for Outlook Settings and Tools
* Track the Versions of Salesforce for Outlook Your Users Run
* Choose Which Microsoft® Outlook® Items Sync with Salesforce
* How Your Contacts Sync with Salesforce for Outlook
* Customize Email Application Action Menus
* Searching for Salesforce Records in Microsoft® Outlook®
* Set Up Salesforce for Outlook on Your Desktop
* Assign Email Application Publisher Layouts to User Profiles
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* Reference Considerations for Moving from Salesforce for Outlook to...
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* Download the Salesforce for Outlook Installer
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* Add Microsoft® Outlook® Tasks to Salesforce Records
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* Define Data Settings for Salesforce for Outlook
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* Considerations for Running Outlook Integration and Salesforce for...
* Assign Users’ Sync Folders in Microsoft® Outlook®
* Learn How Enabling Recurring Events Affects Salesforce for Outlook...
* Define Sync Directions for Your Salesforce for Outlook Users
* Manage Your Salesforce for Outlook Configuration
* Uninstall Salesforce for Outlook After Migration
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* Learn About More User Training for Migration
* Define Advanced Settings for Salesforce for Outlook
* Add Microsoft® Outlook® Events to Salesforce Records
* Salesforce for Outlook
* Create Quick Actions for the Salesforce Side Panel Action Menu
* General Things to Know Before Replacing Your Sync Product
* Changing Your Salesforce for Outlook Login Information
* Create Cases from the Outlook Ribbon with Salesforce for Outlook
* Things to Know Before Rolling Out Capture
* Verify That You Meet the Next-Generation Product Requirements
* Set Up Create Case for Salesforce for Outlook Users
* Salesforce for Outlook Is Retiring
* Roll Out the Outlook Integration to Your Testers or Users
* Manage Your Repeating Events for Migration
* Test Your Next-Generation Product Rollout
* Install and Set Up Salesforce for Outlook
* Learn About the Support Differences Between Salesforce for Outlook...
* Edit Your Salesforce for Outlook Email Settings
* Salesforce for Outlook Supported Languages
* Have Sales Reps Prepare Their Events for Sync Migration
* Prepare Your Default Outlook Calendar for Event Sync Migration
* Configure Event Filters for Lightning Sync and Salesforce for Outlook
* Salesforce for Outlook Contact Filters
* Things to Know Before Replacing Your Contact Sync Product
* Specify Which Salesforce Fields Sync to Microsoft® Outlook®
* Learn About the Feature Differences Between Salesforce for Outlook...
* Hide Salesforce for Outlook Alerts
* Compare Salesforce for Outlook with the Next Generation Products
* Automatic Account Assignments for Synced Contacts
* Change Your Salesforce for Outlook Sync Folders
* Customize Your Salesforce for Outlook Sync Direction
* Customize the Fields That Sync Between Salesforce and Microsoft®...
* Delete Items Syncing with Salesforce for Outlook
* Define Matching Criteria for Salesforce for Outlook
* Edit Conflict Settings
* Outlook Configurations and Email Application Publisher Layouts
* Create Records Directly from the Salesforce Side Panel
* Define Data Sets for Salesforce for Outlook
* Salesforce for Outlook Default Configurations
* Set Up Email Options for Salesforce for Outlook
* Let Users Modify Salesforce for Outlook Settings
* Configure Contact Filters for Salesforce for Outlook
* Define Conflict Behavior for Salesforce for Outlook
* Organization-Wide Email Addresses
* Set Up Notes
* Guidelines for Working with Notes
* Share Notes in Lightning Experience
* Share Notes in Salesforce Classic
* Share Notes
* Add the Notes Related List to Page Layouts
* Considerations for Setting Up and Using Notes
* Protect Sensitive Data with Private Notes
* Notes
* Let Users Create Notes from the Chatter Publisher, Global Actions...
* Revert to a Previous Version of a Note
* Let Users Take Notes in the Salesforce Mobile App
* Turn Off Feed Tracking for Notes
* Enable Notes
* Download Sample Mail Merge Templates for Extended Mail Merge
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* Guidelines for Presenting Meeting Studio in Your Web Conferencing...
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* Meeting Preparation and Follow-Up with Meeting Digest
* Meeting Digest Troubleshooting
* Considerations for Using Merge Fields in Email Templates and...
* Use the Salesforce Merge Language in Classic Email Templates
* Engage with Customers and Prospects Using Meeting Studio
* Considerations for Using Meeting Studio
* Use Merge Fields for Visualforce Email Templates in Salesforce Classic
* Use Merge Fields in Email Templates and Letterheads
* Get Started with Salesforce Meetings
* Add the Meeting Studio Component to the Home Page for Quick Access
* Use Einstein Activity Capture with Salesforce Meetings
* Prepare to Use Salesforce Meetings
* Use the Salesforce Merge Language in Lightning Email Templates
* Considerations for Creating Extended Mail Merge Templates
* Select Who Can Use Meeting Studio
* Review the Sync Recommendations and Features for Salesforce Meetings
* Publish or Reply to a Tweet in the Social Intelligence Module
* View Related Social Content in the Social Intelligence Module
* Set Up the Social Intelligence Module
* View Personal Twitter Feed in the Social Intelligence Module
* Register a Personal Twitter Account in the Social Intelligence Module
* Learn More About Social Intelligence Module
* How the Components in the Social Intelligence Module Work
* Learn About Posts and Actions in the Social Intelligence Module
* Install the Social Intelligence Module
* Change Language Settings in the Social Intelligence Module
* Configure Permissions in the Social Intelligence Module
* Learn About the Top Posts View in the Social Intelligence Module
* Social Actions on Posts in the Social Intelligence Module
* Configure the User Interface for the Social Intelligence Module
* Configure Top Posts View in Social Intelligence Module
* Learn About the Application Tab Page in the Social Intelligence Module
* Configure Social Intelligence Module Authentication
* Guidelines for Creating Extended Mail Merge Templates
* Considerations for Using Extended Mail Merge
* Generate a Single Mail Merge Document
* Send Mass Email in Salesforce Classic
* Extended Mail Merge
* Set Up Extended Mail Merge
* Generate Mail Merge Documents Using Extended Mail Merge
* Turn On Extended Mail Merge
* Generate Mass Mail Merge Documents
* Respond to Event Invitations from Your Microsoft or Google Calendar
* Manage Your Syncing Events
* Run the Migration Assistant Readiness Check
* Report on List Emails
* Email: What’s Different or Not Available in the Salesforce Mobile App
* Access Migrated Configurations and Add Einstein Activity Capture...
* List Email Limitations
* Get Ready to Sync Contacts with Lightning Sync for Google
* Mass Email Limitations
* Assign Einstein Activity Capture User Permissions
* Get Ready to Sync Events with Lightning Sync for Google
* Considerations for Migrating to Einstein Activity Capture
* How Does the Lightning Sync Migration Assistant Work?
* Why Move from Lightning Sync to Einstein Activity Capture?
* Find the Migration Assistant in Your Lightning Sync Settings
* Turn Off Lightning Sync
* Manage Your Syncing Contacts
* Can My Company Make the Move Using the Lightning Sync Migration...
* Person Account Sync
* Understand and Plan for Einstein Activity Capture User Permissions
* Lightning Sync Migration Assistant Requirements
* Move Your Settings from Lightning Sync to Einstein Activity Capture
* Move from Lightning Sync to Einstein Activity Capture
* Get Acquainted with Einstein Activity Capture
* Contact Sync
* Manage Lightning Sync Users
* Kick Off Your Migration to Einstein Activity Capture
* Define Lightning Sync for Google Settings for Reps
* How Your Contacts Sync with Lightning Sync
* Lightning Sync User License Support
* Sync for Contacts Restored from the Recycle Bin
* Connection for Google G Suite Users
* Lightning Sync Connection Security
* Security Measures Specific to Your Connection Method
* OAuth 2.0 Connection for Microsoft Users
* Lightning Sync Transactions
* Contact Sync Filters
* Lightning Sync Security
* Contact Field Sync
* Run the Lightning Sync Connection Test for Google Users
* Service Account Connection for Microsoft Users
* Lightning Sync Design and Data Flow
* Connect Salesforce and Microsoft® Exchange Using an Exchange Service...
* Lightning Sync
* Tell Sales Reps How to Prevent Certain Google Calendar Events from...
* Choose and Configure a Method for Connecting to Microsoft® Exchange
* Learn About Lightning Sync for Google Features
* Prepare Salesforce for Lightning Sync
* Connect Salesforce and Microsoft® Exchange Using OAuth 2.0
* See the Big Picture for Setting Up Lightning Sync for Google
* Prepare Your Google Account for Lightning Sync
* Events Automatically Related to Contacts or Leads
* Event Attendee Sync
* Use the Outlook or Gmail Integration to Select Which Events Sync
* Sync for Events Restored from the Recycle Bin
* Event Field Sync
* How Your Events Sync with Lightning Sync
* Event Series Sync
* Use Salesforce Classic Email Templates in Microsoft Outlook and Gmail
* Use Lightning Email Templates in Microsoft Outlook and Gmail
* Event Sync
* Gain Speed and Consistency with Email Templates
* Guidelines for Using News
* News
* Scheduling and Invitations
* Enable News
* Considerations for Tracking Emails Sent from Salesforce Inbox
* Verify Inbox Licenses
* Give Inbox Users Access to the Activities Dashboard
* Considerations for Inbox Now in Salesforce Inbox Mobile
* Salesforce Inbox Mobile for iOS Version 8.6.0
* Microsoft Intune Support for Inbox Mobile for iOS
* Enable and Configure Inbox Features
* Salesforce Inbox Mobile Release Notes
* Select Who Can Use Inbox Features
* Turn On Salesforce Inbox
* Salesforce Inbox Mobile for iOS Version 8.3.0
* Disable Email Tracking for Inbox Users
* Salesforce Inbox System Requirements
* Select Your Preferred Browser in Inbox Mobile on iOS
* Supplemental Contact Information in Inbox Mobile Scheduled for...
* Salesforce Inbox Mobile for iOS Version 8.2.0
* Diagnose Connection Issues in Inbox on iOS When Working with Support
* Salesforce Inbox Mobile for iOS Version 8.5.0
* Email Tracking Location Information Removed from Inbox Mobile for iOS
* Removed SalesforceIQ CRM Login Option in Inbox Mobile for iOS
* Salesforce Inbox Mobile for iOS Version 8.4.0
* Inbox Supported on iOS 14
* Added Insight Filters to Inbox Now on iOS
* Inbox Supported on iOS 13
* Select How to Join an Event in Inbox Now on iOS
* Email Tracking Location Information Removed from Inbox Mobile for...
* Salesforce Inbox for Android Release Notes
* Salesforce Inbox Mobile for iOS Version 8.1.0
* End of Support for Android 5 for the Salesforce Inbox Mobile App
* Access Email Templates in Nested Folders in Inbox for iOS
* Dismiss All Insight Types in Inbox Now on iOS
* Salesforce Inbox Mobile for Android Version 5.6.0
* Salesforce Inbox Mobile for Android Version 5.1.0
* Dismiss All Insight Types in Inbox Now on Android
* View Emails Without Conversation Threading in Inbox for Android
* Salesforce Inbox Mobile for Android Version 5.5.0
* Salesforce Inbox Mobile for Android Version 5.4.0
* Removed SalesforceIQ CRM Login Option in Inbox Mobile for Android
* Salesforce Inbox Mobile for Android Version 5.2.0
* Salesforce Inbox Mobile for Android Version 5.3.0
* Considerations for Setting Up Inbox
* Install the Inbox Clients
* Access Email Templates in Nested Folders in Inbox for Android
* Work with Salesforce Data in Inbox Mobile
* Inbox Supported on Android 10
* Added Insight Filters to Inbox Now on Android
* Use Inbox Features
* View Your Salesforce Tasks in Inbox Mobile
* Inbox Clients
* Get a Quick Overview with Contact Cards in Inbox Mobile
* Pin the Salesforce Panel in Outlook Desktop So It’s Always Open
* Never Lose Touch with Follow-Ups in Inbox Mobile
* Search in Inbox Mobile
* Use Salesforce Templates in Inbox Mobile
* Inbox Mobile Settings
* Take a Shortcut to Typing Faster Emails in Inbox Mobile
* Boost Productivity on Every Email in Inbox Mobile
* Time Emails to Send Later in Inbox Mobile
* Prioritize Your Mobile Inbox with Intelligent Notifications
* Configure Inbox Now
* Log Emails Manually in Inbox Mobile
* Log Events Manually in Inbox Mobile
* Record Overviews from Inbox Now in the Salesforce Inbox App
* Close Deals Faster with Inbox Now in the Salesforce Inbox App
* Work Offline in the Salesforce Inbox App on iOS and Android
* Use Inbox Mobile
* Email in Inbox Mobile
* Legacy Salesforce Inbox
* Use Insert Availability to Optimize Meeting Scheduling
* Use Inbox Features in Outlook and Gmail
* Considerations for Using Inbound Email Snapshots
* Inbound Email Snapshots
* What Are Inbound Email Snapshots?
* Request an Inbound Email Snapshot
* Create Salesforce Tasks from Inbox Mobile
* Access Salesforce Data in Inbox Mobile
* How Salesforce Records Are Matched to Emails and Events
* Create Salesforce Data from Inbox Mobile
* Inbox Mobile Calendar
* Salesforce Inbox
* View an Inbound Email Snapshot
* Access Inbound Email Snapshots
* Set Up Inbox
* Salesforce Inbox for iOS Release Notes
* Add the Sales Engagements Component to Record Pages
* Set Up an Optional Sales Prospecting Bot
* Turn On Sales Engagement Features
* Customize the Work Queue
* Start Using the Sales Engagement App
* Add Leads, Contacts, or Person Accounts to Your Work Queue
* Sell Faster with Sales Engagement
* Add the Automated Action Reminders Component to Record Pages
* Add Sales Engagement Components, Actions, and Fields to Page Layouts
* Set Up Cadence Fields on Record Layouts
* Set Up Third-Party Prospect Scoring for Sales Engagement
* Set Up Sales Dialer for Sales Engagement
* Display Key Cadence Fields on List Views
* Set Up Einstein Conversation Insights for Sales Engagement
* Add Cadence Actions to Page Layouts
* Configure Einstein Activity Capture Settings
* Set Up Einstein Lead Scoring for Sales Engagement
* Configure a Lead Scoring Solution
* Configure Sales Engagement Features
* Create a Presence Status for Your Sales Prospecting Bot
* Create Assignment Rules for Your Sales Prospecting Bot’s Prospect...
* Create a Presence Configuration for Your Sales Prospecting Bot
* Set Up a Prospect Queue for Your Sales Prospecting Bot
* Set Up Omni-Channel for Your Sales Prospecting Bot
* Define Call Result Values for Cadence Branching
* Deploy Your Bot to Your Experience Cloud Site
* Create a Routing Configuration for Your Sales Prospecting Bot
* Create a Service Channel for Your Sales Prospecting Bot
* Sales Prospecting Bot Requirements
* Get Started with the Sales Prospecting Bot
* Assign Permission Sets for Sales Engagement Users
* Start Selling Fast with Included Cadences
* Test Different Email Templates or Call Scripts on a Single Cadence...
* Deploy Your Sales Prospecting Bot
* Add a Cadence for Your Sales Prospecting Bot
* Turn on Automated Actions
* Set Up Sales Engagement
* The Sales Engagement Sample Dashboard
* Email Template Engagement
* Edit an Active Cadence
* Custom Report Types for Sales Engagement
* Standard Reports for Sales Engagement
* Cadence Completion Reason
* Cadence Engagement
* Lead Conversion
* Analytics for Sales Engagement
* Glossary of Sales Engagement Email Metrics Fields
* View Engagement on Lead, Contact, Account, and Opportunity Records
* View Engagement for Specific Emails on Lead, Contact, and Person...
* Simplifying Outreach Tasks with Quick Cadences
* Report on Cadence Performance
* Call Script Engagement
* Create a Quick Cadence
* Call Activity
* Get Started Managing Sales with Sales Engagement
* Get Started Selling to Prospects with Sales Engagement
* View Prospect Engagement in the Work Queue
* Cadence Considerations for Sales Engagement
* Phone Integration Considerations for Sales Engagement
* Add the Work Queue Component to Email Integration Panes for Outlook...
* Create Call Scripts and Email Templates
* Work Queue Considerations in Sales Engagement
* Prioritize Sales Outreach Based on Prospect Engagement
* Sales Dialer Considerations for Sales Engagement
* Set Up Scheduled Email Management for Sales Engagement
* Lead Scoring Considerations for Sales Engagement
* General Considerations for Sales Engagement
* Remove Prospects from a Sales Engagement Cadence
* Cadence Target Dispositions
* Email Considerations for Sales Engagement
* Engagement and Alerts Considerations for Sales Engagement
* Sales Engagement Cadence Examples
* Einstein Conversation Insights Considerations for Sales Engagement
* Delete a Sales Engagement Cadence
* Considerations for Setting Up Sales Engagement
* Einstein Activity Capture Considerations for Sales Engagement
* View Cadence Details
* Create and Activate a Cadence
* Assign Prospects to a Different Sales Rep
* Using Platform Automation Tools with Sales Engagement
* Deactivate a Sales Engagement Cadence
* Adding Automation to Sales Engagement
* Remove Prospects from Cadences Automatically with Process Builder...
* Cadence Automation Tools
* Automatically Set a Lead’s Status When a Step Is Completed
* Use a Screen Flow as a Cadence Step
* Add a Flow Automation to a Cadence Step
* Choosing the Right Automation Option
* Streamline Prospect Outreach with Cadences
* Cadences
* Bulk Record Actions and Cadences
* Add Automation to Common Tasks with Standard Autolaunched Flows
* Create an Automated Action
* Add Prospects to a Cadence
* Add Prospects to a Cadence Automatically with Process Builder and Apex
* Add Screen Flows to Cadences with Cadence Step Flows
* Run Flows After Cadence Steps with Cadence Autolaunched Flows
* Sales Engagement
* Use the Handlebars Merge Language in Lightning Email Templates,...
* Create and Manage a Public Calendar or a Resource Calendar
* Considerations for Using Events and Calendars in the Salesforce...
* Create Classic Letterheads for Email Templates
* Create Mail Merge Templates in Microsoft Word
* Create HTML Classic Letterhead Email Templates in Salesforce Classic
* Create Visualforce Email Templates in Salesforce Classic
* Start Using Tasks
* Export Events to Other Calendar Applications from Salesforce Classic
* Create Custom HTML Email Templates in Salesforce Classic
* Create Text Email Templates in Salesforce Classic
* Considerations for Using Events and Calendars
* Invite People to an Event and Schedule Resources in Salesforce Classic
* Create an Event in a Public Calendar in Salesforce Classic
* Considerations for Using Content from External Sources in Email...
* Considerations for Using Events and Calendars in Lightning Experience
* Considerations for Using Events and Calendars in Salesforce Classic
* Considerations for Using Your Classic Email Templates in Lightning...
* Optimal Speaker Separation
* Use Your Classic Email Templates in Lightning Experience
* Guidelines to Start Using Einstein Conversation Insights
* Turn On Einstein Conversation Insights
* Security and Data Storage for Einstein Conversation Insights
* Assign Conversation Insights Permission Sets
* Connect Video Recording Providers
* Turn on Additional Features for Einstein Conversation Insights
* Run the Einstein Conversation Insights Assessor
* Related Records for Voice and Video Calls
* Considerations for Setting Up Einstein Conversation Insights
* Set Up Call Insights
* Set Up Einstein Conversation Insights
* Recording Providers
* Einstein Conversation Insights
* Create a Calendar of Task Due Dates in Lightning Experience
* Connect Voice Recording Providers
* Use Calendars to Track and Visualize Dates in Salesforce Objects in...
* Share Your Calendar in Lightning Experience
* Calendar Sharing
* Share Your Calendar in Salesforce Classic
* Calendar Sharing in Lightning Experience
* View Coworkers’ Calendars in Lightning Experience
* View a Coworker’s Calendar in Salesforce Classic
* Considerations for Calendars Created from a Salesforce Object in...
* Calendar Sharing in Salesforce Classic
* Create a Calendar to View Open Cases by SLA in Lightning Experience
* Create a Calendar of Opportunity Close Dates in Lightning Experience
* Create a Calendar of Direct-Mail Campaigns in Lightning Experience
* Create an Object Calendar in Lightning Experience
* Subscribe to Fields in Salesforce to Salesforce
* Subscribe to Objects with Salesforce to Salesforce
* Report on Salesforce to Salesforce Activity
* Automate Updates with Workflow Rules in Salesforce to Salesforce
* Set Up Salesforce to Salesforce
* Guidelines for Using Salesforce to Salesforce
* Create and Apply Connection Templates
* Invite Business Partners to Connect using Salesforce to Salesforce
* Statuses for Records Shared with Salesforce to Salesforce
* Publish Objects with Salesforce to Salesforce
* Accept an Invitation for Salesforce to Salesforce
* Enable Salesforce to Salesforce
* Salesforce to Salesforce
* Forward Records to Another Salesforce Organization
* Criteria for Automatically Accepting Related Records from a...
* Publish Fields in Salesforce to Salesforce
* Best Practices for Mapping Fields in Salesforce to Salesforce
* Share Records Using Salesforce to Salesforce
* Accept Records Forwarded from a Connected Organization
* Manage Salesforce to Salesforce Connections
* Configure Salesforce to Salesforce
* Considerations for Outlook Shared Folders in Outlook Integration
* Tips for Working in the Outlook Integration with Inbox
* Give Outlook Access to Salesforce
* Get the Outlook Integration
* Roles Required to Set Up the Outlook Integration
* Guidelines for Setting Up the Outlook Integration
* Set Up the Integration with Outlook
* Enable Event Type Selections to Log Events from Outlook or Gmail
* Outlook Integration System Requirements
* Enhanced Email and the Outlook Integration
* Deploy the Outlook Integration to Users
* Guidelines for Logging Email Attachments in the Outlook Integration
* Turn On the Outlook Integration in Salesforce
* Microsoft Exchange Server Setup for the Outlook Integration
* Tips for Working in the Gmail Integration with Inbox
* Set Up the Integration with Gmail
* Guidelines for Logging Email Attachments in the Gmail Integration
* Gmail Integration System Requirements
* Guidelines for Setting Up the Gmail Integration
* Enhanced Email and the Gmail Integration
* Get the Gmail Integration
* Turn On the Gmail Integration in Salesforce
* Email Allocations per Edition
* View and Edit Email Templates in Salesforce Classic
* Email Template Allocations per Edition
* Create or Download Mail Merge Templates
* Email Templates in Salesforce Classic
* HTML Classic Letterhead Email Templates in Salesforce Classic
* Clone Email Templates in Salesforce Classic
* Enabling Compliance BCC Emails
* Calendar Views
* Calendar Views in Lightning Experience
* Change Sorting for Past Activities
* Sorting Options for Past Activities in the Activity Timeline
* What Are the Differences Between Activity Timeline and Activity...
* Activities Reports
* Calendar Views in Salesforce Classic
* Activity Timeline Settings Filters
* Guidelines for Tracking Activities
* Activity Timeline
* Switch Between the Tabbed and Dynamic Activity Composer
* Considerations for Using the Dynamic Activity Composer
* Upload Mail Merge Templates to Salesforce
* Activities: Tasks, Events, and Calendars
* Report on Contacts Related to Activities
* Sorting Options for Upcoming and Overdue Activities in the Activity...
* Add Send an Email, Log a Call, New Event, and New Task Buttons to...
* Report on Activities Related to Other Records
* Work with Archived Activities
* Create Predefined Subjects for Tasks and Events
* Activity Timeline Customization Considerations
* Respond to Event Invitations
* Respond to Event Invitations Sent from Salesforce Classic
* Enable Roll Up of Activities to a Contact’s Primary Account
* Activity Reminders and Notifications
* Considerations for Enabling Shared Activities
* Activity Reminders and Notifications in Salesforce Classic
* Things to Know About Activities
* Enable Shared Activities
* Enable Activity Reminders
* Quickly Schedule a Meeting About an Account, a Contact, or a Lead in...
* Change Sorting for Upcoming and Overdue Activities
* Sorting in the Activity Timeline
* Respond to Event Invitations Sent from Lightning Experience or the...
* Report on the Primary Contacts for Activities
* Create Tasks in Bulk for Multiple People in Salesforce Classic
* Control Access to Activities
* Report on Meetings with Customers
* Activity Reminders and Notifications in Salesforce Lightning...
* Merge Fields and Templates in Emails
* Email Attachments
* What Is Einstein Activity Capture Standard?
* Field Mappings for Contact Sync
* Einstein Activity Capture Considerations
* Get Ready to Sync Events Using Einstein Activity Capture
* End-User Setup for Einstein Activity Capture
* Troubleshoot Einstein Activity Capture Setup Issues
* Test a User’s Einstein Activity Capture Sync Status
* Test Whether Users Are Visible by Your Service Account
* Connect to Einstein Activity Capture with Org-Level OAuth 2.0
* Manage Activities Owned by Inactive Einstein Activity Capture Users
* Use a Service Account to Connect Microsoft Office 365 and Einstein...
* Einstein Activity Capture System Requirements
* Set Up a Group for Sharing Activities
* Set Default Activity Sharing for Einstein Activity Capture Users
* Use a Service Account to Connect an Exchange Server and Einstein...
* Field Mappings for Event Sync
* Connect to Einstein Activity Capture with User-Level Authentication
* Control How Activities Added by Einstein Activity Capture Are Shared
* Events and Einstein Activity Capture
* Give Users Access to Einstein Activity Capture
* Create a Configuration for Einstein Activity Capture
* Guidelines for Using Emails with Einstein Activity Capture
* Review the Activities Dashboard
* How Private Events Sync with Einstein Activity Capture
* Preparing to Sync Events with Einstein Activity Capture
* Connect to Einstein Activity Capture with a Microsoft Exchange...
* Connect to Einstein Activity Capture with User-Level Authentication
* Considerations for Setting Up Einstein Activity Capture
* Connect to Einstein Activity Capture with a Google Service Account
* Reset Einstein Activity Capture
* Get Ready to Connect to Einstein Activity Capture with a Microsoft...
* Select Who Can Use Einstein Activity Capture
* Emails and Einstein Activity Capture
* Enable or Disable Einstein Activity Capture
* Enable More Features for Einstein Activity Capture and Inbox
* Guidelines for Using Events with Einstein Activity Capture
* Reassign Einstein Activity Capture for Essentials Users
* Check Connection Status and Metrics for Einstein Activity Capture...
* Set Up Einstein Activity Capture
* How Event Series Sync with Einstein Activity Capture
* How Events Sync with Einstein Activity Capture
* What Does Einstein Activity Capture Do?
* Connect Salesforce to Your Microsoft Exchange Endpoint
* Let Users Share Activities with Groups
* How Event Attendees Sync with Einstein Activity Capture
* How Events Are Automatically Related to Contacts or Leads
* Allowing Network Access When Using Einstein Activity Capture with a...
* Assign Einstein Activity Capture Standard to Sales Cloud Users
* Guidelines for Using Contacts with Einstein Activity Capture
* Guidelines for Filtering Contacts
* Contacts and Einstein Activity Capture
* How Contacts Sync with Einstein Activity Capture
* Give Users Access to the Activities Dashboard
* Exclude Emails and Events from Being Added to Salesforce
* How to Respond to Event Invitations from Your Microsoft or Google...
* Activity Metrics Fields
* Connection Methods for Google
* Connection Methods for Microsoft Exchange
* Data Retention for Einstein Activity Capture and Inbox
* Activities Dashboard
* Considerations for Using Activity Metrics
* Turn On Activity Metrics
* Considerations for Disabling Emails in an Einstein Activity Capture...
* Considerations for Disabling Events in an Einstein Activity Capture...
* Create Custom Einstein Email Insights
* Preparing to Sync Contacts with Einstein Activity Capture
* Guidelines for Using the Activities Dashboard
* Activity Metrics
* Considerations for Excluding Data from Einstein Activity Capture
* Connect Your Email and Calendar to Salesforce with Einstein Activity...
* Admin Setup for Einstein Activity Capture
* Exclude Certain Emails and Events from Being Added to Salesforce
* Considerations for Disabling Contacts in an Einstein Activity...
* Considerations for Disabling Emails, Events, or Contacts in Einstein...
* Analytics and Einstein Activity Capture
* Einstein Activity Capture Basics
* Can I sync person accounts by using Salesforce for Outlook?
* Why does Salesforce for Outlook delete my Outlook records after I...
* Can I mass configure Salesforce for Outlook?
* Why can’t I add emails to Salesforce?
* Why is my Salesforce for Outlook installation failing on the...
* How secure is Salesforce for Outlook?
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* How does Salesforce for Outlook protect emails?
* How do I enable contacts for sync in Salesforce for Outlook?
* Does Salesforce for Outlook support terminal servers?
* Does Salesforce support single sign-on (SSO) for Salesforce for...
* Can I use filter logic in Salesforce for Outlook data sets?
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* Why does Salesforce for Outlook create duplicate records in...
* Salesforce for Outlook FAQ
* Why does Salesforce for Outlook create duplicate contacts in...
* What’s the difference between private items in both Salesforce and...
* When I add emails to Salesforce, how can I include email attachments?
* Can I associate Outlook records to custom objects using Salesforce...
* Can I map custom fields I’m syncing with Salesforce for Outlook?
* Tell Reps How to Sync Microsoft® Contacts with Salesforce
* Guidelines for Syncing Events from Your Calendar Application to...
* Define Lightning Sync for Microsoft® Exchange Settings for Reps
* Run the Microsoft® Remote Connectivity Analyzer with Lightning Sync...
* Event Fields in Salesforce Classic
* Event Fields
* Lightning Sync System Requirements
* Event Delete
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* Lightning Sync for Microsoft® Exchange Statuses
* Set Up a Microsoft Exchange Service Account to Communicate with...
* Events and Calendars
* Event Fields in Lightning Experience
* Run the Lightning Sync Connection Test for Microsoft® Exchange Users
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* See the Big Picture for Setting Up Lightning Sync for Microsoft®...
* Tell Reps How to Prevent Certain Microsoft® Outlook Calendar Events...
* Test the Connection Between Your Server and Salesforce
* Considerations for Syncing Contacts
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* Assign Reps to Lightning Sync Configurations
* Lightning Sync Considerations
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* Considerations for Syncing Events from Your Calendar Application to...
* Check Lightning Sync Users’ Sync Statuses
* Set Up Lightning Experience Event Reminders
* Associate Enhanced Letterheads with Email Templates in Lightning...
* Create Enhanced Letterheads in Lightning Experience
* Enhanced Letterheads in Lightning Experience
* Set Up Enhanced Email
* Considerations for Email Open Tracking
* Email Open Tracking and Email Opt Out
* Set Up Send Email Through Salesforce
* Send Through Salesforce
* Considerations for Sending Email from Salesforce
* Use and Filter Email Open Tracking
* Enable Email Tracking for Individuals Opening Email from Your Company
* Which Option for Sending Email from Salesforce Is Best for Your...
* Set Up Secure DKIM Keys
* Send Through Gmail or Office 365
* Considerations for Send Email Through Gmail™ or Office 365™
* Sender Policy Framework (SPF)
* Set Up Transaction Layer Security (TLS)
* Include Salesforce in Your SPF Record
* Email Reports
* Send Email Through Salesforce
* Set Up Organization-Wide Email Footers
* Improve Deliverability of Emails Sent from Salesforce
* What’s the Difference Between Email Opt Out and Individual Email...
* Considerations for Using Organization-Wide Email Addresses
* Considerations for Setting Up Organization-Wide Email Footers
* Set Up Organization-Wide Email Addresses
* Enable Filtering for Email Tracking by IP Address
* Choose Which Sales Reps Can Send Non-Commercial Email
* Configure Deliverability Settings for Emails Sent from Salesforce
* Considerations for Opting Out of Email
* What’s the Difference Between Commercial and Non-Commercial Email?
* Considerations for Setting Up Send through Salesforce
* Opting Out of Email
* Considerations for Setting Up Email Relay
* Individually Opting Out of Email
* Use Email Logs to Monitor Emails Sent from Salesforce
* Set Up Filtering for Email Tracking by IP Address
* Send Email Through Email Relay
* Enable Email Security Compliance
* Enable Email to Salesforce for Your Users
* Considerations for Using Enhanced Email
* Set Up an Email Domain Filter
* Enable the Enforce Email Privacy Settings Preference
* Use Enhanced Email for More Email Functionality
* Considerations for Using Email Logs
* Maintaining Email Security
* Guidelines for Protecting Your Email Reputation
* Commercial Email Regulation Considerations
* Email Address Internationalization (EAI) Considerations
* Email Address Internationalization (EAI)
* Prepare for Email Address Internationalization (EAI)
* Guidelines for Configuring Deliverability Settings for Emails Sent...
* Set Up Email Address Internationalization (EAI)
* Create a DKIM Key
* What Is DMARC?
* Organization-Wide Email Footers
* Considerations for Using Public and Private Email Templates in...
* Handle Emails That Email to Salesforce Doesn’t Assign to Records
* Track External and Internal Email
* View Email Engagements on Email Records
* Enable Email Bounce Handling
* Select an Email Template When You Compose an Email
* Delete Email Attachments Sent as Links in Salesforce Classic
* Verify Email Addresses with Async Email
* Considerations for Creating DKIM Keys
* Manage Version Settings for Visualforce Email Templates in...
* Common Email Deliverability Hurdles
* Public and Private Email Templates in Lightning Experience
* Using Visualforce Classic Email Templates in Automation
* Types of Email Templates
* Modify a Visualforce Email Template for Guest Users
* Standardize Email with Email Templates
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* Visualforce Email Templates in Salesforce Classic
* Considerations for Using Visualforce Email Templates with Guest Users
* Email Templates
* Email Templates in Lightning Experience
* Using Visualforce Email Templates with Guest Users
* Folders and Enhanced Sharing in Lightning Experience
* Rendering HTML Tags in Outlook
* Enable Folders and Enhanced Sharing for Email Templates
* Convert a Lightning Email Template from SML to HML
* Types of Classic Email Templates
* Add Images to Email Templates in Salesforce Classic
* Select Who Can Manage Public Email Templates in Lightning Experience
* Email Template Permissions
* Email Template Builder
* Use Email Template Builder Templates in Lightning Experience
* Create and Edit Email Templates in Email Template Builder
* Guidelines for Using Email Template Builder
* Email Security Mechanisms
* Considerations for Email Reports
* Select Who Can Work in Email Template Builder
* Getting Around Email Template Builder
* Send Email in Salesforce Classic
* Guidelines for Working with Email
* Things to Know About Using Send Later
* Considerations for Sending Classic Email Templates in Salesforce...
* Send Email Through Gmail™ or Office 365™ in Lightning Experience
* Which Email Action Are You Using in Lightning Experience?
* Considerations for Sending Email in Salesforce Classic
* Considerations for Using Email Template Builder
* Create Additional Email Actions in Lightning Experience
* Use the Email Action in Lightning Experience
* Mass Email Queue: Monitor the Status of Mass Emails Sent Through...
* Schedule Emails with Send Later
* Customized Fields in the Outgoing Email Action Layout
* Set Up Email to Salesforce
* Schedule Send Later with List Email
* Relate Emails to Your Salesforce Records Using Email to Salesforce
* Set Up Email Relay
* Set Up Send Later for Your Sales Reps
* Use Email to Salesforce to Relate Emails to Records
* Report on Email Messages
* Guidelines for Sending Mass Email in Salesforce Classic
* Email a Group with List Email and Mass Email
* Send Mass Email in Salesforce Classic
* Guidelines for Using Email to Salesforce
* Considerations for Using Email to Salesforce
* Considerations for Sending Mass Email in Salesforce Classic
* Manage the Admin Details of Email
* Email Log Reference
* View the Status of Your Mass Email in Salesforce Classic
* How Does Email to Salesforce Work?
* Request an Email Log
* View and Work with Salesforce Data in Outlook and Gmail
* Guidelines for Logging Events from Outlook and Gmail to Salesforce
* Enable List Email
* Manage Email in Lightning Experience
* Email and Calendar Integrations
* Compare Einstein Activity Capture and Lightning Sync
* Send List Email in Lightning Experience
* Send a List Email in Lightning Experience
* Do More While Composing Emails in Outlook and Gmail
* Guidelines for Tracking Emails in the Outlook and Gmail Integrations...
* Considerations for Sending List Email in Lightning Experience
* Outlook and Gmail Integration Tour
* Add Zoom Video Conferencing to the Outlook and Gmail Integrations...
* Guidelines for Extending the Outlook and Gmail Integrations with Inbox
* Set Up the Outlook and Gmail Integrations
* Create Salesforce Records from Outlook and Gmail
* Use the Outlook and Gmail Integrations
* Add Salesforce Inbox Features to the Outlook and Gmail Integrations
* Guidelines for Logging Email from Outlook and Gmail to Salesforce
* Move from the Legacy Inbox Add-In or Extension to the Outlook or...
* Move Reps from Legacy Salesforce Inbox to the Outlook or Gmail...
* Compare the Legacy Inbox Add-In and Extension to the Outlook and...
* Outlook and Gmail with Inbox Productivity Features
* Select Who Can Use Salesforce Inbox Features in the Outlook and...
* Considerations for Tracking Emails in the Outlook and Gmail...
* Engagements and Alerts in the Outlook and Gmail Integrations with...
* Outlook and Gmail Integration and Inbox Features
* Outlook and Gmail Integration with Inbox Cookies
* Build Email Applications Panes for Outlook and Gmail
* Extend the Outlook and Gmail Integrations with Inbox
* Considerations for Customizing the Email Application Pane for...
* Include Attendees on Events Logged from Outlook and Gmail
* Customize the Email Application Pane for Outlook and Gmail
* Assign Custom Email Application Panes for Outlook and Gmail to User...
* Considerations for Setting Up the Outlook or Gmail Integration
* Set Up Event Logging from Outlook and Gmail
* Allow Reps to Log Events to Multiple Contacts from Outlook and...
* Outlook and Gmail Integration License Support
* Find Email Sent from a Salesforce Record in Lightning Experience
* Outlook and Gmail Integration on Desktop
* Set Up Send Email from Salesforce with Gmail™ or Office 365™
* Email Editions and Permissions in Lightning Experience
* Manage Email in Salesforce Classic
* Enable Email Tracking for All Customers Opening Email from Your...
* Using Images in Emails, Email Templates, and Enhanced Letterheads
* Create an Email Template in Lightning Experience
* Considerations for Scheduling Events with Insert Availability in the...
* Considerations for Email Privacy Preferences in the Outlook and...
* Considerations for Insert Availability in Lightning Experience Desktop
* Work With Salesforce’s Email
* Turn On Einstein Email Insights
* Add Recommended Connections to Lightning Pages
* Einstein Activity Capture
* Guard Outgoing Calls Against Filters
* Dialer Limitations
* What's the Difference Between HML and SML Merge Languages?
* Test Dialer Features in Sandbox
* Sales Dialer Troubleshooting Tips
* Guidelines for Making and Receiving Calls
* Add Dialer to the Utility Bar
* How Do I Manage Dialer Usage?
* Release a Dialer Number
* Remove Dialer Licenses from Users
* Dialer Prerequisites
* Assign the Dialer Permission Set to Users
* Enable Call Monitoring
* Sales Dialer
* Enable Local Presence
* Sales Dialer Best Practices
* Enable Sales Dialer
* Set Up Sales Dialer
* Assign a Forwarding Number for Dialer
* Assign a Dialer Number
* Manage Events in Lightning Experience
* Manage Events in Salesforce Classic
* Manage Events
* Troubleshoot Connecting Your Zoom Account
* Connect Your Zoom Account
* Disconnect Your Zoom Account in Salesforce
* Select Who Can Access Zoom Integration
* Manage Excluded Addresses and Domains for Zoom Integration Users
* Turn On Zoom Integration
* Set Up Zoom Integration
* Manage Zoom Data
* Zoom Integration
* Turn Off Zoom Integration
* Use Zoom Integration
* Video Integration
* Manage Excluded Addresses for Your Individual Zoom Integration
* Video Conferencing
* Uninstall the Salesforce App from Your Zoom Account
* Organizing and Completing Your Tasks with the To Do List
* Set Up Tasks for Your Sales Reps
* Set Up Users to Send Invitations to Attendees from Lightning...
* Help Your Sales Reps Manage Events and Calendars
* Customization Options for Events and Calendars
* Set Up Activities for Your Sales Reps
* Considerations for Disabling Roll Up of Activities to a Contact’s...
* HTML Tags in Lightning Email Templates
* Select Which Users Can Create and Share Email Template Folders
* Mention Salesforce Records in Microsoft Teams Channels and Chats
* Log Out of the Salesforce App in Teams
* Get the Salesforce App for Microsoft Teams
* Add Salesforce Records as Custom Tabs in Microsoft Teams Channels...
* Considerations for Email Template Folders and Sharing
* Integration with Microsoft Teams System Requirements
* View and Edit Salesforce Records in Microsoft Teams
* Supported File Types for Lightning Email Attachments in Packaging...
* Provision the Integration in Microsoft Teams
* Use the Integration for Microsoft Teams
* Integration for Microsoft Teams Cookies
* Troubleshoot Access to Salesforce from Microsoft Teams
* Manage User Access to the Integration with Teams
* Integration with Microsoft Teams Features
* Manage the Salesforce Integration with Teams
* View Who Accessed the Integration with Teams
* Set Up the Salesforce Integration with Microsoft Teams
* Considerations for Setting Up the Integration with Teams
* Integration with Microsoft Teams
* Configure the Integration with Microsoft Teams in Salesforce
* Enable Simpler Task Form in the Salesforce Mobile App
* Enable Group Tasks in Salesforce Classic
* Enable Task Notifications in Lightning Experience
* Enable Recurring Tasks in Lightning Experience and the Salesforce...
* Enable Recurring Tasks in Salesforce Classic
* Repeat a Task
* Customize the Fields that Display on Tasks in the Activity Timeline
* Enable User Control of Email Notifications for Tasks in Salesforce...
* Enable Recurring Tasks
* Enable Task Notifications
* Customize Task List Actions
* Considerations for Enabling User Control of Task Notifications
* Considerations for Using Tasks
* Task Fields
* Considerations for Closing and Reopening Tasks
* Disable Task Notifications in Salesforce Classic
* Tasks
* Select and Change Profile Images for Accounts, Contacts, and Leads
* Hide Social Network Profiles on Accounts, Contacts, and Leads
* Link Twitter Profiles to Accounts, Contacts, and Leads
* Social Accounts, Contacts, and Leads: What’s Different or Not...
* Social Accounts, Contacts, and Leads
* Guidelines for Using Social Accounts, Contacts, and Leads
* Set Up Social Accounts, Contacts, and Leads
Search all of Salesforce Help
Search all of Salesforce Help
* Sales Productivity
* Einstein Conversation Insights
* Recording Providers
* Optimal Speaker Separation
* Related Records for Voice and Video Calls
* Set Up Einstein Conversation Insights
* Considerations for Setting Up Einstein Conversation Insights
* Security and Data Storage for Einstein Conversation Insights
* Turn On Einstein Conversation Insights
* Connect Voice Recording Providers
* Connect Video Recording Providers
* Turn on Additional Features for Einstein Conversation Insights
* Assign Conversation Insights Permission Sets
* Set Up Call Insights
* Run the Einstein Conversation Insights Assessor
* Guidelines to Start Using Einstein Conversation Insights
* Sales Engagement
* Set Up Sales Engagement
* Considerations for Setting Up Sales Engagement
* General Considerations for Sales Engagement
* Einstein Activity Capture Considerations for Sales Engagement
* Email Considerations for Sales Engagement
* Engagement and Alerts Considerations for Sales Engagement
* Work Queue Considerations in Sales Engagement
* Cadence Considerations for Sales Engagement
* Lead Scoring Considerations for Sales Engagement
* Phone Integration Considerations for Sales Engagement
* Sales Dialer Considerations for Sales Engagement
* Einstein Conversation Insights Considerations for Sales Engagement
* Turn On Sales Engagement Features
* Turn on Automated Actions
* Assign Permission Sets for Sales Engagement Users
* Configure Sales Engagement Features
* Configure Einstein Activity Capture Settings
* Exclude Certain Emails and Events from Being Added to Salesforce
* Set Default Activity Sharing for Einstein Activity Capture Users
* Let Users Share Activities with Groups
* Add Sales Engagement Components, Actions, and Fields to Page Layouts
* Add the Sales Engagements Component to Record Pages
* Add the Work Queue Component to Email Integration Panes for
Outlook...
* Add the Automated Action Reminders Component to Record Pages
* Add Cadence Actions to Page Layouts
* Set Up Cadence Fields on Record Layouts
* Display Key Cadence Fields on List Views
* Set Up Scheduled Email Management for Sales Engagement
* Set Up Sales Dialer for Sales Engagement
* Enable Sales Dialer
* Add Dialer to the Utility Bar
* Define Call Result Values for Cadence Branching
* Set Up Einstein Conversation Insights for Sales Engagement
* Turn On Einstein Conversation Insights
* Connect Voice Recording Providers
* Set Up Call Insights
* Configure a Lead Scoring Solution
* Set Up Einstein Lead Scoring for Sales Engagement
* Set Up Third-Party Prospect Scoring for Sales Engagement
* Customize the Work Queue
* Set Up an Optional Sales Prospecting Bot
* Sales Prospecting Bot Requirements
* Get Started with the Sales Prospecting Bot
* Set Up Omni-Channel for Your Sales Prospecting Bot
* Create a Service Channel for Your Sales Prospecting Bot
* Create a Routing Configuration for Your Sales Prospecting Bot
* Create a Presence Status for Your Sales Prospecting Bot
* Create a Presence Configuration for Your Sales Prospecting Bot
* Set Up a Prospect Queue for Your Sales Prospecting Bot
* Create Assignment Rules for Your Sales Prospecting Bot’s
Prospect...
* Add a Cadence for Your Sales Prospecting Bot
* Deploy Your Sales Prospecting Bot
* Deploy Your Bot to Your Experience Cloud Site
* Start Using the Sales Engagement App
* Get Started Managing Sales with Sales Engagement
* Get Started Selling to Prospects with Sales Engagement
* Streamline Prospect Outreach with Cadences
* Cadences
* Start Selling Fast with Included Cadences
* Create Call Scripts and Email Templates
* Create and Activate a Cadence
* Add a Flow Automation to a Cadence Step
* Use a Screen Flow as a Cadence Step
* Edit an Active Cadence
* Test Different Email Templates or Call Scripts on a Single Cadence...
* View Cadence Details
* Add Prospects to a Cadence
* Assign Prospects to a Different Sales Rep
* Remove Prospects from a Sales Engagement Cadence
* Cadence Target Dispositions
* Deactivate a Sales Engagement Cadence
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* Sales Engagement Cadence Examples
* Report on Cadence Performance
* The Sales Engagement Sample Dashboard
* Standard Reports for Sales Engagement
* Cadence Completion Reason
* Cadence Engagement
* Lead Conversion
* Call Activity
* Call Script Engagement
* Email Template Engagement
* Custom Report Types for Sales Engagement
* Analytics for Sales Engagement
* Glossary of Sales Engagement Email Metrics Fields
* Sell Faster with Sales Engagement
* Add Leads, Contacts, or Person Accounts to Your Work Queue
* Simplifying Outreach Tasks with Quick Cadences
* Create a Quick Cadence
* Prioritize Sales Outreach Based on Prospect Engagement
* View Prospect Engagement in the Work Queue
* View Engagement on Lead, Contact, Account, and Opportunity Records
* View Engagement for Specific Emails on Lead, Contact, and Person...
* Adding Automation to Sales Engagement
* Bulk Record Actions and Cadences
* Cadence Automation Tools
* Choosing the Right Automation Option
* Create an Automated Action
* Add Screen Flows to Cadences with Cadence Step Flows
* Run Flows After Cadence Steps with Cadence Autolaunched Flows
* Using Platform Automation Tools with Sales Engagement
* Add Automation to Common Tasks with Standard Autolaunched Flows
* Add Prospects to a Cadence Automatically with Process Builder and
Apex
* Remove Prospects from Cadences Automatically with Process Builder...
* Automatically Set a Lead’s Status When a Step Is Completed
* Salesforce Meetings
* Get Started with Salesforce Meetings
* Review the Sync Recommendations and Features for Salesforce Meetings
* Use Einstein Activity Capture with Salesforce Meetings
* Prepare to Use Salesforce Meetings
* Add the Meeting Studio Component to the Home Page for Quick Access
* Meeting Preparation and Follow-Up with Meeting Digest
* Meeting Digest Troubleshooting
* Engage with Customers and Prospects Using Meeting Studio
* Present Using Meeting Studio
* Select Who Can Use Meeting Studio
* Guidelines for Presenting Meeting Studio in Your Web Conferencing...
* Considerations for Using Meeting Studio
* Integration with Microsoft Teams
* Teams Integration System Requirements
* Teams Integration Features
* Set Up the Teams Integration
* Considerations for Setting Up the Teams Integration
* Configure the Teams Integration in Salesforce
* Provision the Teams Integration in Microsoft Teams
* Integration for Microsoft Teams Cookies
* Manage the Teams Integration
* View Who Accessed the Teams Integration
* Manage User Access to the Teams Integration
* Troubleshoot Access to Salesforce from Teams
* Use the Teams Integration
* Get the Salesforce App for Microsoft Teams
* Add Salesforce Records as Custom Tabs in Teams
* Mention Salesforce Records in Teams Channels and Chats
* View and Edit Salesforce Records in Teams
* Log Out of the Salesforce App in Teams
* Email and Calendar Integrations
* Explore Email and Calendar Integration Products
* Compare Einstein Activity Capture and Lightning Sync
* Outlook and Gmail Integration on Desktop
* Outlook and Gmail Integration and Inbox Features
* Considerations for Email Privacy Preferences in the Outlook and...
* Outlook and Gmail Integration License Support
* Set Up the Outlook and Gmail Integrations
* Considerations for Setting Up the Outlook or Gmail Integration
* Set Up the Integration with Outlook
* Outlook Integration System Requirements
* Roles Required to Set Up the Outlook Integration
* Guidelines for Setting Up the Outlook Integration
* Guidelines for Logging Email Attachments in the Outlook Integration
* Microsoft Exchange Server Setup for the Outlook Integration
* Turn On the Outlook Integration in Salesforce
* Deploy the Outlook Integration to Users
* Enhanced Email and the Outlook Integration
* Set Up the Integration with Gmail
* Gmail Integration System Requirements
* Guidelines for Setting Up the Gmail Integration
* Guidelines for Logging Email Attachments in the Gmail Integration
* Enhanced Email and the Gmail Integration
* Turn On the Gmail Integration in Salesforce
* Set Up Event Logging from Outlook and Gmail
* Allow Reps to Log Events to Multiple Contacts from Outlook and...
* Include Attendees on Events Logged from Outlook and Gmail
* Enable Event Type Selections to Log Events from Outlook or Gmail
* Customize the Email Application Pane for Outlook and Gmail
* Considerations for Customizing the Email Application Pane for...
* Build Email Applications Panes for Outlook and Gmail
* Assign Custom Email Application Panes for Outlook and Gmail to
User...
* Extend the Outlook and Gmail Integrations with Inbox
* Guidelines for Extending the Outlook and Gmail Integrations with
Inbox
* Select Who Can Use Salesforce Inbox Features in the Outlook and...
* Add Salesforce Inbox Features to the Outlook and Gmail Integrations
* Add Zoom Video Conferencing to the Outlook and Gmail
Integrations...
* Considerations for Tracking Emails in the Outlook and Gmail...
* Outlook and Gmail Integration with Inbox Cookies
* Move from the Legacy Inbox Add-In or Extension to the Outlook or...
* Compare the Legacy Inbox Add-In and Extension to the Outlook
and...
* Move Reps from Legacy Salesforce Inbox to the Outlook or Gmail...
* Tips for Working in the Gmail Integration with Inbox
* Tips for Working in the Outlook Integration with Inbox
* Use the Outlook and Gmail Integrations
* Get the Outlook Integration
* Get the Gmail Integration
* Outlook and Gmail Integration Tour
* Pin the Salesforce Panel in Outlook Desktop So It’s Always Open
* Considerations for Outlook Shared Folders in Outlook Integration
* Gain Speed and Consistency with Email Templates
* Use Lightning Email Templates in Outlook and Gmail
* Use Salesforce Classic Email Templates in Outlook and Gmail
* View and Work with Salesforce Data in Outlook and Gmail
* Email Logging
* Event Logging
* Create Salesforce Records
* How Salesforce Records Are Matched to Emails and Events
* Outlook and Gmail with Inbox Productivity Features
* Do More While Composing Emails in Outlook and Gmail
* Considerations for Scheduling Events with Insert Availability in
the...
* Guidelines for Tracking Emails in the Outlook and Gmail
Integrations...
* Engagements and Alerts in the Outlook and Gmail Integrations
with...
* Einstein Activity Capture
* Einstein Activity Capture Basics
* What Does Einstein Activity Capture Do?
* What Is Einstein Activity Capture Standard?
* Einstein Activity Capture System Requirements
* Data Retention for Einstein Activity Capture and Inbox
* Einstein Activity Capture Considerations
* Considerations for Setting Up Einstein Activity Capture
* Considerations for Excluding Data from Einstein Activity Capture
* Considerations for Disabling Emails, Events, or Contacts in
Einstein...
* Considerations for Disabling Emails in an Einstein Activity
Capture...
* Considerations for Disabling Events in an Einstein Activity
Capture...
* Considerations for Disabling Contacts in an Einstein Activity...
* Set Up Einstein Activity Capture
* Admin Setup for Einstein Activity Capture
* Give Users Access to Einstein Activity Capture
* Select Who Can Use Einstein Activity Capture
* Assign Einstein Activity Capture Standard to Sales Cloud Users
* Connection Methods for Microsoft Exchange
* Connect to Einstein Activity Capture with User-Level
Authentication
* Connect to Einstein Activity Capture with Org-Level OAuth 2.0
* Connect to Einstein Activity Capture with a Microsoft Exchange...
* Get Ready to Connect to Einstein Activity Capture with a
Microsoft...
* Use a Service Account to Connect Microsoft Office 365 and
Einstein...
* Use a Service Account to Connect an Exchange Server and
Einstein...
* Connect Salesforce to Your Microsoft Exchange Endpoint
* Allowing Network Access When Using Einstein Activity Capture with
a...
* Connection Methods for Google
* Connect to Einstein Activity Capture with User-Level
Authentication
* Connect to Einstein Activity Capture with a Google Service
Account
* Create a Configuration for Einstein Activity Capture
* Exclude Certain Emails and Events from Being Added to Salesforce
* Set Default Activity Sharing for Einstein Activity Capture Users
* Let Users Share Activities with Groups
* Enable More Features for Einstein Activity Capture and Inbox
* Turn On Einstein Email Insights
* Create Custom Einstein Email Insights
* Add Recommended Connections to Lightning Pages
* End-User Setup for Einstein Activity Capture
* Connect Your Email and Calendar to Salesforce with Einstein
Activity...
* Preparing to Sync Events with Einstein Activity Capture
* Preparing to Sync Contacts with Einstein Activity Capture
* Exclude Emails and Events from Being Added to Salesforce
* Control How Activities Added by Einstein Activity Capture Are
Shared
* Set Up a Group for Sharing Activities
* Troubleshoot Einstein Activity Capture Setup Issues
* Enable or Disable Einstein Activity Capture
* Reset Einstein Activity Capture
* Check Connection Status and Metrics for Einstein Activity
Capture...
* Test a User’s Einstein Activity Capture Sync Status
* Test Whether Users Are Visible by Your Service Account
* Manage Activities Owned by Inactive Einstein Activity Capture Users
* Emails and Einstein Activity Capture
* Guidelines for Using Emails with Einstein Activity Capture
* Events and Einstein Activity Capture
* Guidelines for Using Events with Einstein Activity Capture
* How Events Sync with Einstein Activity Capture
* How Event Attendees Sync with Einstein Activity Capture
* How Event Series Sync with Einstein Activity Capture
* How Events Are Automatically Related to Contacts or Leads
* How Private Events Sync with Einstein Activity Capture
* How to Respond to Event Invitations from Your Microsoft or Google...
* Field Mappings for Event Sync
* Contacts and Einstein Activity Capture
* Guidelines for Using Contacts with Einstein Activity Capture
* How Contacts Sync with Einstein Activity Capture
* Guidelines for Filtering Contacts
* Field Mappings for Contact Sync
* Analytics and Einstein Activity Capture
* Activities Dashboard
* Give Users Access to the Activities Dashboard
* Review the Activities Dashboard
* Guidelines for Using the Activities Dashboard
* Activity Metrics
* Turn On Activity Metrics
* Activity Metrics Fields
* Considerations for Using Activity Metrics
* Salesforce Inbox
* Salesforce Inbox Features
* Set Up Inbox
* Salesforce Inbox System Requirements
* Considerations for Setting Up Inbox
* Considerations for Tracking Emails
* Considerations for Inbox Now
* Select Who Can Use Inbox Features
* Enable and Configure Inbox Features
* Give Inbox Users Access to the Activities Dashboard
* Disable Email Tracking for Inbox Users
* Verify Inbox Licenses
* Use Inbox Features
* Inbox Clients
* Use Inbox Features in Outlook and Gmail
* Pin the Salesforce Panel in Outlook Desktop So It’s Always Open
* Use Inbox Mobile
* Inbox Mobile Settings
* Email in Inbox Mobile
* Inbox Mobile Calendar
* Search in Inbox Mobile
* Close Deals Faster with Inbox Now
* Configure Inbox Now
* Record Overviews from Inbox Now in the Salesforce Inbox App
* Work with Salesforce Data in Inbox Mobile
* Access Salesforce Data in Inbox Mobile
* How Salesforce Records Are Matched to Emails and Events
* Create Salesforce Data from Inbox Mobile
* View Your Salesforce Tasks in Inbox Mobile
* Create Salesforce Tasks from Inbox Mobile
* Log Events Manually in Inbox Mobile
* Log Emails Manually in Inbox Mobile
* Get a Quick Overview with Contact Cards in Inbox Mobile
* Boost Productivity on Every Email in Inbox Mobile
* Use Salesforce Templates in Inbox Mobile
* Use Insert Availability to Optimize Meeting Scheduling
* Prioritize Your Mobile Inbox with Intelligent Notifications
* Never Lose Touch with Follow-Ups in Inbox Mobile
* Time Emails to Send Later in Inbox Mobile
* Take a Shortcut to Typing Faster Emails in Inbox Mobile
* Work Offline in the Salesforce Inbox App on iOS and Android
* Inbox Mobile Release Notes
* Inbox for iOS
* Version 8.6.0
* Inbox Supported on iOS 14
* Microsoft Intune Support
* Version 8.5.0
* Diagnose Connection Issues in Inbox on iOS When Working with
Support
* Email Tracking Location Information Removed from Inbox Mobile for
iOS
* Version 8.4.0
* Select Your Preferred Browser
* Removed SalesforceIQ CRM Login Option
* Version 8.3.0
* Dismiss All Insights Types in Inbox Now
* Version 8.2.0
* Select How to Join an Event in Inbox Now
* Supplemental Contact Information in Inbox Mobile Scheduled for...
* Version 8.1.0
* Inbox Supported on iOS 13
* Access Email Templates in Nested Folders
* Filter Insights in Inbox Now
* Inbox for Android
* Version 5.6.0
* Version 5.5.0
* End of Support for Android 5 for the Salesforce Inbox Mobile App
* Email Tracking Location Information Removed from Inbox Mobile
for...
* Version 5.4.0
* Removed SalesforceIQ CRM Login Option
* Version 5.3.0
* Dismiss All Insight Types in Inbox Now
* Version 5.2.0
* View Emails Without Conversation Threading in Inbox for Android
* Select How to Join an Event in Inbox Now
* Version 5.1.0
* Inbox Supported on Android 10
* Access Email Templates in Nested Folders
* Filter Insights in Inbox Now
* Supplemental Contact Information in Inbox Mobile Scheduled for...
* Lightning Sync
* Move from Lightning Sync to Einstein Activity Capture
* Why Move from Lightning Sync to Einstein Activity Capture?
* How Does the Lightning Sync Migration Assistant Work?
* Can My Company Make the Move Using the Lightning Sync Migration...
* Lightning Sync Migration Assistant Requirements
* Considerations for Migrating to Einstein Activity Capture
* Understand and Plan for Einstein Activity Capture User Permissions
* Kick Off Your Migration to Einstein Activity Capture
* Find the Migration Assistant in Your Lightning Sync Settings
* Run the Migration Assistant Readiness Check
* Move Your Settings from Lightning Sync to Einstein Activity Capture
* Access Migrated Configurations and Add Einstein Activity Capture...
* Assign Einstein Activity Capture User Permissions
* Turn Off Lightning Sync
* Get Acquainted with Einstein Activity Capture
* Lightning Sync System Requirements
* Lightning Sync User License Support
* Lightning Sync Security
* Lightning Sync Design and Data Flow
* Lightning Sync Connection Security
* Security Measures Specific to Your Connection Method
* Service Account Connection for Microsoft Users
* OAuth 2.0 Connection for Microsoft Users
* Connection for Google G Suite Users
* Lightning Sync Transactions
* How Your Contacts Sync with Lightning Sync
* Contact Sync
* Person Account Sync
* Contact Field Sync
* Sync for Contacts Restored from the Recycle Bin
* Contact Sync Filters
* How Your Events Sync with Lightning Sync
* Event Sync
* Events Automatically Related to Contacts or Leads
* Event Series Sync
* Event Attendee Sync
* Event Delete
* Private Event Sync
* Event Field Sync
* Sync for Events Restored from the Recycle Bin
* Manage Your Syncing Contacts
* Get Ready to Sync Contacts with Lightning Sync for Google
* Get Ready to Sync Contacts with Lightning Sync for Microsoft®
Exchange
* Manage Your Syncing Events
* Get Ready to Sync Events with Lightning Sync for Microsoft® Exchange
* Get Ready to Sync Events with Lightning Sync for Google
* Use the Outlook or Gmail Integration to Select Which Events Sync
* Lightning Sync Considerations
* Considerations for Syncing Contacts
* Considerations for Syncing Events
* Respond to Event Invitations from Your Microsoft or Google Calendar
* Considerations for Syncing Events from Your Calendar Application
to...
* Guidelines for Syncing Events from Your Calendar Application to...
* Lightning Sync Considerations for Companies With Multiple
Salesforce...
* See the Big Picture for Setting Up Lightning Sync for Microsoft®...
* Learn About Lightning Sync for Microsoft® Exchange Features
* Choose and Configure a Method for Connecting to Microsoft® Exchange
* Connect Salesforce and Microsoft® Exchange Using an Exchange
Service...
* Prepare Your Microsoft Exchange Server for Lightning Sync
* Set Up a Microsoft Exchange Service Account to Communicate
with...
* Run the Microsoft® Remote Connectivity Analyzer with Lightning
Sync...
* Set Up Salesforce to Communicate with Microsoft® Exchange Using
a...
* Connect Salesforce and Microsoft® Exchange Using OAuth 2.0
* Run the Lightning Sync Connection Test for Microsoft® Exchange Users
* Tell Reps How to Prevent Certain Microsoft® Outlook Calendar
Events...
* Define Lightning Sync for Microsoft® Exchange Settings for Reps
* Tell Reps How to Sync Microsoft® Contacts with Salesforce
* See the Big Picture for Setting Up Lightning Sync for Google
* Learn About Lightning Sync for Google Features
* Prepare Your Google Account for Lightning Sync
* Prepare Salesforce for Lightning Sync
* Run the Lightning Sync Connection Test for Google Users
* Tell Sales Reps How to Prevent Certain Google Calendar Events from...
* Define Lightning Sync for Google Settings for Reps
* Manage Lightning Sync Users
* Assign Reps to Lightning Sync Configurations
* Fix Sync Issues for Lightning Sync Users
* Check Lightning Sync Users’ Sync Statuses
* Build and Run a Lightning Sync Error Report
* Reset Sync for Lightning Sync Users
* Test the Connection Between Your Server and Salesforce
* Lightning Sync for Microsoft® Exchange Statuses
* Get Help Setting Up Lightning Sync
* Email Application Publisher Layouts
* Create Quick Actions for the Salesforce Side Panel Action Menu
* Customize Email Application Action Menus
* Assign Email Application Publisher Layouts to User Profiles
* My Unresolved Items
* Resolving Your Synced Contacts
* Resolving Your Synced Events
* Resolving Your Synced Outlook Tasks
* Salesforce for Outlook
* Move from Salesforce for Outlook to the Next-Generation Products
* Salesforce for Outlook Is Retiring
* Prepare for Salesforce for Outlook Retirement
* Prepare for the Move to a Replacement Product
* Explore Our Latest Microsoft Integration Products
* Learn About the Next-Generation Microsoft Integration Products
* Compare Salesforce for Outlook with the Next Generation Products
* Verify That You Meet the Next-Generation Product Requirements
* Verify That the Next-Generation Products Meet Your Security...
* Choose Which Next-Generation Products You Want to Roll Out
* Itemize Replacement Features That You Want to Roll Out
* Itemize the Rollout Considerations and Guidelines That Impact You
* Start Your Migration and Test Plan
* Review Things to Know Before Rolling Out Replacement Products
* Things to Know Before Replacing the Side Panel
* Things to Know Before Rolling Out Capture
* General Things to Know Before Replacing Your Sync Product
* Things to Know Before Replacing Your Contact Sync Product
* Things to Know Before Replacing Your Event Sync Product
* Learn About Administrator-Set Considerations for Migration
* Learn About Preparing Repeating Events for Migration
* Learn About Preparing Default Outlook Calendars for Migration
* Learn About More User Training for Migration
* Have Sales Reps Prepare Their Events for Sync Migration
* Manage Your Repeating Events for Migration
* Prepare Your Default Outlook Calendar for Event Sync
Migration
* Get Ready to Sync Events Using Einstein Activity Capture
* Test Your Next-Generation Product Rollout
* Disable Salesforce for Outlook for Your Testers
* Roll Out the Outlook Integration to Your Testers or Users
* Roll Out Einstein Activity Capture to Your Testers or Users
* Roll Out the Next-Generation Products in Production
* Disable Einstein Activity Capture Configurations in Sandbox
* Uninstall Salesforce for Outlook After Migration
* Reference Considerations for Moving from Salesforce for Outlook to...
* Learn About the Support Differences Between Salesforce for
Outlook...
* Learn About the Feature Differences Between Salesforce for
Outlook...
* Considerations for Running Outlook Integration and...
* How Salesforce Manages Sync Conflicts Between Products
* Salesforce for Outlook Supported Languages
* Salesforce for Outlook System Requirements
* View and Work with Salesforce Records from Microsoft® Outlook®
* Add Microsoft® Outlook® Emails to Salesforce Records
* Remove Microsoft® Outlook® Emails from Salesforce Records
* Add Microsoft® Outlook® Events to Salesforce Records
* Add Microsoft® Outlook® Tasks to Salesforce Records
* Create Records Directly from the Salesforce Side Panel
* Searching for Salesforce Records in Microsoft® Outlook®
* Get Familiar with Salesforce for Outlook
* Syncing Between Microsoft® Outlook® and Salesforce
* How Your Contacts Sync with Salesforce for Outlook
* How Events Sync with Salesforce for Outlook
* How Recurring Events Sync with Salesforce for Outlook
* How Tasks Sync with Salesforce for Outlook
* Automatic Account Assignments for Synced Contacts
* Create Cases from the Outlook Ribbon with Salesforce for Outlook
* Outlook Configurations and Email Application Publisher Layouts
* Create Salesforce for Outlook Configurations
* Assign Users to Salesforce for Outlook Configurations
* Define Data Settings for Salesforce for Outlook
* Set Up Email Options for Salesforce for Outlook
* Learn How Enabling Recurring Events Affects Salesforce for
Outlook...
* Set Up Create Case for Salesforce for Outlook Users
* Define Sync Directions for Your Salesforce for Outlook Users
* Define Conflict Behavior for Salesforce for Outlook
* Customize the Fields That Sync Between Salesforce and Microsoft®...
* Define Matching Criteria for Salesforce for Outlook
* Let Users Modify Salesforce for Outlook Settings
* Assign Users’ Sync Folders in Microsoft® Outlook®
* Define Advanced Settings for Salesforce for Outlook
* Salesforce for Outlook Default Configurations
* Define Data Sets for Salesforce for Outlook
* Learning about Data Sets for Salesforce for Outlook
* Configure Contact Filters for Salesforce for Outlook
* Salesforce for Outlook Contact Filters
* Configure Event Filters for Lightning Sync and Salesforce for
Outlook
* Create Task Filters for Salesforce for Outlook
* Sample Lightning Sync and Salesforce for Outlook Data Sets
* Check the Size of Salesforce for Outlook Data Sets
* Track the Versions of Salesforce for Outlook Your Users Run
* Set Up Salesforce for Outlook on Your Desktop
* Download the Salesforce for Outlook Installer
* Install and Set Up Salesforce for Outlook
* Manage Your Salesforce for Outlook Configuration
* Edit Your Salesforce for Outlook Email Settings
* Edit Your Salesforce for Outlook Sync Settings
* Customize Your Salesforce for Outlook Sync Direction
* Edit Conflict Settings
* Viewing Your Salesforce for Outlook Matching Criteria
* Specify Which Salesforce Fields Sync to Microsoft® Outlook®
* Uninstall Salesforce for Outlook
* Manage How Microsoft® Outlook® Items Sync with Salesforce
* Choose Which Microsoft® Outlook® Items Sync with Salesforce
* Prevent Which Microsoft® Outlook® Items Sync with Salesforce
* Delete Items Syncing with Salesforce for Outlook
* Access Salesforce for Outlook Settings and Tools
* Viewing the Salesforce for Outlook Sync Log
* Changing Your Salesforce for Outlook Login Information
* Change Your Salesforce for Outlook Sync Folders
* Hide Salesforce for Outlook Alerts
* View Salesforce for Outlook Errors
* Remove Customer Data from Your Salesforce for Outlook Logs
* Salesforce for Outlook FAQ
* What’s the difference between private items in both Salesforce and...
* Does Salesforce for Outlook support terminal servers?
* Why is my Salesforce for Outlook installation failing on the...
* Can I map custom fields I’m syncing with Salesforce for Outlook?
* Can I mass configure Salesforce for Outlook?
* Can I use filter logic in Salesforce for Outlook data sets?
* Can I sync person accounts by using Salesforce for Outlook?
* Can I add cases using Salesforce for Outlook?
* Can I associate Outlook records to custom objects using Salesforce...
* Why does Salesforce for Outlook create duplicate records in...
* Why does Salesforce for Outlook create duplicate contacts in...
* Why does Salesforce for Outlook delete my Outlook records after I...
* Why isn’t Salesforce for Outlook adding emails to the right
contact...
* Why can’t I add emails to Salesforce?
* When I add emails to Salesforce, how can I include email attachments?
* How do I enable contacts for sync in Salesforce for Outlook?
* How does Salesforce for Outlook protect emails?
* Does Salesforce support single sign-on (SSO) for Salesforce for...
* How secure is Salesforce for Outlook?
* Extended Mail Merge
* Set Up Extended Mail Merge
* Turn On Extended Mail Merge
* Create or Download Mail Merge Templates
* Create Mail Merge Templates in Microsoft Word
* Download Sample Mail Merge Templates for Extended Mail Merge
* Upload Mail Merge Templates to Salesforce
* Guidelines for Creating Extended Mail Merge Templates
* Considerations for Creating Extended Mail Merge Templates
* Generate Mail Merge Documents Using Extended Mail Merge
* Generate a Single Mail Merge Document
* Generate Mass Mail Merge Documents
* Considerations for Using Extended Mail Merge
* Use Email to Salesforce to Relate Emails to Records
* How Does Email to Salesforce Work?
* Set Up Email to Salesforce
* Enable Email to Salesforce for Your Users
* Relate Emails to Your Salesforce Records Using Email to Salesforce
* Handle Emails That Email to Salesforce Doesn’t Assign to Records
* Considerations for Using Email to Salesforce
* Guidelines for Using Email to Salesforce
* Maintaining Email Security
* Work With Salesforce’s Email
* Send Email Through Salesforce
* Which Option for Sending Email from Salesforce Is Best for Your...
* Considerations for Sending Email from Salesforce
* Commercial Email Regulation Considerations
* Common Email Deliverability Hurdles
* Guidelines for Protecting Your Email Reputation
* Send Through Gmail or Office 365
* Considerations for Send Email Through Gmail™ or Office 365™
* Set Up Send Email from Salesforce with Gmail™ or Office 365™
* Send Email Through Gmail™ or Office 365™ in Lightning Experience
* Send Through Salesforce
* Considerations for Setting Up Send through Salesforce
* Set Up Send Email Through Salesforce
* Improve Deliverability of Emails Sent from Salesforce
* Test the Deliverability of Emails Sent Through Salesforce
* Configure Deliverability Settings for Emails Sent from Salesforce
* Guidelines for Configuring Deliverability Settings for Emails
Sent...
* Enabling Compliance BCC Emails
* Use Email Logs to Monitor Emails Sent from Salesforce
* Considerations for Using Email Logs
* Request an Email Log
* Email Log Reference
* Use Enhanced Email for More Email Functionality
* Considerations for Using Enhanced Email
* Set Up Enhanced Email
* Customized Fields in the Outgoing Email Action Layout
* Send Email Through Email Relay
* Considerations for Setting Up Email Relay
* Set Up Email Relay
* Set Up an Email Domain Filter
* Guidelines for Working with Email
* Email Allocations per Edition
* Email Editions and Permissions in Lightning Experience
* Manage Email in Lightning Experience
* Send Email from a Record in Lightning Experience
* Email Attachments
* Merge Fields and Templates in Emails
* Find Email Sent from a Salesforce Record in Lightning Experience
* View Email Engagements on Email Records
* Considerations for Insert Availability in Lightning Experience Desktop
* Schedule Emails with Send Later
* Set Up Send Later for Your Sales Reps
* Schedule Send Later with List Email
* Things to Know About Using Send Later
* Use the Email Action in Lightning Experience
* Which Email Action Are You Using in Lightning Experience?
* Email Action Considerations
* Troubleshoot the Email Action
* Confirm That Global Layouts Are Using the Correct Email Action
* Confirm That Record Layouts Are Using the Correct Email Action
* Create Additional Email Actions in Lightning Experience
* Fields Available on the Email Quick Action
* Create Predefined Field Values for Email Recipients in the Send...
* Manage Email in Salesforce Classic
* Considerations for Sending Email in Salesforce Classic
* Send Email in Salesforce Classic
* Delete Email Attachments Sent as Links in Salesforce Classic
* Manage the Admin Details of Email
* Email Security Mechanisms
* Set Up Transaction Layer Security (TLS)
* Sender Policy Framework (SPF)
* Enable Email Security Compliance
* Include Salesforce in Your SPF Record
* Set Up Secure DKIM Keys
* Considerations for Creating DKIM Keys
* Create a DKIM Key
* What Is DMARC?
* Email Address Internationalization (EAI)
* Email Address Internationalization (EAI) Considerations
* Prepare for Email Address Internationalization (EAI)
* Set Up Email Address Internationalization (EAI)
* Verify Email Addresses with Async Email
* Organization-Wide Email Addresses
* Considerations for Using Organization-Wide Email Addresses
* Set Up Organization-Wide Email Addresses
* Organization-Wide Email Footers
* Considerations for Setting Up Organization-Wide Email Footers
* Set Up Organization-Wide Email Footers
* Inbound Email Snapshots
* What Are Inbound Email Snapshots?
* Considerations for Using Inbound Email Snapshots
* Request an Inbound Email Snapshot
* Access Inbound Email Snapshots
* View an Inbound Email Snapshot
* Email: What’s Different or Not Available in the Salesforce Mobile App
* Using Images in Emails, Email Templates, and Enhanced Letterheads
* Enable Email Bounce Handling
* Email Open Tracking and Email Opt Out
* Enable the Enforce Email Privacy Settings Preference
* Track External and Internal Email
* Use and Filter Email Open Tracking
* Considerations for Email Open Tracking
* Enable Email Tracking for All Customers Opening Email from Your...
* Enable Email Tracking for Individuals Opening Email from Your
Company
* Enable Filtering for Email Tracking by IP Address
* Set Up Filtering for Email Tracking by IP Address
* Opting Out of Email
* Considerations for Opting Out of Email
* Individually Opting Out of Email
* What’s the Difference Between Email Opt Out and Individual Email...
* What’s the Difference Between Commercial and Non-Commercial Email?
* Choose Which Sales Reps Can Send Non-Commercial Email
* Email Reports
* Report on Email Messages
* Report on List Emails
* Considerations for Email Reports
* Email a Group
* Send List Email in Lightning Experience
* Considerations for Sending List Email in Lightning Experience
* Enable List Email
* Send a List Email in Lightning Experience
* List Email Limitations
* Send Mass Email in Salesforce Classic
* Considerations for Sending Mass Email in Salesforce Classic
* Send Mass Email in Salesforce Classic
* View the Status of Your Mass Email in Salesforce Classic
* Mass Email Queue: Monitor the Status of Mass Emails Sent Through...
* Guidelines for Sending Mass Email in Salesforce Classic
* Mass Email Limitations
* Email Templates
* Standardize Email with Email Templates
* Email Template Allocations per Edition
* Types of Email Templates
* Select an Email Template When You Compose an Email
* Considerations for Using Content from External Sources in Email...
* Email Template Permissions
* Rendering HTML Tags in Outlook
* Use Merge Fields in Email Templates and Letterheads
* Considerations for Using Merge Fields in Email Templates and...
* What's the Difference Between HML and SML Merge Languages?
* Use the Handlebars Merge Language in Lightning Email Templates,...
* Convert a Lightning Email Template from SML to HML
* Use the Salesforce Merge Language in Lightning Email Templates
* Use the Salesforce Merge Language in Classic Email Templates
* Email Templates in Lightning Experience
* Create an Email Template in Lightning Experience
* Public and Private Email Templates in Lightning Experience
* Select Who Can Manage Public Email Templates in Lightning Experience
* Manage Public and Private Email Templates in Lightning Experience
* Considerations for Using Public and Private Email Templates in...
* Folders and Enhanced Sharing in Lightning Experience
* Enable Folders and Enhanced Sharing for Email Templates
* Select Which Users Can Create and Share Email Template Folders
* Considerations for Email Template Folders and Sharing
* Enhanced Letterheads in Lightning Experience
* Create Enhanced Letterheads in Lightning Experience
* Associate Enhanced Letterheads with Email Templates in Lightning...
* HTML Tags in Lightning Email Templates
* Use Your Classic Email Templates in Lightning Experience
* Considerations for Using Your Classic Email Templates in Lightning...
* Supported File Types for Lightning Email Attachments in Packaging...
* Email Template Builder
* Considerations for Using Email Template Builder
* Select Who Can Work in Email Template Builder
* Getting Around Email Template Builder
* Create and Edit Email Templates in Email Template Builder
* Use Email Template Builder Templates in Lightning Experience
* Guidelines for Using Email Template Builder
* Email Templates in Salesforce Classic
* View and Edit Email Templates in Salesforce Classic
* Clone Email Templates in Salesforce Classic
* Considerations for Sending Classic Email Templates in Salesforce...
* Types of Classic Email Templates
* Create Text Email Templates in Salesforce Classic
* Create Custom HTML Email Templates in Salesforce Classic
* Add Images to Email Templates in Salesforce Classic
* HTML Classic Letterhead Email Templates in Salesforce Classic
* Create Classic Letterheads for Email Templates
* Create HTML Classic Letterhead Email Templates in Salesforce Classic
* Visualforce Email Templates in Salesforce Classic
* Create Visualforce Email Templates in Salesforce Classic
* Use Merge Fields for Visualforce Email Templates in Salesforce
Classic
* Manage Version Settings for Visualforce Email Templates in...
* Using Visualforce Email Templates with Guest Users
* Modify a Visualforce Email Template for Guest Users
* Considerations for Using Visualforce Email Templates with Guest Users
* Using Visualforce Classic Email Templates in Automation
* Sales Dialer
* Guidelines for Making and Receiving Calls
* Assign a Dialer Number
* Assign a Forwarding Number for Dialer
* Sales Dialer Best Practices
* Set Up Sales Dialer
* Dialer Prerequisites
* Dialer Limitations
* Enable Sales Dialer
* Add Dialer to the Utility Bar
* Assign the Dialer Permission Set to Users
* Enable Local Presence
* Enable Call Monitoring
* How Do I Manage Dialer Usage?
* Guard Outgoing Calls Against Filters
* Release a Dialer Number
* Remove Dialer Licenses from Users
* Test Dialer Features in Sandbox
* Sales Dialer Troubleshooting Tips
* News
* Guidelines for Using News
* Enable News
* Activities: Tasks, Events, and Calendars
* Tasks
* Start Using Tasks
* Organizing and Completing Your Tasks with the To Do List
* Considerations for Using Tasks
* Create Tasks in Bulk for Multiple People in Salesforce Classic
* Disable Task Notifications in Salesforce Classic
* Repeat a Task
* Considerations for Closing and Reopening Tasks
* Task Fields
* Set Up Tasks for Your Sales Reps
* Enable Recurring Tasks
* Enable Recurring Tasks in Lightning Experience and the
Salesforce...
* Enable Recurring Tasks in Salesforce Classic
* Enable Task Notifications
* Enable Task Notifications in Lightning Experience
* Enable User Control of Email Notifications for Tasks in
Salesforce...
* Considerations for Enabling User Control of Task Notifications
* Enable Simpler Task Form in the Salesforce Mobile App
* Customize the Fields that Display on Tasks in the Activity Timeline
* Enable Group Tasks in Salesforce Classic
* Customize Task List Actions
* Events and Calendars
* Help Your Sales Reps Manage Events and Calendars
* Customization Options for Events and Calendars
* Set Up Users to Send Invitations to Attendees from Lightning...
* Set Up Lightning Experience Event Reminders
* Create and Manage a Public Calendar or a Resource Calendar
* Event Fields
* Event Fields in Lightning Experience
* Event Fields in Salesforce Classic
* Manage Events
* Manage Events in Lightning Experience
* Manage Events in Salesforce Classic
* Use Calendars to Track and Visualize Dates in Salesforce Objects in...
* Create an Object Calendar in Lightning Experience
* Create a Calendar of Opportunity Close Dates in Lightning Experience
* Create a Calendar of Task Due Dates in Lightning Experience
* Create a Calendar of Direct-Mail Campaigns in Lightning Experience
* Create a Calendar to View Open Cases by SLA in Lightning Experience
* Considerations for Calendars Created from a Salesforce Object in...
* Calendar Sharing
* Calendar Sharing in Lightning Experience
* Share Your Calendar in Lightning Experience
* View Coworkers’ Calendars in Lightning Experience
* Calendar Sharing in Salesforce Classic
* Share Your Calendar in Salesforce Classic
* View a Coworker’s Calendar in Salesforce Classic
* Calendar Views
* Calendar Views in Lightning Experience
* Calendar Views in Salesforce Classic
* Considerations for Using Events and Calendars
* Considerations for Using Events and Calendars in Lightning Experience
* Considerations for Using Events and Calendars in Salesforce Classic
* Considerations for Using Events and Calendars in the Salesforce...
* Scheduling and Invitations
* Invite People to an Event and Schedule Resources in Salesforce
Classic
* Quickly Schedule a Meeting About an Account, a Contact, or a Lead
in...
* Export Events to Other Calendar Applications from Salesforce Classic
* Create an Event in a Public Calendar in Salesforce Classic
* Respond to Event Invitations
* Respond to Event Invitations Sent from Lightning Experience or
the...
* Respond to Event Invitations Sent from Salesforce Classic
* Things to Know About Activities
* Create Predefined Subjects for Tasks and Events
* Considerations for Enabling Shared Activities
* Considerations for Disabling Roll Up of Activities to a Contact’s...
* Guidelines for Tracking Activities
* Activity Timeline
* Activity Timeline Customization Considerations
* Activity Timeline Settings Filters
* Sorting in the Activity Timeline
* Sorting Options for Upcoming and Overdue Activities in the
Activity...
* Change Sorting for Upcoming and Overdue Activities
* Sorting Options for Past Activities in the Activity Timeline
* Change Sorting for Past Activities
* What Are the Differences Between Activity Timeline and Activity...
* Activity Reminders and Notifications
* Activity Reminders and Notifications in Salesforce Classic
* Activity Reminders and Notifications in Salesforce Lightning...
* Work with Archived Activities
* Activities Reports
* Report on the Primary Contacts for Activities
* Report on Activities Related to Other Records
* Report on Contacts Related to Activities
* Report on Meetings with Customers
* Set Up Activities for Your Sales Reps
* Enable Shared Activities
* Considerations for Enabling Shared Activities
* Enable Roll Up of Activities to a Contact’s Primary Account
* Considerations for Disabling Roll Up of Activities to a Contact’s...
* Enable Activity Reminders
* Add Send an Email, Log a Call, New Event, and New Task Buttons to...
* Control Access to Activities
* Considerations for Using the Dynamic Activity Composer
* Switch Between the Tabbed and Dynamic Activity Composer
* Notes
* Guidelines for Working with Notes
* Share Notes
* Share Notes in Lightning Experience
* Share Notes in Salesforce Classic
* Protect Sensitive Data with Private Notes
* Revert to a Previous Version of a Note
* Considerations for Setting Up and Using Notes
* Set Up Notes
* Enable Notes
* Add the Notes Related List to Page Layouts
* Let Users Create Notes from the Chatter Publisher, Global Actions...
* Let Users Take Notes in the Salesforce Mobile App
* Turn Off Feed Tracking for Notes
* Social Accounts, Contacts, and Leads
* Set Up Social Accounts, Contacts, and Leads
* Select and Change Profile Images for Accounts, Contacts, and Leads
* Link Twitter Profiles to Accounts, Contacts, and Leads
* Hide Social Network Profiles on Accounts, Contacts, and Leads
* Guidelines for Using Social Accounts, Contacts, and Leads
* Social Accounts, Contacts, and Leads: What’s Different or Not...
* Social Intelligence Module
* Administrator Setup
* Install the Social Intelligence Module
* Configure Authentication
* Configure Permissions
* Configure the User Interface
* SIM Components
* Top Posts View
* Configure Top Posts View
* Related Social Content
* Application Tab Page
* Post and Actions
* Social Actions on Posts
* Publish or Reply to a Tweet
* View Personal Twitter Feed
* Change Language Settings
* Register Personal Social Accounts
* Salesforce to Salesforce
* Set Up Salesforce to Salesforce
* Enable Salesforce to Salesforce
* Configure Salesforce to Salesforce
* Connect with Your Business Partners using Salesforce to Salesforce
* Enable Connection Finder
* Find Out if Your Businesses Partners Use Salesforce
* Invite Business Partners to Connect using Salesforce to Salesforce
* Accept an Invitation for Salesforce to Salesforce
* Create and Apply Connection Templates
* Manage Salesforce to Salesforce Connections
* Publish Objects with Salesforce to Salesforce
* Publish Fields in Salesforce to Salesforce
* Subscribe to Objects with Salesforce to Salesforce
* Subscribe to Fields in Salesforce to Salesforce
* Automate Updates with Workflow Rules in Salesforce to Salesforce
* Share Records Using Salesforce to Salesforce
* Forward Records to Another Salesforce Organization
* Accept Records Forwarded from a Connected Organization
* Criteria for Automatically Accepting Related Records from a...
* Report on Salesforce to Salesforce Activity
* Guidelines for Using Salesforce to Salesforce
* Statuses for Records Shared with Salesforce to Salesforce
* Best Practices for Mapping Fields in Salesforce to Salesforce
* Video Conferencing
* Zoom Integration
* Set Up Zoom Integration
* Turn On Zoom Integration
* Select Who Can Access Zoom Integration
* Manage Excluded Addresses and Domains for Zoom Integration Users
* Turn Off Zoom Integration
* Manage Zoom Data
* Use Zoom Integration
* Connect Your Zoom Account
* Manage Excluded Addresses for Your Individual Zoom Integration
* Troubleshoot Connecting Your Zoom Account
* Disconnect Your Zoom Account in Salesforce
* Uninstall the Salesforce App from Your Zoom Account
* Video Integration
* Video Integration
How Does Email to Salesforce Work?
You are here:
1. Salesforce Help
2. Docs
3. Sales Productivity
HOW DOES EMAIL TO SALESFORCE WORK?
When you send email from external email applications, use Email to Salesforce to
automatically relate those emails to your Salesforce leads, contacts,
opportunities, and other specific Salesforce records.
REQUIRED EDITIONS
Available in: both Salesforce Classic and Lightning Experience Available in: All
Editions
When composing, forwarding, or replying to an email, you enter a special Email
to Salesforce address in the BCC field (or any other recipient field).
Salesforce receives a copy of the email. Depending on your configuration,
Salesforce adds the email to the Activity History related list of the record
whose email address matches the recipient’s email address, or to the My
Unresolved Items page. From the My Unresolved Items page, you can manually
assign the email to a record. Unassigned emails also appear in your open task
list.
RELATING EMAILS TO LEADS, CONTACTS, AND OPPORTUNITIES
If you configure Email to Salesforce to associate emails to matching leads or
contacts, Salesforce searches the To and CC fields for the email addresses of
your leads or contacts. If any leads or contacts are found, Salesforce saves the
email to the Activity History related list on the appropriate record.
If you configure Email to Salesforce to associate emails to matching
opportunities, Salesforce searches the To and CC fields for the email addresses
of your contacts. If contacts are found, Salesforce saves the email to the
Activity History related list on all open opportunities, as long as the contact
is assigned a contact role on the opportunity.
If Salesforce can’t match any email addresses for recipients that appear in the
To and CC fields of emails that you add to Salesforce, the My Unresolved Items
page displays one row for each email.
RELATING EMAILS TO SPECIFIC RECORDS
To relate an email to a specific Salesforce record, include the record ID in the
subject line or body of the email.
If you configure Email to Salesforce to associate email with matching leads,
contacts, or opportunities, an unresolved task is created when an email is
associated with a lead, contact, or opportunity using a record ID but not a
matching email address. For example, you configure emails to be associated with
matching leads. You then send an email directly to your Email to Salesforce
address with a lead record ID in the body or subject line of the email. The
email is associated with the lead, and an unresolved task is created.
GETTING STARTED
When your Salesforce admin activates Email to Salesforce, you receive an email
that contains your system-generated Email to Salesforce address. This address
also appears in your personal settings.
Access your personal settings to configure Email to Salesforce before you use
it.
SEE ALSO
* Considerations for Using Email to Salesforce
* Set Up Email to Salesforce
* Relate Emails to Your Salesforce Records Using Email to Salesforce
* Guidelines for Using Email to Salesforce
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