![]() ![]() If you really want to get fancy (like we did), you can skip the manual process by setting up forwarding rules within exchange for each of your users to automatically forward their emails to their Email to Salesforce address. When the user wants to relate an outgoing email to Salesforce, they simply bcc the Email to Salesforce address, which forwards the email to Salesforce and associates the email to the record(s) related to the corresponding Contact. Each user is assigned a designated “ Email to Salesforce” address, which is linked to their email address. A quick and easy way to associate emails to related records in Salesforce based on email address.The sync happens automatically behind the scenes based on the settings defined. No plug-in involved or software install required, but the downside is you lose the side panel in Outlook. This involves a multiple step set-up by both a Salesforce Administrator and internal IT resources. ![]()
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