Adding emails to Salesforce records
We use Mac Mail. When we want to add an email to a Salesforce record, we have to add an email address into BCC so that Salesforce can add the email for us.
Click on My Settings
Click on My Email to Salesforce
You'll find your email to Salesforce Address here:
Make sure to save this somewhere that is easy to access for when you send emails out that you want to keep a record of in Salesforce.
0 Comments
Add your comment