In this video, learn how to interact with Salesforce data when using external email.
- [Male Voiceover] Let's see how Salesforce…let's us track our emails that we send…with external email applications and…makes them sticky to records in Salesforce…so that any emails we send from our regular inbox…will be recorded over to our Salesforce records…to collect all our important information in one place.…We'll need to have our external email inbox open…for this demonstration and I'll be using Gmail.…We'll first need to set up our email to Salesforce…email address so let's head over to the gear cog icon…here on the right hand side, we'll click it.…
We'll click on setup and then in the quick find,…we'll type in email then we'll click on…email to Salesforce, we'll click edit.…We'll activate the feature then we'll click save…then we'll click this button and…the team has been notified that we've enabled this feature.…Now let's head over to our inbox.…Let's go ahead and open up the email…and we'll click this link to set up the feature.…
So right here is our email to Salesforce address.…Here we'll enter the from emails we use to…
Author
Released
8/31/2017- Getting team buy-in
- Registering your account
- Working with users and permissions
- Using calendars
- Managing leads and contacts
- Tracking affiliations and relationships
- Recording activities
- Importing records
- Using collaboration tools such as Chatter and email templates
- Measuring and improving success with reports and dashboards
Skill Level Beginner
Duration
Views
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Introduction
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Welcome2m 5s
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Salesforce help2m 58s
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1. Getting Started
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Team buy-in2m 9s
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Grant application2m 59s
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2. Working with Salesforce
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Profiles3m 12s
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Permission sets3m 43s
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Managing users6m 1s
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Apps and branding5m 17s
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Calendars2m 37s
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3. Working with Data
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Accounts4m 12s
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Leads5m 54s
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Contacts4m 46s
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Activities5m 6s
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Donation management4m 48s
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Importing records2m 48s
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4. Tools for Success
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Chatter6m
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Cases3m 34s
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Email templates5m 31s
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Files5m 6s
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Email clients3m 34s
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5. Measuring Success
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Campaigns4m 10s
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Reporting4m 57s
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Dashboards3m 31s
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Conclusion
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Next steps1m 17s
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Video: Email clients