create record through salesforce for outlook plugin

How do I log emails to a specific opportunity? If Email to Salesforce matches an email to multiple opportunity records in Salesforce, the email is included in the activity history on all matching open records. What if the email to Salesforce matches multiple opportunities? Note: Auto BCC to Salesforce works only for a Lead or Contact in Salesforce, not for an Opportunity. Select which records you wish to associate emails to and click Save.Ĭopy the email address that appears for your Email to Salesforce address.Ĭontinue instructions for adding an Auto BCC here. To learn more about the Salesforce integration in Front, see here.įind your username in the top right corner, and select My Settings from the dropdown.Įxpand Email underneath My Settings and select My Email to Salesforce. A rep or service agent can draft a fully formatted email in Salesforce, from any object, using the advanced email editor which is built into Email-to-anything. Email-to-anything, the top-rated AppExchange app, integrates Outlook with any Salesforce object. You can automatically log your emails to Salesforce using the Auto BCC feature in Front to associate emails to any open opportunities, leads, and contacts. Integrating Outlook with Salesforce is as easy as installing Email-to-anything. By blind carbon copying a designated email address onto a rep’s emails, they’re able to log email activity under the Salesforce record associated to that contact. Sales reps can have visibility into the history of a contact and how they’ve interacted with them in the past. The field imports are passed in to the myFields array. The form displays a Save button that updates the record, and a Cancel button that reverts changes. This example creates a record using import references for the account object and its fields. BCC to Salesforce is a function within Salesforce CRM that gives sales reps the option to track sent emails to prospects and customers. To create a record using lightning-record-form, leave out the record-id attribute.

Create record through salesforce for outlook plugin