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Salesforce CRM Admin Cookbook by Paul Goodey

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Enabling the Email to Salesforce feature in Salesforce CRM

Email to Salesforce is a feature within Salesforce CRM that lets you assign e-mails to Salesforce records when sending messages from your external e-mail account, such as Outlook, Google Mail, and so on. Here, you can assign the e-mail to leads, contacts, opportunities, and other records in Salesforce.

When creating, forwarding, or replying to an e-mail, you simply enter your Email to Salesforce address in the BCC field or any recipient field.

The Salesforce system then receives a copy of the e-mail and, depending on your configuration, adds it to either the Activity History related list of the matched record or to the My Unresolved Items page, where you can then manually assign it.

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