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Connect Email To CRM By Salesforce Gmail Integration
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WebStep 1 Log in to Salesforce. Step 2 Find your username in the top right corner, and select My Settings from the dropdown. Step 3 Expand Email underneath My Settings and select My Email to Salesforce. Step 4 Select which records you wish to associate emails to and click Save. Step 5 WebAs a Certified Salesforce Administrator and Associate, I have a solid understanding of Salesforce platform basics, data modeling, and data management. I possess hands-on experience in creating ... WebIn Salesforce Classic, you generally create and send emails from the HTML Email Status related list. That’s also where you can see what’s already been sent. In Lightning Experience, you have several options for creating and sending emails. The Activity Composer on a record and the Global Actions menu are the options you’ll probably use … bring a stoned band helper on tour