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Salesforce Sync Settings salesforce-sync-settings

Last update: Fri Jul 21 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

Logging Email Activity to Salesforce via API logging-email-activity-to-salesforce-via-api

This functionality requires you to be on the Enterprise/Unlimited edition of Salesforce, or the Professional edition if you’ve purchased Integration via Web Services API.

PREREQUISITES
Salesforce and Sales Connect must be connected.

  1. In Sales Connect, click the gear icon on the upper-right and select Settings.

  2. Under My Account (Admin Settings if you’re an Admin), click Salesforce.

  3. Click the Sync Settings tab.

  4. Click the arrow next to Log Email Activity to Salesforce.

  5. Click the Salesforce API tab. In this card you can set up your preference for logging information to Salesforce. Click Save when done.

Logging Email Activity to Salesforce via Email to Salesforce (BCC) logging-email-activity-to-salesforce-via-email-to-salesforce-bcc

Once you activate “Email to Salesforce (BCC)”, you’ll receive a BCC of your sales emails and your emails will be logged as activities on opportunities, leads and contacts.

PREREQUISITES
Salesforce and Sales Connect must be connected.

To log your emails in Salesforce via Email (BCC)

  1. In Sales Connect, click the gear icon on the upper-right and select Settings.

  2. Under My Account (Admin Settings if you’re an Admin), click Salesforce.

  3. Click the Sync Settings tab.

  4. Click the Email to Salesforce (BCC) tab and click Activate.

If for some reason your Email to Salesforce address does not pull in, follow these steps to activate the BCC feature in your Salesforce account:

  1. Log in to your Salesforce instance.
  2. Find your user name in the upper-right corner and select the drop-down bar.
  3. Select My Settings.
  4. Select Email.
  5. Select My Email to Salesforce.
  6. On this page, you’ll see a field labeled “Email to Salesforce Address.” If there is nothing populated next to it, scroll down to “My Acceptable Email Addresses.”
  7. Enter the email address(es) that you want BCC’d.
  8. Click Save Changes.

Can’t Find My Email to Salesforce in My Settings

If you don’t see My Email to Salesforce under your Settings, your Admin may not have enabled it. This can happen if your team is new to Salesforce, or your team has never used the BCC address that Salesforce provides.

NOTE
You will need Admin privileges to set this up.
  1. Click Setup.
  2. Click Email Administration.
  3. Click Email to Salesforce.
  4. Click Edit.
  5. Check the box next to “Active.”
  6. Click Save.

Sync Sales Connect Tasks/Reminders to Salesforce Tasks sync-sales-connect-tasks-reminders-to-salesforce-tasks

  1. Click the gear icon on the upper-right and select Settings.

  2. Under My Account (Admin Settings if you’re an Admin), click Salesforce.

  3. Click the Sync Settings tab.

  4. Click the arrow next to Sync Sales Connect Tasks/Reminders to Salesforce Tasks.

  5. Choose the desired option (“Do not sync to Salesforce tasks” is selected by default).

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