Please Note: You do not need to log both incoming and outgoing email. If you are intending to respond to an incoming email, then just log the outgoing response email. Lightning for Gmail will capture the entire email thread (outbound + inbound email) in the email that is logged into Salesforce.
Log Outgoing Reply Message: Non-Existing Portfolio Contact in Salesforce
Before logging an outgoing email into Salesforce, make sure you have already created a Portfolio Contact, Company Summary, and Investment Opportunity record.
1. Create Salesforce record
- Once you click on an incoming email, Lightning for Gmail will recognize the email address in the From: field of the email message in Gmail and will automatically re-load the side panel with the record that matches the email address in Salesforce.
- Lightning for Gmail will populate an "Add to Salesforce" button next to the record under the People section to indicate that the contact record does not exist in Salesforce yet.
- Click the Add to to Salesforce button.
- Select New Contact - Portfolio. (Refer to the Freshdesk Article here on how to add a Portfolio Contact and its related records to Salesforce)
2. Send Outgoing Email
- Click on the Reply box.
- Once you click on the Reply box in Gmail, Lightning for Gmail will automatically re-load the side panel with the record that matches the email address in Salesforce.
- Type your outgoing reply email message in Gmail.
- Click the Log Email on Send icon to log the email to the Portfolio contact, Company Summary record, and Investment Opportunity record in Salesforce.
- Select the appropriate Opportunity record (if needed).
- Click Save.
- Click Send button in Gmail.
- There will be a Check icon once the email has been logged on the appropriate records.
Please Note: Attachments are automatically logged. If you do not want to log an attachment associated with an email then deselect the attachment prior to logging the email.
Log Outgoing New Message: Existing Investor Relations Contact in Salesforce
Once you input an email address in the To: field of the New Message in Gmail, Lightning for Gmail will automatically re-load the side panel with the record that matches the email address in Salesforce.
1. In Gmail:
- Type your outgoing email message in Gmail.
2. In Lightning for Gmail:
- Click the Log Email on Send icon to log the email to the Portfolio contact, Company Summary record, and Investment Opportunity record in Salesforce.
- Select the appropriate Opportunity record (if needed).
- Click Save.
- There will be a Check icon once the email has been logged on the appropriate records.
3. In Gmail:
- Click Send button in Gmail.
