Welcome to the Email to Salesforce user guide! This guide will walk you through how to set up your Outlook account to automatically redirect emails to your unique Email to Salesforce Address. When you redirect emails to your unique Email to Salesforce Address, the emails will be automatically added to the activity history of the related records in Salesforce.

Configuring Outlook Account Settings

Now that we have configured your Email to Salesforce settings in your Salesforce org, the next step is to configure your Outlook settings to be able to redirect emails to your unique Email to Salesforce Address. 

Set up Email Redirecting Rule

Please note: setting up Outlook rule will allow you to automatically redirect emails to your unique Email to Salesforce Address. 

From the Outlook Home tab:

• Click Move folder.

• Click Rules.

• Click Create Rule.

Email Filter Settings

Enter your company email address that you use in Outlook to email leads and contacts in the From Is condition. Only emails received from the email address you specify can be redirected to your unique Email to Salesforce Address. 

Please note: This email address should be the same email address that you have entered in the My Acceptable Email Addresses list in Salesforce. 

From the Rule Creation Page:

• Name the rule Email to Salesforce.

• Select From and Is under When a new message arrives that meets all these conditions.

• Enter your company email address that you use in Outlook. 

Email Redirecting Settings

Enter your unique Email to Salesforce Address that was automatically generated in Salesforce. Any emails that meet the rule criteria will be redirected to this email address.

Please note: Any emails that are redirected to this email address will also be redirected to your Salesforce Org and related to Leads, Contacts, Opportunities, and Accounts object.

From the Rule Creation Page:

• Select Redirect to under Do the following section.

• Paste the Email to Salesforce link that you had copied earlier in the My Email to Salesforce section.

• Select Enabled.

• Click OK.

You have completed the Email to Salesforce setup for your Outlook! Any incoming emails that meet your rule criteria will be redirected to your Salesforce Org.