Have you ever counted how many emails are sent and received regularly from your system? Emails are multifunctional that serve you in many aspects. But isn’t it difficult to keep track of how many productive communications you have done? But now, with the help of Salesforce, you can integrate all these into one CRM. It will help you keep track and allow the employees to interact with the consumers.
But for that, you will have to know about Salesforce email migration so that you can manage these well which you find in the following discussion.
How can I sync emails to Salesforce?
You will find 3 basic ways in order to sync your emails to the Salesforce CRM. These are:
- Manual: Lightning and Advanced
- Automatic
- Ebsta team
Manual
You can add emails manually in Salesforce in 2 different ways.
Lightning Add
If you have matching records in Salesforce, you can add them using the Lightning method. You are now given a choice to add any email into Salesforce manually. It comes from a client who already has an account there.
The Email can be viewed by users in the Activities History area of the record after it has been uploaded to Salesforce.
Advanced Add
You can connect all your emails to a specific Salesforce record using the Advanced method. With this option, you would have more control over adding emails to Salesforce.
You can also select many Salesforce records or customized items, add extensions, and include attachments.
Automatic Sync
Using the Automatic Sync feature, you can link emails that match a particular Contact or Lead to Salesforce. Additionally, you may choose how emails match up, but on certain terms. Keep in mind that the emails won’t be added if the data isn’t already in Salesforce.
Ebsta
You can now upload a 360-degree view of their customers to Salesforce with the help of Ebsta. It will help in gathering extensive information about the organization.
As you explore Salesforce, you will find that this tool links emails to any relevant record. Also, it helps you to search old data to find missing documents and emails related to old customers.
Selection of Records to Sync the Email
You can choose which record the Email is linked to in two different methods.
1st method
You have to click on ‘logging’ and scroll through a bunch of records. You can now pick the record you want the Email to be associated with Salesforce as you click on the circle near that record.
2nd method
It involves selecting “Search and Select” and browsing the recommended records list. You may see more details about the change or account in this mode.
Now you have to click on the circle adjacent to the data you want the Email to be connected to. When selecting “Attach,” you can pick the entry you want the Email to be linked to.
How can I verify whether my Email is attached?
There is a simple method to find out which email accounts and emails are linked to Salesforce.
- Click on your image in the top right-hand corner of the screen to open it.
- Select Settings from the options in the dropdown.
- Enter Einstein Activity Capture in the Quick Find box.
- Select Settings.
- You will get the list of your linked mail accounts as you dismiss the modal window.
But, What do I Do If It Fails to Link?
After completing the setup step, try activating Einstein from Setup if your emails and actions aren’t synchronizing. For that, you need to do the following steps.
- Select Setup > Setup Gear from the menu, then type Permission Sets into the Quick Find box.
- Manage Assignments after selecting Inbox With Einstein Activity Capture.
- Select Remove Assignments after selecting the checkbox next to your name.
- In the pop-up window, select Okay and then select Done.
- Select Remove Assignments after selecting the checkbox beside your name.
- Select Done.
- After that, click on your image in the top right-hand corner of the screen and get into the profile.
- Select Settings from the options in the dropdown.
- In the Quick Find box, enter Einstein Activity Capture.
- Choose Settings.
- Click Disconnect, then Reconnect if an email address pops up. Click New Account and follow the instructions if an email address is not displayed.
To conclude
Syncing your emails with your Salesforce will help you to keep track of your productive interactions and satisfy the customers at their best. It will ultimately lead your business to a successful one.
There are plenty of choices to you to sync your emails. You need to choose one from those and even do the needful if it doesn’t.t sync. Thus, you can get to the peak of customer satisfaction.
