Quick Start Guide 1: Add Emails to Salesforce (with video)

Ebsta Support -

It's quick and easy to add emails to Salesforce using Ebsta Chrome. 'Lightning Add' Screen_Shot_2014-08-19_at_14.29.26.png can be used when a matching record has been found.  'Add Email to Salesforce' Screen_Shot_2014-08-19_at_14.30.18.png allows you to associate the email to a particular record.  You can also save emails as you send them using 'Send + Add to Salesforce' Screen_Shot_2014-08-19_at_14.32.11.png). 

 

Watch this short video showing you how to add emails to Salesforce or read the guide below.

 

 

Get Started: Add Emails to Salesforce

Lightning-Add

Note: You will need to have a matching record in Salesforce to use 'Lightning-Add'.

 

1. Open an email in Gmail and click the Lightning-Add icon Screen_Shot_2014-08-19_at_14.29.26.png.

 

2. Once the email has been added, you will get a success message and the Lightning-Add icon will change to a green successfully-added icon Screen_Shot_2014-08-19_at_14.34.49.png.

 

3. You can then view the email added in the Activities History section against the record. Clicking on the email subject line (coloured and underlined in blue) will allow you to read the email.

Note: When you've added an email to Salesforce, Ebsta Chrome will include 'Received Email:' or 'Sent Email:' as a prefix to the subject line and will save it as a completed task on the date that you received, or sent, the email. 

 

 

Add Email To Salesforce

1. Open an email in Gmail and click the Add Email to Salesforce  icon Screen Shot 2014-08-19 at 14.30.18.png.

 

 

 2. The Add Email To Salesforce pop-up window will appear allowing you to select the person's Name and Related To objects. Once the relevant Salesforce record(s) have been selected, click Save.

 

 

3. Once the email has been added, you will get a success message and the Add Email to Salesforce icon will also change to a green successfully-added icon Screen Shot 2014-08-19 at 14.34.49.png.

 

 

4. You can then view the email added in the Activities History section against the record.  Clicking on the email subject line (coloured and underlined in blue) will allow you to read the email.

Note: When you've added an email to Salesforce, Ebsta Chrome will include 'Received Email:' or 'Sent Email:' as a prefix to the subject line and will save it as a completed task on the date that you received, or sent, the email. 

 

 

Send + Add To Salesforce

1. When you have composed your email and are ready to send, click Send + Add to Salesforce Screen_Shot_2014-08-19_at_14.32.11.png.

Note: Sometimes, depending on window size and screen resolution, the Send + Add to Salesforce button may look like this:

 

 

2. The Add Email To Salesforce pop-up window will appear allowing you to select the person's Name and Related To objects. Once the relevant Salesforce record(s) have been selected, click Send Email.

 

 

 

3. Once the email has been sent, you will get a success message to confirm the email has been added to Salesforce.

 

4. You can then view the email added in the Activities History section against the record.  Clicking on the email subject line (coloured and underlined in blue) will allow you to read the email.

Note: When you've added an email to Salesforce, Ebsta Chrome will include 'Received Email:' or 'Sent Email:' as a prefix to the subject line and will save it as a completed task on the date that you received, or sent, the email. 

 

 

Next: Quick Start Guide 2: Google and Salesforce Calendars Sync (with video)

 

To learn in more detail about Ebsta Chrome's Gmail Integration for Salesforce, we also recommend visiting the Gmail & Salesforce Integration section of this Knowledge Base.