Save emails and attachments to Salesforce¶
Read an overview or learn how to save emails
How to modify email’s details while saving
How to link emails to relevant objects
How to keep personal emails unsaved using a “not-for-saving” blocklist
Read an overview or learn how to save emails
How to modify email’s details while saving
How to link emails to relevant objects
How to keep personal emails unsaved using a “not-for-saving” blocklist