Save emails and attachments to Salesforce

 

Read an overview or learn how to save emails

• using Save button in the Sidebar

• using the “Quick Save” button

• via the custom category or folder

• by enabling auto-saving of new emails

• by enabling auto-saving of email threads

How to modify email’s details while saving

How to link emails to relevant objects

How to save email attachments

How to keep personal emails unsaved using a “not-for-saving” blocklist

 

   

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