Saving Emails in Salesforce: An Overview¶
The basis of Revenue Inbox functioning is carrying out special interactions between MS Exchange/Office 365 or Google mail/calendar and Salesforce through data transfer and synchronization between their matching objects’ fields. One of the key features of Revenue Inbox is saving (sharing) emails/events as records in Salesforce and modifying them directly via the Sidebar. This article provides a detailed overview of the mechanisms involved in saving email messages in Salesforce.
Primary Email Processing
An email received or sent in MS Exchange/Office 365 or Gmail consists of the following elements: the sender’s email address, the recipients’ email addresses (the To, CC, and BCC lines), the date and time of sending, the email’s subject line, message body and its formatting , the sender’s signature, and the files attached to the email. When Revenue Inbox for Salesforce processes a message opened in MS Outlook, it obtains all this data from MS Exchange/Gmail and based on the email address determines whether the message is internal/blocklisted from Salesforce synchronization and finds in Salesforce the records related to it based on the senders’ and recipients’ addresses extracted. Please refer to this article to learn more about these filtering mechanisms.
Emails classified as internal/blocklisted (see the article linked above) are not saved in Salesforce automatically and besides the Save button in Revenue Inbox Sidebar is disabled for them. When such message is opened, to indicate why the message cannot be saved in Salesforce there appears a notification under Smart Actions > More… > Observations “Some not important emails were filtered:” with the list of internal or blocklisted email addresses the message contains.
>>> Click to see a screenshot <<<
Refer to this article to learn how to save such emails in Salesforce without removing their addresses/domains from the blocklist.
If the message’s full addresses list contains at least one non-internal/blocklisted email address, the message will be saveable in Salesforce as a brand new record or as one linked to associated existing records.
“Under the hood” mechanisms and special patterns applied on Emails saving¶
1. When a message is opened in Revenue Inbox, the Add-In / Chrome Extension retrieves the described above message elements from MS Exchange/Gmail. Besides the email addresses, useful data from the message’s signature (name, surname, position, phone number, company name and website address, etc.) as well as email addresses, links, or phone numbers contained in message body are extracted and used to search for related records in the next step.
2. Next, Related records search in Salesforce is performed to determine if there has been previous communication (that is, saved Salesforce records) related to message sender/recipients and other contact data found in the message. Furthermore, at this step Revenue Inbox obtains relevant contextual information about the message to be displayed in the Sidebar and put in prefilled record fields, if related records are found.
3. Revenue Inbox synchronization only handles emails located in the Inbox, Sent and custom Salesforce folders of MS Outlook, it will not process emails assigned the Salesforce category but located in other folders. The same concerns the Save button, it’s only available for items in these MS Outlook folders.
4. Unlike sharing of calendar items, emails sharing and auto-sharing is always a one-way MS Exchange/Gmail → Salesforce process; sharing of an individual email is only performed once, unless you delete its matching entry in Salesforce, and its content is not synchronized in any way in the future. For example, if you modify a Task/Email message Salesforce object based on an email message, these changes do not get down-synchronized to your MS Exchange/Office 365 or Gmail and remain in Salesforce.
5. Emails categories which do not get auto-saved if the corresponding Sync setting is on:
- Internal emails
- Emails from/to addresses/domains blocklisted from syncing on the Org level or individual level
- Emails placed into any other folders of your email client but Inbox, Sent, or the custom Salesforce Emails one
- Service emails (see below)
6. The Add-In / Chrome Extension does not work with Service emails
Service email messages cannot be saved in Salesforce or processed in any way, so the Add-In / Chrome Extension cannot be opened for the following types of emails:
- MS Outlook message read receipts
- MS Outlook calendar item acceptance/declining/update notifications
- MS Outlook delivery failure notifications
When an email of this kind is selected in MS Outlook App or Web, the Open Revenue Inbox icon and related icons are greyed out in Revenue Inbox Cloud (Web) implementation; the Sidebar is automatically closed for such emails in Revenue Inbox desktop/MSI implementation.
7. In the latest Revenue Inbox updates there is a new special synchronization setting available on request that enables only outbound emails to be autosaved in Salesforce. Note that enabling this option does not exclude the possibility to save any emails using the Save button.
8. Note that emails which you have saved in Salesforce using the Save button or any other method are auto-assigned the custom blue Salesforce category in MS Outlook, so you can see if you have already processed it. However, that may happen within 1-30 minutes after saving, since that is done by RI Sync.
Revenue Inbox can also be used to save emails from a Shared Outlook mailbox.
Editing already saved Email Messages via the Sidebar¶
In the latest updates, it is possible to edit the fields of already saved Enhanced Email messages via the Sidebar: SFDC records linked to email (Related To): both WhatID People Records and WhoID Business Records, Subject, Body, and some other key ones. In this scenario, the email gets deleted and then re-created in Salesforce.
To edit an already saved Email Message in Salesforce:
- Select the corresponding email in MS Outlook
- Click on Email is saved in the Sidebar’s header
- Edit the fields as needed by clicking the 🖉 (Edit) icon next to them
- Click the Save button in the dialog to apply the changes in Salesforce
Note that you can revert the changes by clicking the ⟲ (Undo) icon next to a changed field
In order to edit a saved EmailMessage, you should have sufficient access permissions: be the email’s Owner allowed to delete objects of this type from Salesforce.
The Magic Anchor feature (used to synchronize emails sent from Salesforce)¶
In addition, Revenue Inbox can be configured to auto-link replies to emails you send from Salesforce to a single relevant Contact or Lead - only when the item is handled by sync. Contact us if emails sending from Salesforce is often used in your Org and you want to have the recipients’ replies linked to a single relevant Contact / Lead. Note this feature is available only for Enterprise customers.
Linking a saved email to a Contact and a Support Case at the same time¶
RI can link emails saved as Salesforce Tasks to a Contact and a Support Case at the same time, according to user selections in Save email dialog. To perform that, the following Salesforce configuration prerequisite is required:
- Make sure that Salesforce Email-to-Case is enabled in your Org
- Salesforce setting Enable Email Drafts for Cases must be enabled as well. Refer to this Salesforce help article to learn how to do that
Saving any emails without linking them¶
For special emails saving scenarios requested by some Enterprise customers, Revenue Inbox also offers the possibility to save any emails with no established relation to any Salesforce records. That is, on creation of the matching Tasks or EmailMessages in Salesforce their WhoId and WhatId fields are left blank. To enable this function, submit a corresponding request to our Support team.
Please proceed to the next section of this article to learn how to save an email in Salesforce from Revenue Inbox:
Also refer to this article for detailed information on how MS Outlook/Exchange Email and Salesforce Task/Email message fields are matched when an email message is saved in Salesforce via Revenue Inbox.
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