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Method to associate a email addres to Account / Lead

We were looking for a way that we can relate a email address (salesforce or similar) wherein our user can send an email to the address and the email details show up in the salesforce for that particular account or lead. Is there a way to do this in salesforce.

Vic Sawhney


Yes, Salesforce for Outlook is an included tool for you to use. You simply download and install it to your machine and it allows you to click an email in an Outlook folder, click a button, and have the email related to a Lead, Contact, and/or Opportunity. It will not directly relate the email to the Account, but due to the relationship of Contacts and Opportunities to Accounts, the email will be available within the Account's Activity History related list.


You can also use your salesforce specific bcc: address when you send the email and salesforce will attempt to match the To: recipient's email address - if it is unique in your org, and associate with the contact or lead.