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-sharing of new emails

• by enabling auto-sharing 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 unshared using a “not-for-sharing” blocklist