E-Mail Fields in Salesforce - dummies

By Tom Wong, Liz Kao, Matt Kaufman

Sending an e-mail is a cinch, but Salesforce provides additional e-mail tools to help you better sell to, service, and wow your customers. Here are a few tricks and best practices for sending a basic e-mail, mass e-mailing, using templates, and tracking responses.

E-mail is a fundamental method for communicating with customers, prospects, and friends. By using e-mail correctly, you can manage more sales territory and be responsive to customers. However, by not using e-mail appropriately, you can leave a bad impression or lose a client.

If e-mail is an indispensable part of your business, you and other users can send e-mail from Salesforce and track the communication history from relevant records, such as accounts, contacts, opportunities, and cases. This capability is helpful if you inherit a major customer account because you can potentially view all the e-mail interactions from a single account record.

An e-mail in Salesforce is an activity record comprising fields for the message and for the people you want to keep in the loop on the message.

The e-mail record comes with standard fields that people commonly use when sending e-mail. Most fields are self-explanatory, but the following list summarizes some additional fields:

  • Related To: Use this field to relate the e-mail to an account, opportunity, campaign, case, or other standard or custom object record in Salesforce, depending on your edition. By completing this field, the e-mail is stored under the Activity History related list of that record.

  • Additional To: Use this field to type in additional primary recipients. They don’t have to be contacts or leads in Salesforce.

  • Attachment: Of course, you know what an e-mail attachment is, but you should know that the size limit is 10MB per e-mail within Salesforce.