Personalize Your Salesforce E-Mail Settings - dummies

Personalize Your Salesforce E-Mail Settings

By Tom Wong, Liz Kao, Matt Kaufman

When you send an e-mail via Salesforce, the recipient can receive the message just as if you sent the e-mail from your standard e-mail program. The e-mail message appears as if it came from your business e-mail address, and you can use a standard signature to go with your message.

And if the recipient replies to your e-mail, that reply e-mail comes right to your standard e-mail inbox. To pull this off, though, you need to personalize your e-mail settings in Salesforce.

To set up your e-mail, follow these steps:

  1. Choose My Settings→Email→My Email Settings.

    The My Email Settings page appears in Edit mode.

  2. Modify the first two required fields, as necessary, to specify the outgoing name and the return e-mail address.

  3. Select the Yes radio button if you want to send a blind carbon copy (Bcc) to your standard e-mail inbox.

    That way, you can still keep e-mails in customer folders in your e-mail application.

  4. Modify the Email Signature field.

    If you’re personalizing your e-mail settings for the first time, you might notice a default signature from Salesforce. This message appears at the bottom of your e-mail in lieu of your signature. Unless you’re using Personal Edition, go ahead and change it.

  5. Click Save.

    The Email page under Personal Setup appears, and your settings are modified.