Can I send emails to Salesforce?

PhoneBurner has the ability to also send personalized follow-up emails based on the outcomes of your calls - in one click. This is a huge time saver, and can greatly improve your results. Of course, you want to make sure each of those emails is also logged in Salesforce.

The account admin first needs to activate the "Email to Salesforce" feature in Salesforce. To do this, go to the "Setup" section of Salesforce and type "Email to Salesforce" in the Quick Find / Search box. Open it, and through this section you can activate the feature.

Once the feature is activated, each member that will be sending emails from PhoneBurner will need to navigate to this link:

http://na50.salesforce.com/email-admin/services/emailToSalesforceUserEdit.apexp

From here, each user will need to add an email address in the "My Acceptable Email Addresses" section - that will be used to send emails to your contacts. This will ensure that Salesforce accepts your emails and logs them to contact/lead details.

Once you have added acceptable email addresses, you will need to copy the long "My Email to Salesforce" address the "Auto BCC" section of your PhoneBurner account from this page:

https://www.phoneburner.com/settings/backoffice

Once you have completed this step all emails sent from your PhoneBurner account will also be sent to Salesforce to be logged as an activity for each contact.

NOTE: If you are using Office365, this process is sometimes causing duplicate emails to be sent from the system with the BCC . This is an issue with the Office365 connection to Salesforce . 

The body of the email will not show up in the Salesforce unless you have disabled your footer in the Custom Email Sending Server in your account. Please contact support if you need assistance.