{"id":2718,"date":"2018-04-12T20:08:39","date_gmt":"2018-04-12T20:08:39","guid":{"rendered":"https:\/\/www.gmass.co\/blog\/?p=2718"},"modified":"2018-10-05T17:27:15","modified_gmt":"2018-10-05T17:27:15","slug":"integrate-salesforce-with-gmail-mail-merge","status":"publish","type":"post","link":"https:\/\/www.gmass.co\/blog\/integrate-salesforce-with-gmail-mail-merge\/","title":{"rendered":"Integrate Salesforce with your Gmail mail merge campaigns"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-3584\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/10\/gmass-illustration-salesforce.png\" alt=\"\" width=\"2002\" height=\"933\" srcset=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/10\/gmass-illustration-salesforce.png 2002w, https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/10\/gmass-illustration-salesforce-300x140.png 300w, https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/10\/gmass-illustration-salesforce-768x358.png 768w, https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/10\/gmass-illustration-salesforce-1024x477.png 1024w\" sizes=\"auto, (max-width: 2002px) 100vw, 2002px\" \/><strong>Salesforce<\/strong> is a giant in the <strong>CRM<\/strong> world, and&#8211;once it&#8217;s set up&#8211;it\u2019s\u00a0fairly simple to integrate it with\u00a0<strong>GMass<\/strong>. Using <strong>GMass\u2019s BCC feature, <\/strong>you can automatically log your outgoing emails into <strong>Salesforce<\/strong>.<\/p>\n<ol>\n<li><strong>First, you\u2019ll need a <a href=\"https:\/\/www.salesforce.com\/\">Salesforce account<\/a>.<\/strong> You may already have one, but if you don\u2019t, <strong>Salesforce<\/strong> does offer a 30 day free trial, and it is fine to use for the purposes of this tutorial. Their website does not validate the input, so if you\u2019re unsure of the details of your account (such as if you haven\u2019t actually formed a company yet), you can still try them out.<a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/1_SalesforceLandingPage.gif\" data-rel=\"lightbox-image-0\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2719 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/1_SalesforceLandingPage.gif\" alt=\"Shows Salesforce main website.\" width=\"1366\" height=\"768\" \/><\/a><br \/>\n[<em><em>Note: I have been informed by at least one user that the sign up process brought him to a screen that just hung there without progressing, shown here:<br \/>\n<a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/2_SalesforceSettingUpTrialHangs.gif\" data-rel=\"lightbox-image-1\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2720 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/2_SalesforceSettingUpTrialHangs.gif\" alt=\"Salesforce sign up page shown hanging.\" width=\"1366\" height=\"768\" \/><\/a>This happened tested using Chrome, Firefox, Internet Explorer and Opera. However, if this happens, you will still receive an email to the email address you signed up with, and that email will have a link for you to sign in, and from there everything will work fine.<\/em><\/em>]<br \/>\n<em><em><br \/>\n<\/em><\/em>Our goal is to have emails that you sent via <strong>GMass<\/strong> to be \u201clogged\u201d in <strong>Salesforce<\/strong>. This means that <strong>Salesforce <\/strong>will record that you sent this Contact an email at that time, and store the content of the email easily accessible from the person&#8217;s Contact page. This way, all your Gmail correspondence to this person is available from within Salesforce.[<em>Note: If this is the first time you\u2019re using Salesforce, you will probably be using what they call the <strong>\u201cLightning Experience\u201d<\/strong>, which is their newest and slickest <strong>user interface<\/strong>. This is in contrast to their older user interface, which they call <strong>\u201cSalesforce Classic\u201d<\/strong>. You are free to use either, but for simplicity\u2019s sake and to get you set up right away, we are going to do this all within the Lightning Experience interface.<\/em>]Before starting to connect GMass to Salesforce,\u00a0<strong>let\u2019s just review your Salesforce Contacts to show that it does <em>not yet<\/em> have your GMass email recipients as contacts.\u00a0<\/strong>In our example, the &#8220;contacts added this week&#8221; will start as completely empty (Of course,\u00a0if you already have been using an active Salesforce account, you likely have a list of contacts already.).[<em>Note: Salesforce does pre-populate your Contacts with sample contacts, but to keep things simple, we&#8217;ll avoid showing that.<\/em>]<\/li>\n<li><strong>To see the contacts, start by clicking on Contacts in the menu bar near the top of the Salesforce main page.\u00a0<\/strong>Click directly on the word \u201cContacts\u201d itself, not the down arrow.\n<figure id=\"attachment_2721\" aria-describedby=\"caption-attachment-2721\" style=\"width: 1359px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/3_SalesforceLoggedInMainPageSelectingContacts.gif\" data-rel=\"lightbox-image-2\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2721 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/3_SalesforceLoggedInMainPageSelectingContacts.gif\" alt=\"Salesforce main page, showing clicking on Contacts.\" width=\"1359\" height=\"729\" \/><\/a><figcaption id=\"caption-attachment-2721\" class=\"wp-caption-text\">How to find your Contacts from Salesforce main page<\/figcaption><\/figure>\n<p>As you can see below, I have no new contacts this week. That will change once we send out some emails using GMass.<\/p>\n<figure id=\"attachment_2726\" aria-describedby=\"caption-attachment-2726\" style=\"width: 1262px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/4_NEW_ShowingBlankContactsPageToBegin.gif\" data-rel=\"lightbox-image-3\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2726 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/4_NEW_ShowingBlankContactsPageToBegin.gif\" alt=\"Showing Salesforce Contacts this week, which is empty.\" width=\"1262\" height=\"724\" \/><\/a><figcaption id=\"caption-attachment-2726\" class=\"wp-caption-text\">No new Salesforce contacts this week&#8211;yet!<\/figcaption><\/figure>\n<p>Now, in order to use the BCC function in GMass to log your emails into Salesforce,<strong> you will need to find your s<span style=\"color: #000000;\">pecific &#8220;My Email to Salesforce&#8221; email address.\u00a0<\/span><\/strong><span style=\"color: #000000;\">This will take a few steps, so gets its own section.<\/span><\/p>\n<h3><span style=\"color: #000000;\">Activating Email to Salesforce functionality.<\/span><\/h3>\n<\/li>\n<li><span style=\"color: #000000;\">The first step within Salesforce is to\u00a0<strong>activate the \u201cEmail to Salesforce\u201d functionality<\/strong>, which, as a default,<\/span> is disabled.<br \/>\n[<em>Note: if you already have this option activated from previous use, you should skip steps 3-14 and pick up this tutorial at step 15\u00a0<\/em>]<em>.<br \/>\n<\/em>To do that, first <strong>click on the Setup Icon<\/strong>, found between a question mark icon and a bell icon near the upper right corner of the Salesforce window. The Setup icon looks like this:<\/p>\n<p><figure id=\"attachment_2727\" aria-describedby=\"caption-attachment-2727\" style=\"width: 405px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/5_ShowingSetupButton.gif\" data-rel=\"lightbox-image-4\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2727 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/5_ShowingSetupButton.gif\" alt=\"The Salesforce Setup icon is shown.\" width=\"405\" height=\"197\" \/><\/a><figcaption id=\"caption-attachment-2727\" class=\"wp-caption-text\">Click here to access Setup.<\/figcaption><\/figure><\/li>\n<li><strong><strong>Click on the &#8220;Setup&#8221; item in this dropdown menu.<\/strong><\/strong>\n<figure id=\"attachment_2729\" aria-describedby=\"caption-attachment-2729\" style=\"width: 387px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/5b_ShowingResultsOfClickingSetupButton.gif\" data-rel=\"lightbox-image-5\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2729 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/5b_ShowingResultsOfClickingSetupButton.gif\" alt=\"Shows clicking on Setup from within the small dropdown menu.\" width=\"387\" height=\"297\" \/><\/a><figcaption id=\"caption-attachment-2729\" class=\"wp-caption-text\">Click on Setup from within this small dropdown menu.<\/figcaption><\/figure>\n<p>A new Setup tab will be opened.<\/li>\n<li>From this Setup window (in its own tab), under \u201cADMINISTRATION\u201d on the left hand menu, <strong>click on \u201cEmail\u201d.\u00a0\u00a0<a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/6_ShowingEmailInSetupMenuItem.gif\" data-rel=\"lightbox-image-6\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2728 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/6_ShowingEmailInSetupMenuItem.gif\" alt=\"\" width=\"1366\" height=\"768\" \/><\/a><\/strong><\/li>\n<li>More options will be revealed.\u00a0<strong>One of these menu items is \u201cEmail to Salesforce\u201d. Click on it.<\/strong>\u00a0Alternately, you can write \u201cEmail to Salesforce\u201d in the <strong>Quick Find search box<\/strong> at the top of the left hand menu and it will bring it up and you can click on it there.\n<figure id=\"attachment_2730\" aria-describedby=\"caption-attachment-2730\" style=\"width: 636px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/7_ShowingEmailToSalesforceInSetupMenuNowClicked.gif\" data-rel=\"lightbox-image-7\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2730 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/7_ShowingEmailToSalesforceInSetupMenuNowClicked.gif\" alt=\"Side menu of Setup page shown with Email option clicked to reveal a dropdown menu.\" width=\"636\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2730\" class=\"wp-caption-text\">Clicking on Email reveals more options below it.<\/figcaption><\/figure>\n<p>This will then change the center of this window to the<strong> Email to Salesforce page<\/strong>:<\/p>\n<p><figure id=\"attachment_2731\" aria-describedby=\"caption-attachment-2731\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/8_ShowingEmailToSalesforcePage.gif\" data-rel=\"lightbox-image-8\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2731 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/8_ShowingEmailToSalesforcePage.gif\" alt=\"Showing the Email to Salesforce page.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2731\" class=\"wp-caption-text\">Here you can activate the Email to Salesforce functionality.<\/figcaption><\/figure><\/li>\n<li>You need to edit the default settings to activate the functionality. <strong><strong><strong>Click the small Edit button.<\/strong><\/strong><\/strong><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/9_CloseUpOnEditEmailToSalesforceActivation.gif\" data-rel=\"lightbox-image-9\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2732 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/9_CloseUpOnEditEmailToSalesforceActivation.gif\" alt=\"Email to Salesforce page with edit button about to be clicked.\" width=\"582\" height=\"378\" \/><\/a><\/li>\n<li>The screen will change to allow you to check or uncheck the checkboxes. Click<strong> on the small checkbox to the right of the word Active.<\/strong> It will become checked.\n<p><figure id=\"attachment_2733\" aria-describedby=\"caption-attachment-2733\" style=\"width: 504px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/10_CloseUpOnEditEmailToSalesforceActivationNowChecked.gif\" data-rel=\"lightbox-image-10\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2733 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/10_CloseUpOnEditEmailToSalesforceActivationNowChecked.gif\" alt=\"Email to Salesforce page with Active checkbox checked.\" width=\"504\" height=\"395\" \/><\/a><figcaption id=\"caption-attachment-2733\" class=\"wp-caption-text\">Check the checkbox next to Active to turn on the Email to Salesforce functionality.<\/figcaption><\/figure><\/li>\n<li><strong>Click Save.\u00a0<\/strong>A <strong>popup window<\/strong> titled <strong>\u201cSend Notification Email to Users\u201d<\/strong> will come up.\n<figure id=\"attachment_2734\" aria-describedby=\"caption-attachment-2734\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/11_EmailToOtherUsersPopup.gif\" data-rel=\"lightbox-image-11\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2734 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/11_EmailToOtherUsersPopup.gif\" alt=\"Showing email to be sent to other users of this Salesforce account.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2734\" class=\"wp-caption-text\">This email can be sent out to other users of your Salesforce account, such as co-workers.<\/figcaption><\/figure>\n<p>If you have users in your company that are registered with your Salesforce account, this email\u2014or an edited version, since you can edit it on this screen&#8211;can be sent out to them, alerting them to the option for the \u201cEmail to Salesforce\u201d option and providing them with a link to the page in which the email address to use is shown.<\/li>\n<li><strong>If you would like to do that, click the \u201cSend Notification Email\u201d button.<\/strong> <strong><strong>If you do not have other users in this account or do not want to alert users to this at this time, you can skip this step by clicking the \u201cSkip This Step\u201d button.\u00a0<\/strong><\/strong>Once you choose one of the two buttons and click it, the screen updates and a<strong> yellow notification area<\/strong> alerts you, \u201cYou have enabled Email to Salesforce for your organization.\u201d\n<p><figure id=\"attachment_2735\" aria-describedby=\"caption-attachment-2735\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/12_YellowMessageBoxThatYouEnabledEmailToSalesforce.gif\" data-rel=\"lightbox-image-12\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2735 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/12_YellowMessageBoxThatYouEnabledEmailToSalesforce.gif\" alt=\"Shows message area alerting you that you have enabled Email to Salesforce functionality.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2735\" class=\"wp-caption-text\">Congratulations! You have enabled Email to Salesforce.<\/figcaption><\/figure><\/li>\n<li><strong><strong>Close this &#8220;Setup&#8221; Salesforce tab\u00a0in your browser and return to the original Salesforce tab.<br \/>\n<\/strong><\/strong><\/p>\n<h3><span style=\"color: #000000;\">Finding your &#8220;My Email to Salesforce&#8221; email address<\/span><\/h3>\n<\/li>\n<li>Surprisingly, in order to refresh the user interface to show the \u201cEmail to Salesforce\u201d menu item where you need it, <strong>you have to actually log out of Salesforce and then log back in.<\/strong> To do that, <strong>first\u00a0click on the user icon found in the upper right of the Salesforce window.<\/strong> Currently, the default icon looks like this:\n<p><figure id=\"attachment_2752\" aria-describedby=\"caption-attachment-2752\" style=\"width: 459px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/13_NEW_DefaultSalesforceUserIcon.gif\" data-rel=\"lightbox-image-13\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2752 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/13_NEW_DefaultSalesforceUserIcon.gif\" alt=\"Shows the default Salesforce user icon.\" width=\"459\" height=\"64\" \/><\/a><figcaption id=\"caption-attachment-2752\" class=\"wp-caption-text\">The default Salesforce user icon (outlined in red)<\/figcaption><\/figure><\/li>\n<li><strong><strong><strong><strong>Then click &#8220;Log Out&#8221;.<\/strong><\/strong><\/strong><\/strong>\n<figure id=\"attachment_2737\" aria-describedby=\"caption-attachment-2737\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/14_ReadyToLogOut.gif\" data-rel=\"lightbox-image-14\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2737 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/14_ReadyToLogOut.gif\" alt=\"Shows user about to log out of Salesforce.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2737\" class=\"wp-caption-text\">Logging out (for just a moment).<\/figcaption><\/figure>\n<p>This will update the screen and show a Salesforce login screen.<\/li>\n<li><strong><strong><strong><strong><strong>Click the blue Log In button to log back into Salesforce<br \/>\n<\/strong><\/strong><\/strong><\/strong><\/strong><\/p>\n<p><figure id=\"attachment_2738\" aria-describedby=\"caption-attachment-2738\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/15_LoggingBackIn.gif\" data-rel=\"lightbox-image-15\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2738 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/15_LoggingBackIn.gif\" alt=\"Shows user ready to log back in to Salesforce.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2738\" class=\"wp-caption-text\">Logging back in to Salesforce.<\/figcaption><\/figure><\/li>\n<li><strong>Click on the user icon again<\/strong> in the upper right hand corner of the Salesforce screen.<\/li>\n<li><strong>Click on \u201cSettings\u201d,<\/strong> located two lines below your username.\n<figure id=\"attachment_2739\" aria-describedby=\"caption-attachment-2739\" style=\"width: 473px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/16_AboutToClickSettingsUnderUserIconMenu.gif\" data-rel=\"lightbox-image-16\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2739 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/16_AboutToClickSettingsUnderUserIconMenu.gif\" alt=\"Showing user about to click Settings under the dropdown from the user icon.\" width=\"473\" height=\"371\" \/><\/a><figcaption id=\"caption-attachment-2739\" class=\"wp-caption-text\">Click Settings here to get to the User Settings area.<\/figcaption><\/figure>\n<p>A <strong>new screen will\u00a0be displayed<\/strong>, including a new left hand side menu.<\/p>\n<p><figure id=\"attachment_2740\" aria-describedby=\"caption-attachment-2740\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/17_ShowingPersonalInformationPageAfterSettingsClicked.gif\" data-rel=\"lightbox-image-17\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2740 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/17_ShowingPersonalInformationPageAfterSettingsClicked.gif\" alt=\"Showing Personal Information page and the left side menu we will need in the next step.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2740\" class=\"wp-caption-text\">Need to use the menu on the left of this page.<\/figcaption><\/figure><\/li>\n<li>On that left hand side menu,<strong><strong> locate the<strong><strong>\u00a0\u201cEmail\u201d menu option and click it.<\/strong><\/strong><\/strong><\/strong>\n<p><figure id=\"attachment_2741\" aria-describedby=\"caption-attachment-2741\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/18_AboutToClickOnEmailFromSettings.gif\" data-rel=\"lightbox-image-18\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2741 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/18_AboutToClickOnEmailFromSettings.gif\" alt=\"Showing user about to click Email menu option from side menu in User Settings.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2741\" class=\"wp-caption-text\">You need to click Email from this menu.<\/figcaption><\/figure><\/li>\n<li>This will drop down a few more email-related options. <strong>Find \u201cMy Email to Salesforce\u201d and click on it.<\/strong><br \/>\n[<em>Note: this is <u>not<\/u> the \u201cEmail to Salesforce\u201d link you clicked on in step 6, despite having a rather similar name. That was in the \u201cSetup\u201d page while this is in \u201cSettings\u201d page. Potentially confusing.<\/em>]<\/p>\n<p><figure id=\"attachment_2742\" aria-describedby=\"caption-attachment-2742\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/19_AboutToClickOnMyEmailToSalesforceFromSettings.gif\" data-rel=\"lightbox-image-19\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2742 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/19_AboutToClickOnMyEmailToSalesforceFromSettings.gif\" alt=\"About to click My Email to Salesforce.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2742\" class=\"wp-caption-text\">Click on My Email to Salesforce to get to its page.<\/figcaption><\/figure><\/li>\n<li>This will bring up the <strong><strong><strong>My Email to Salesforce page.<\/strong><\/strong><\/strong>\n<p><figure id=\"attachment_2743\" aria-describedby=\"caption-attachment-2743\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/20_MyEmailToSalesforcePage.gif\" data-rel=\"lightbox-image-20\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2743 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/20_MyEmailToSalesforcePage.gif\" alt=\"Shows the My Email to Salesforce page.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2743\" class=\"wp-caption-text\">Showing My Email to Salesforce page.<\/figcaption><\/figure><\/li>\n<li>The key piece of necessary information here is <strong>the email address that you will use in GMass.<\/strong> That is found in the yellow message area\n<figure id=\"attachment_2744\" aria-describedby=\"caption-attachment-2744\" style=\"width: 990px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/20b_MyEmailToSalesforcePageCloseUp.gif\" data-rel=\"lightbox-image-21\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2744 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/20b_MyEmailToSalesforcePageCloseUp.gif\" alt=\"Showing message area indicating that My Email to Salesforce has been set up.\" width=\"990\" height=\"61\" \/><\/a><figcaption id=\"caption-attachment-2744\" class=\"wp-caption-text\">Message from Salesforce showing the My Email to Salesforce for this account.<\/figcaption><\/figure>\n<p><strong>Select and copy the email address displayed in the yellow message box. You will be using this in GMass.<br \/>\n<\/strong><br \/>\nThese email addresses are long and appear to be mostly gibberish, though they start with &#8220;emailtosalesforce&#8230;&#8221;. They are so long and multi-part that they don\u2019t even appear to be an email address\u2014but they are. For example, \u201cTed\u201d from Ted\u2019s Tadpole Tanks has this one:<\/p>\n<p><a href=\"mailto:emailtosalesforce@3-1ytiqi3arioi4kh4h9oplu8fjxzc39zx94g2yc8k3rqckib12i.f4-22uxoea2.na59.le.salesforce.com\">emailtosalesforce@3-1ytiqi3arioi4kh4h9oplu8fjxzc39zx94g2yc8k3rqckib12i.f4-22uxoea2.na59.le.salesforce.com<\/a><\/p>\n<p>Fortunately, you will never have to type that in ever in your life! You can paste it into Gmail the first time, and Gmail will remember it for you: just start typing &#8220;emailtosalesforce&#8230;&#8221; and Gmail will autocomplete it.<\/p>\n<p><strong>Tip: While you are on this screen, take a moment to familiarize yourself with its options<\/strong>. You can specify which emails are acceptable ones that are allowed to email to the My Email to Salesforce address. By default, the email you used to sign up to Salesforce is pre-populated into the field to the right of \u201cMy Acceptable Email Address\u201d. There are also somewhat more advanced options shown below that are a bit beyond the scope of this tutorial but are fairly self-explanatory. <strong>If you do make any changes to the default options, be sure to click save to save the changes.<\/strong><\/p>\n<figure id=\"attachment_2745\" aria-describedby=\"caption-attachment-2745\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/21_MyEmailToSalesforceOptionsPage.gif\" data-rel=\"lightbox-image-22\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2745 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/21_MyEmailToSalesforceOptionsPage.gif\" alt=\"Shown are the options page for My Email to Salesforce functionality.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2745\" class=\"wp-caption-text\"><strong>Various options for how you want to configure My Email to Salesforce functionality.<\/strong><\/figcaption><\/figure>\n<h3><span style=\"color: #000000;\">BCC&#8217;ing an email from\u00a0<span style=\"color: #ff0000;\">GMass <span style=\"color: #000000;\">to Salesforce<\/span><\/span><\/span><\/h3>\n<\/li>\n<li>Let&#8217;s get\u00a0<strong>back to GMass.\u00a0<\/strong>Go to Gmail and write an email that includes however many people you intend to send individual emails using GMass\u2014but don\u2019t send it yet. In our example, Ted will be using three recipients.Then, in the compose window, <strong>click anywhere in the To field in order to reveal the option for including a CC or BCC in this email.<\/strong> (Alternately, you can use <strong>Ctrl-Shift-B<\/strong> while in the <strong>Gmail compose window<\/strong>). Finally, into the BCC field, paste in the &#8220;My Email to Salesforce&#8221; address that you should have stored in the clipboard (if you don&#8217;t, go back to Salesforce and copy it; see step 20).\u00a0<strong>It will paste in your \u201cMy Email to Salesforce\u201d address.\u00a0 <\/strong>You should see something like this:\n<p><figure id=\"attachment_2748\" aria-describedby=\"caption-attachment-2748\" style=\"width: 915px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/22c_GmailComposeWindowWithEmailWithBCC.gif\" data-rel=\"lightbox-image-23\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2748 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/22c_GmailComposeWindowWithEmailWithBCC.gif\" alt=\"Gmail compose window with email ready to go out, including BCC to My Email to Salesforce address.\" width=\"915\" height=\"538\" \/><\/a><figcaption id=\"caption-attachment-2748\" class=\"wp-caption-text\">An email in Gmail ready to go out with GMass. Note the My Email to Salesforce in the BCC field.<\/figcaption><\/figure><\/li>\n<li>Now you can simply send via <strong>GMass<\/strong> as you normally would. Click on the red <span style=\"color: #ff0000;\"><strong>GMass<\/strong> <\/span>button with the envelope to send out these three emails (and their BCCs)<\/li>\n<li>:\n<p><figure id=\"attachment_2567\" aria-describedby=\"caption-attachment-2567\" style=\"width: 357px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/GMassButton.gif\" data-rel=\"lightbox-image-24\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2567 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/GMassButton.gif\" alt=\"Cursor shown poised over the GMass button, ready to click.\" width=\"357\" height=\"69\" \/><\/a><figcaption id=\"caption-attachment-2567\" class=\"wp-caption-text\">Ready to send out, just need to click GMass&#8230;<\/figcaption><\/figure><\/li>\n<li>At this point you will notice that <strong>a warning popup window has appeared on top of your Gmail compose window.<\/strong> This is only because you included an email address in the<strong> BCC field<\/strong> of this email and GMass is making sure you intended to do this.\n<figure id=\"attachment_2779\" aria-describedby=\"caption-attachment-2779\" style=\"width: 399px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/BCCWarning.gif\" data-rel=\"lightbox-image-25\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2779 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/BCCWarning.gif\" alt=\"Showing BCC Warning popup from GMass.\" width=\"399\" height=\"271\" \/><\/a><figcaption id=\"caption-attachment-2779\" class=\"wp-caption-text\">Warning: Are you sure you want to send a BCC in GMass?<\/figcaption><\/figure>\n<p>[<em>Note: Be sure to read and understand this important warning.<\/em>]<\/li>\n<li><strong>Click OK in the warning popup window.<\/strong> <strong>GMass<\/strong> will then send out your emails. As usual, <strong>your emails went out as <em>individual <\/em>emails to your list of recipients in the To field<\/strong>, but also, in each case, to the <strong>\u201cMy Email to<\/strong> <strong>Salesforce\u201d address<\/strong> as a <strong>BCC<\/strong>\u2014meaning your recipients will <em>not<\/em> know that a copy of the email they got was also sent to Salesforce (which is what you want).\n<figure id=\"attachment_2749\" aria-describedby=\"caption-attachment-2749\" style=\"width: 1330px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/37_ShowingSentEmailsPlusBCCToMySalesforceEmail.gif\" data-rel=\"lightbox-image-26\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2749 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/37_ShowingSentEmailsPlusBCCToMySalesforceEmail.gif\" alt=\"Gmail window showing three emails to customers and BCC to My Email to Salesforce address.\" width=\"1330\" height=\"763\" \/><\/a><figcaption id=\"caption-attachment-2749\" class=\"wp-caption-text\">Three individual emails sent out to your customers, with BCC to the My Email to Salesforce for each.<\/figcaption><\/figure>\n<h3><span style=\"color: #000000;\">Associating the email to a new Contact in Salesforce<\/span><\/h3>\n<p>So, let\u2019s see what happened back in <strong>Salesforce<\/strong>. First, you should know that Salesforce takes the attitude that it should <em>not <\/em>automatically associate the addresses from incoming emails to new contacts (though see note below in case you\u2019re game enough to try setting that up yourself). So, in order to associate these emails to contacts, you\u2019ll have to create the contacts yourself, manually, and associate these emails to those contacts.<\/p>\n<p>[<em>Note: There are do-it-yourself ways to set up Salesforce to automatically associate emails sent to the \u201cMy email to Salesforce\u201d BCC address. One is to follow the rather complicated and technical approach described in <a href=\"https:\/\/success.salesforce.com\/ideaView?id=087300000006tuC\">this page from Salesforce<\/a>\u2014though Salesforce states that often there are good reasons not to do this automatically. Another may be to use <a href=\"https:\/\/evercontact.com\/\">Evercontact <\/a>with Salesforce<\/em>.]<\/li>\n<li>To start, let\u2019s find the emails that you sent via BCC to Salesforce. They will be found in <strong>Salesforce under Settings &gt; Email &gt; My Unresolved Items.<\/strong> Remember, as shown in steps\u00a015-17<strong>, to get to this Email area, click your user icon in the upper right corner, then Settings. Then select \u201cEmail\u201d from the menu bar on the left.<\/strong> It will drop down those same options as shown before, but this time select<strong> My Unresolved Items.<\/strong> This will bring you to the <strong>My Unresolved Items page:<\/strong>\n<p><figure id=\"attachment_2754\" aria-describedby=\"caption-attachment-2754\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/23_ShowingSalesforceMyUnresolvedItemsPage-1.gif\" data-rel=\"lightbox-image-27\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2754 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/23_ShowingSalesforceMyUnresolvedItemsPage-1.gif\" alt=\"Showing The Salesforce &quot;My Unresolved Items&quot; page, under Settings.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2754\" class=\"wp-caption-text\">The Salesforce &#8220;My Unresolved Items&#8221; page, under Settings.<\/figcaption><\/figure><\/li>\n<li><strong>Click on the Emails tab<\/strong>\u00a0under the words &#8220;My Unresolved Items&#8221;.\n<p><figure id=\"attachment_2755\" aria-describedby=\"caption-attachment-2755\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/24_ShowingSalesforceMyUnresolvedItemsPageAboutToClickEmail.gif\" data-rel=\"lightbox-image-28\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2755 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/24_ShowingSalesforceMyUnresolvedItemsPageAboutToClickEmail.gif\" alt=\"About to click Emails tab in the My Unresolved Items page.\" width=\"1366\" height=\"677\" \/><\/a><figcaption id=\"caption-attachment-2755\" class=\"wp-caption-text\">Let&#8217;s look at the emails considered &#8220;My Unresolved Items&#8221;<\/figcaption><\/figure><\/li>\n<li><strong>You will now see the emails categorized as \u201cunresolved items\u201d in Salesforce.<\/strong> They are \u201cunresolved\u201d because they are not associated with other objects in Salesforce, like your Contacts.[<em>Note: You will notice that in this example only two such Contacts are currently shown. But I sent out three emails in Step 22&#8211;what happened? This is something to be careful about. In preparing this tutorial, to test Salesforce I used the <a href=\"mailto:JackLovich501@gmail.com\">JackLovich501@gmail.com<\/a> email and added Jack Lovich as a Contact. I then deleted him from Contacts. However, once I did that, all further emails that were sent to the \u201cMy Email to Salesforce\u201d via the GMass BCC option did <u>not<\/u> get logged in the My Unresolved Items emails. <\/em>]<\/li>\n<li><strong>But at this point, you can associate them manually.<\/strong> To start that, I am going to choose to associate the 2<sup>nd<\/sup> email contact, shown as Brandon Walsh, with email shown as \u201cbrandonwalsh8477@gmail.com\u201d. So,\u00a0<strong>select and copy that email.<\/strong><\/li>\n<li><strong>Click on the magnifying glass next to the blank field<\/strong> that is to the right of the pulldown that says Contact.\n<figure id=\"attachment_2756\" aria-describedby=\"caption-attachment-2756\" style=\"width: 1041px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/27_AboutToClickMagnifyingGlassInMyUnresolvedItemsEmails.gif\" data-rel=\"lightbox-image-29\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2756 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/27_AboutToClickMagnifyingGlassInMyUnresolvedItemsEmails.gif\" alt=\"ABout to click magnifying glass button in My Unresolved Items &gt; Emails page.\" width=\"1041\" height=\"330\" \/><\/a><figcaption id=\"caption-attachment-2756\" class=\"wp-caption-text\">Starting process of adding a new Contact (associated to this email address).<\/figcaption><\/figure>\n<p>This brings up the Contact Lookup window.<\/p>\n<figure id=\"attachment_2757\" aria-describedby=\"caption-attachment-2757\" style=\"width: 686px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/28_SalesforceLookupContactButUsedToMakeNewContact.gif\" data-rel=\"lightbox-image-30\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2757 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/28_SalesforceLookupContactButUsedToMakeNewContact.gif\" alt=\"Shows the Salesforce Contact Lookup window.\" width=\"686\" height=\"546\" \/><\/a><figcaption id=\"caption-attachment-2757\" class=\"wp-caption-text\">The Salesforce Contact Lookup window.<\/figcaption><\/figure>\n<p><strong>In this window, click the button labeled &#8220;New&#8221;. <\/strong>This will bring you to a new screen within that window populated with many empty fields, allowing you manually enter the Contact&#8217;s information.<\/p>\n<p><figure id=\"attachment_2758\" aria-describedby=\"caption-attachment-2758\" style=\"width: 1365px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/30_AddingContactInfoForBrandonWalsh.gif\" data-rel=\"lightbox-image-31\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2758 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/30_AddingContactInfoForBrandonWalsh.gif\" alt=\"Showing Contact Lookup window and user manually entering information into fields.\" width=\"1365\" height=\"729\" \/><\/a><figcaption id=\"caption-attachment-2758\" class=\"wp-caption-text\">Manually entering information about this Contact.<\/figcaption><\/figure><\/li>\n<li><strong>Paste in the Contact\u2019s email address <\/strong>into the email field. <strong>Then manually fill in<\/strong> the other information you have, particularly the person\u2019s first and last name, as shown above. Finally,\u00a0<strong>click Save<\/strong> at the bottom of this smaller window.<br \/>\n<strong>At this point, Brandon has been added as one of your Contacts!<\/strong> (I&#8217;ll show you that in just a bit).<\/li>\n<li><strong>You still have to associate this email address to Brandon&#8217;s Contact.<\/strong> To do that, in the Lookup window, you will see that the bottom section is labeled &#8220;Recently Viewed Contacts&#8221;, and under that you will see a link for Brandon Walsh, the Contact we just added.<strong> Click that link.\u00a0<\/strong>(If, though, you wanted to associate this email address with another Contact, you could choose any Contact that you searched for in the Lookup window.)\n<figure id=\"attachment_2762\" aria-describedby=\"caption-attachment-2762\" style=\"width: 678px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/30b_ClickingBrandonWalshInContactLookupWindow-1.gif\" data-rel=\"lightbox-image-32\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2762 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/30b_ClickingBrandonWalshInContactLookupWindow-1.gif\" alt=\"About to click Contact name in the Lookup window.\" width=\"678\" height=\"318\" \/><\/a><figcaption id=\"caption-attachment-2762\" class=\"wp-caption-text\">Click Contact&#8217;s link to populate it into the right place in My Unresolved Items Emails<\/figcaption><\/figure>\n<p style=\"display: inline !important;\">This<\/p>\n<p style=\"display: inline !important;\">will populate Brandon Walsh into the right field in the previous screen, which is <strong>My Unresolved Items &gt; Emails.<\/strong><\/p>\n<\/li>\n<li><strong>Click Save<\/strong>\u00a0at the bottom of this <strong>My Unresolved Items &gt; Emails<\/strong> tab screen. The screen will update and you will see Brandon\u2019s email is no longer considered \u201cunresolved\u201d\u2014it has disappeared from the list, and Salesforce lets you know the changes have been saved.\n<figure id=\"attachment_2764\" aria-describedby=\"caption-attachment-2764\" style=\"width: 1044px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/33_ShowingSuccessAtAddingBrandonWalshUnresolvedItem.gif\" data-rel=\"lightbox-image-33\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2764 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/33_ShowingSuccessAtAddingBrandonWalshUnresolvedItem.gif\" alt=\"Showing message from Salesforce that your change in the My Unresolved Items was saved successfully.\" width=\"1044\" height=\"410\" \/><\/a><figcaption id=\"caption-attachment-2764\" class=\"wp-caption-text\">You have &#8220;resolved&#8221; the BCC&#8217;d email that was also sent to Brandon.<\/figcaption><\/figure>\n<p>You can then repeat this process for your other unresolved emails, but for this tutorial we are just doing this first one.<\/li>\n<li>At this point, let\u2019s check that Brandon has been added to Contacts. <strong>Click again on the Contacts tab.<\/strong> It should automatically bring you to the <strong>My Recently Viewed<\/strong> section:\n<figure id=\"attachment_2759\" aria-describedby=\"caption-attachment-2759\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/31_ShowingThatBrandonHasNowBeenAddedToContacts.gif\" data-rel=\"lightbox-image-34\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2759 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/31_ShowingThatBrandonHasNowBeenAddedToContacts.gif\" alt=\"\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2759\" class=\"wp-caption-text\">Brandon has been added to your Contacts.<\/figcaption><\/figure>\n<p>Here you will see that Brandon has been added.<\/li>\n<li>Also, let\u2019s check that the email from GMass to Brandon has been logged in his Contact. <strong><strong><strong><strong>Click on the link of Brandon\u2019s name.<\/strong><\/strong><\/strong><\/strong>\n<figure id=\"attachment_2765\" aria-describedby=\"caption-attachment-2765\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/34_AboutToClickOnBrandonContactLink.gif\" data-rel=\"lightbox-image-35\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2765 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/34_AboutToClickOnBrandonContactLink.gif\" alt=\"Showing about to click Brandon Walsh link within Contacts.\" width=\"1366\" height=\"380\" \/><\/a><figcaption id=\"caption-attachment-2765\" class=\"wp-caption-text\">Clicking on Brandon&#8217;s link from within Contacts to bring up more on this Contact.<\/figcaption><\/figure>\n<p>This will bring you to Brandon\u2019s Contact page. In the lower right hand corner on my expanded screen, under <strong>Past Activity<\/strong>, almost at the edge of the screen, you can see the email we just sent Brandon from GMass.<\/p>\n<p><figure id=\"attachment_2766\" aria-describedby=\"caption-attachment-2766\" style=\"width: 935px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/35_EmailShownAtBottomOfBrandonWalshContactPage.gif\" data-rel=\"lightbox-image-36\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2766 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/35_EmailShownAtBottomOfBrandonWalshContactPage.gif\" alt=\"Shows Brandon's contact page with link to our email shown.\" width=\"935\" height=\"531\" \/><\/a><figcaption id=\"caption-attachment-2766\" class=\"wp-caption-text\">Can just see our BCC&#8217;d email to Brandon here at the bottom of his Contact page.<\/figcaption><\/figure><\/li>\n<li><strong><strong>Click on that link (&#8220;Email: Announcing our Gran&#8230;&#8221;).\u00a0<\/strong><\/strong>This will bring you to the full page about the <strong>Task<\/strong> of the email sent from GMass&#8217;s BCC to Salesforce and associated with Brandon\u2019s Contact.\n<figure id=\"attachment_2767\" aria-describedby=\"caption-attachment-2767\" style=\"width: 1366px\" class=\"wp-caption alignnone\"><a href=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/36_ShowingFullPageForTheEmailSentFromGMassToBrandon.gif\" data-rel=\"lightbox-image-37\" data-rl_title=\"\" data-rl_caption=\"\" title=\"\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-2767 size-full\" src=\"https:\/\/www.gmass.co\/blog\/wp-content\/uploads\/2018\/04\/36_ShowingFullPageForTheEmailSentFromGMassToBrandon.gif\" alt=\"Showing the full page of the email we BCC'd to Brandon through GMass.\" width=\"1366\" height=\"768\" \/><\/a><figcaption id=\"caption-attachment-2767\" class=\"wp-caption-text\">The full page for this email we BCC&#8217;d to Brandon through GMass.<\/figcaption><\/figure>\n<h3>You Did it!<\/h3>\n<p>Congratulations! You\u2019ve successfully logged one of your GMass recipients into Salesforce and associated an email to him into his account.<\/p>\n<p>Now, <strong>here\u2019s the good news<\/strong>: in the future, if, using <strong>GMass<\/strong>, you send further emails to Brandon and other such recipients who you have already added as <strong>Contacts<\/strong> into Salesforce <u>and<\/u> you BCC it to the My Email to Salesforce, Salesforce will automatically log the emails to these contacts, since they already exist in your Salesforce account. There&#8217;s no need to do any of these steps again.<\/p>\n<p>[<em>Note: Whenever you add a new email address in the list of recipients, you will have to manually associate it with either an existing contact, or create a new Contact and then associate it with that one.<\/em>]<\/p>\n<p><strong>GMass + Salesforce<\/strong> can be a powerful combo, and even if you have never tried Salesforce, by following this tutorial you can start logging customers in Salesforce for free for 30 days to test it out. Give it a try!<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce is a giant in the CRM world, and&#8211;once it&#8217;s set up&#8211;it\u2019s\u00a0fairly simple to integrate it with\u00a0GMass. Using GMass\u2019s BCC feature, you can automatically log your outgoing emails\u2026<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3851,3850,4255,3852],"tags":[],"class_list":["post-2718","post","type-post","status-publish","format-standard","hentry","category-crm","category-integrations","category-new-features","category-salesforce-com"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>Integrate Salesforce with your Gmail mail merge campaigns<\/title>\r\n<meta name=\"description\" content=\"Here is how you integrate your Gmail mail merge campaigns with your Salesforce.com account. 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