How do I file an email to Salesforce?

Overview

Use File Email from the Sidebar to easily add emails to Salesforce without having to leave the inbox. For an automatic alternative, check out Email Sync.

The following sections cover the two ways to file emails:  

A. Custom File

How to File

1A. Open any email in your inbox.

2A. From the People Tab, select the File Email icon (beside the contact/lead name).

3A. Confirm or change the additional Related To record. Optionally, choose to File Attachments.

4A. Select File Email in Salesforce.

 

After filing, a success message will display at the top of the Sidebar, and the File Email icon will include a checkmark on the envelope. Filed emails will display in Salesforce under the related person’s/record’s activities.

Optional Setup

If Custom File isn't already set as the default filing option (depending on your organization settings), you can set this up by disabling Quick File:

• From the top left of the Sidebar, open the Menu ("hamburger" icon).
• Under Settings, select Sidebar.

• Under Quick File, slide the toggle to Disabled.
• Select Update.

B: Quick File

How to File

1B. Open any email in your inbox.

2B. From the People Tab, select the File Email icon (beside the contact/lead name).

After filing, a success message will display at the top of the Sidebar, and the File Email icon will include a checkmark on the envelope, indicating the email has been filed. Filed emails will display in Salesforce under the related person’s activities.

Optional Setup

Depending on your organization settings, Quick File may already be the default filing option. If not-- and if Quick File is available to use-- you can enable it with the steps below:

• From the top left of the Sidebar, open the Menu ("hamburger" icon).
• Under Settings, select Sidebar.

• Under Quick File, slide the toggle to Enabled.

• Select Update.

Updated Feb. 2023