Agents can reduce clicks and improve productivity by initiating Salesforce emails within the RingDNA Communications Hub. Reps can use existing lighting or classic email templates to standardize their email responses or create a new customized email.
When an email is sent from the RingDNA Communications Hub, all email activities are logged back to Salesforce automatically in real-time, giving reps additional context and team leaders an instant paper trail with prospects.
Setup in Classic
| Step 1: Log in to your Salesforce Org and click on your name in the menu bar. Then select My Settings from the dropdown menu. | |
| Step 2: Click Email in the sidebar and select My Email to Salesforce | |
| Step 3: Copy the address in the Your Email to Salesforce address field | |
| Step 4: Open RingDNA and select Settings. Then turn on the Log Emails to Salesforce feature and paste the link into the Email field. | |
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When an email address is present on a Lead or Contact's page in RingDNA, a
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When the icon is clicked, RingDNA will open your native email client in a new tab. Your "Email to Salesforce" email address will automatically appear in the bcc field. |
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After the email has been sent, the email activity will appear in RingDNA. |
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This Task will be logged to Salesforce. |
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icon will appear next to the address.
Setup in Lightning
| Step 1: Log in to your Salesforce Org, click on your user avatar in the menu bar, and select Settings. | |
| Step 2: Click Email in the sidebar and select My Email to Salesforce | |
| Step 3: Copy the address in the Your Email to Salesforce address field. | |
| Step 4: Open RingDNA and select Settings. Then turn on the Log Emails to Salesforce feature and paste the link into the Email field. | |
|
When an email address is present on a Lead or Contact's page in RingDNA, a |
|
|
When the icon is clicked, RingDNA will open your native email client in a new tab. Your "Email to Salesforce" email address will automatically appear in the bcc field. |
|
|
After the email has been sent, the email activity will appear in RingDNA. |
|
|
This Task will be logged to Salesforce. |
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