This week, we’re happy to tell you about a new option for logging Touted emails in Salesforce. Previously, you had the option to use your Email to Salesforce BCC address to log emails – now, you also have the option to log emails to Salesforce using Salesforce’s API. This is ideal for teams who don’t have the option to choose their Email to Salesforce settings. This functionality is available for all paid ToutApp plans.
How does it work?
- The API will map Tout Salesforce settings directly over to your Salesforce BCC settings
- This configuration will mimic the Salesforce BCC and how it assigns emails to Lead and Contact records.
Using the API is easier to set up because you don’t have to configure advanced Email to Salesforce settings.
To turn it on, just complete the following steps:
- Go to the Salesforce Configuration page in ToutApp
- Choose the option to “Log email activity to Salesforce via API”
Every new release of ToutApp includes improvements to our infrastructure and overall performance. As new features and bug fixes get rolled out, we’ll let you know.