Tailor Email to Support Your Business’s Needs

With Enhanced Email, you and your users get a host of features that powers email to work for your business, including the ability to relate emails to other records, add custom fields to emails, use triggers with emails, modify the email layout, and manage emails using the Salesforce API. Enhanced Email is automatically enabled for most organizations except those that use Email-to-Case. This feature is available in both Lightning Experience and Salesforce Classic.

Remember when emails in Salesforce were just saved as tasks? It was pretty convenient, but it wasn’t great for customizing and viewing emails.

Womp womp.

Well, the times they are a-changin’!

With Enhanced Email, emails sent from Salesforce are saved as EmailMessage records. EmailMessage isn’t a new object, but we’ve beefed it up to give you more bang for your buck. EmailMessage is a standard Salesforce object, so you get all the usual goodies you have with other standard objects.

You can:
  • Customize the page layout for email messages
  • Use the Salesforce API to manage emails
  • Set up triggers based on emails
  • Add custom fields to emails
Your reps can: You might be wondering: I have a bunch of stuff configured to handle emails as tasks, so what do I do? Well, for backwards compatibility, we still create a Task record for each email. However, when your reps view emails in Salesforce, they see the EmailMessage record. That’s a good thing, because it shows emails in their original format. So, HTML emails show the HTML format, and plain text emails show plain text format. That’s what your users expect.
Note

Note

If you use Email-to-Case, see Enhanced Email Enabled by Default before enabling the feature.