Overview

In order to send an email you first need to connect to Salesforce. This is a one-off process, to be completed by each user who will send emails. Once connected the user will not need to do this process again.

 

To Connect with Salesforce

• Click the Send Email Icon.

• In the Send Email screen select the blue hyperlink connect to Salesforce.

 

• You will be prompted to enter your Salesforce login details (provided by Salesforce).

 

• Select Log In.

A Successfully Logged in Message will be displayed.

 

Once you have logged in you will be able to see the list of your firm’s campaigns in the List Source Drop Down field.