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How to Save Internal or Blacklisted Emails in Salesforce

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Messages classified as internal/blacklisted aren’t saved in Salesforce automatically; however, in the latest SmartCloud Connect updates Save button in SmartCloud Connect Sidebar is enabled for them. When such message is selected, to indicate why the message cannot be saved in Salesforce there appears a notification under Smart Actions bar > More…, ObservationsSome not important emails were filtered:” with the list of internal or blacklisted email addresses from the message.

You can save any messages from/to internal or blacklisted addresses (as well as unresolved (not yet registered in CRM) addresses) in Salesforce using the Save button in SCC Sidebar’s header and then filling in the necessary details in the Save email as activity in Salesforce dialog.

Note

A possible alternative solution is to create a corresponding “people record” in Salesforce (a Contact or Lead), based on the internal email address in question, so SmartCloud Connect will work with this email address in the same manner as with non-internal ones, also enabling auto-syncing for it, if the corresponding option is enabled.