Trail Mail
Trail Mail
Trail Mail allows you to capture all your incoming and outgoing email in Salesforce. Understanding how your organization is interacting with your customers is essential to gain valuable insights, track compliance and drive more sales.
Quick Setup
Get up and running quickly with Trail Mail to start tracking Email interactions with your Leads and Customers. Email sent or received by your organization (Outlook, Gmail, any!) will automatically attach to your Salesforce records!
Automate Manual Tasks
Automate Email History tracking and eliminate manual logging steps to track valuable interaction data to give your business a single place to view email engagements with your customers.
Everything in Salesforce
Simple to enable and configure while also giving your organization the control to capture the interactions you care about the most. It couldn't be easier to ensure all your valuable email interactions are logged in the World's Best CRM!
How does Trail Mail work?
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Trail Mail leverages Salesforce Email Services. Email Services is a little used feature of Salesforce that processes email messages.
When an email is processed by Salesforce Email Services in Trail Mail, the message is associated to Lead, Contacts, Person Accounts, and Users as well as related to Standard and Custom sObjects based on the Trail Mail Configuration in your Salesforce Org.
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When you configure Salesforce Email Services for Trail Mail, you are given a unique email address for the Email Service. This email address is used in your Email Server configuration (Google Workspace, Outlook 365, etc.) to add an additional recipient for incoming and outgoing email messages.
Note: You can Configure your Email Server to filter which emails are sent to Trail Mail.
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Trail Mail logs emails that match email addresses on Salesforce records. Your Salesforce Administrator Configures Trail Mail with matching criteria to connect email messages with Salesforce records. Further, you can configure what email messages are sent to Trail Mail in your Email Server (Google Workspace, Outlook 365, etc.).
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Salesforce limits the total number of messages that all email services combined, including On-Demand Email-to-Case, can process daily. Messages that exceed this limit are bounced, discarded, or queued for processing the next day, depending on how you configure the failure response settings for each email service. Salesforce calculates the limit by multiplying the number of user licenses by 1,000; maximum 1,000,000. For example, if you have 10 licenses, your org can process up to 10,000 email messages a day.
Email services reject email messages and notify the sender if the email (combined body text, body HTML, and attachments) exceeds approximately 25 MB (varies depending on language and character set).