The right settings for Microsoft/Outlook email logging

Email logging is great until it isn't. Making sure you have the right settings ensures that no bad data is added to your Salesforce account and no duplicate contacts are being created. With Weflow, you are in full control of your email logging setup.

Microsoft works with background sync only

• With Microsoft/Outlook, you can only log emails via our background sync
• However, you can fine-tune your settings by excluding specific email domains or email addresses via the settings

Exclude domains

• In the domain exclusion list, you can define which email domains or specific email addresses can be excluded
• In this case, those emails will automatically be excluded if you have the background sync activated
• You can enter domains e.g., gmail.com or entire email addresses, such as hello@getweflow.com
• We recommend entering your internal domains, e.g. getweflow.com, to avoid logging any internal email communication to your Salesforce account (external communication with other Weflow users on CC will still get logged)

Logging attachments

• We generally recommend deactivating the logging of attachments
• Salesforce limits storage capacity for email attachments to 10GB per Salesforce account
• If your Salesforce account has more than 2 users and you often send PDFs or other types of files (jpg, png, mp4), then your storage capacity will be quickly exhausted
• Typically, attachments are not relevant for evaluating deal KPIs or rep performance 

Create new contacts automatically

• Weflow can check whether a contact with the exact email address already exists within your Salesforce CRM
• If they don't, you can let Weflow create new contacts for you
• Weflow will use any available information such as name, email, or account and create the contact for you

Suggestion: Many organizations require more information for new contacts than Weflow can retrieve from Gmail or Outlook. We generally recommend to check newly created contacts via the Chrome Extension (use CMD+J or ALT+J) and fill in any additional information required.