If your emails aren’t syncing to Salesforce automatically, there are several possible causes. Follow the steps below to make sure everything is correctly configured and your connection is active.
1. Make Sure Send to Salesforce Is Enabled
For Gmail:
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Click the Yesware menu at the top of Gmail.
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Select Preferences.
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Navigate to the Integrations section.
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Under Salesforce, toggle Send to Salesforce to the On position.
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If not already authenticated, click to authenticate your Salesforce account.
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Click Save & Reload.
For Outlook:
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In the Yesware Sidebar, click Authenticate with Salesforce.
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Log in to Salesforce if prompted, then click Accept.
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Open a compose window.
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In the Yesware section of the ribbon, click Open Sidebar.
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Toggle “Sync Email to Salesforce” to the On position.
2. Reauthorize Your Salesforce Connection
If Send to Salesforce is enabled but still not syncing:
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Go to Salesforce Preferences on the Yesware web app.
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Click Deauthorize next to where it says "Authenticated for Salesforce user: [your email address]".
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Then click Authorize again to re-link your account.
This often refreshes your connection and resolves syncing issues.
3. Check API Access in Salesforce
If problems persist, contact your Salesforce Administrator to confirm that your user profile has API access enabled. Without this, Yesware cannot sync data to your Salesforce account.
4. Understand Sync Limitations
Keep in mind that Yesware will not sync emails to Salesforce if:
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The recipient has the same domain as your email address (e.g., internal emails).
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The recipient does not have a Contact or Lead record in Salesforce.
5. Still Need Help?
If you've verified all settings and you're still having trouble please reach out to Yesware Support.