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In the Email to Salesforce documentation, it states: "If Email to Salesforce matches an email address to multiple lead or contact records in Salesforce, you can associate the email with all matching records, the oldest record, or the record with the most activity."

Where can I make this change? It's not in the Email to Salesforce section of Setup. Right now I think our selection is oldest record but I would like to change it to all matching records

Thanks very much :)

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1 Answer 1

Reset to default
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This is a per user setting. Users can go to My Settings, Email, My Email to Salesforce, and specify the desired setting under Email Associations.

Email Association Settings

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    thanks, looks like this is correct. Do you know if there's any way to make this change in the Lightning experience mode?
    – James
    Commented Nov 15, 2017 at 21:52
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    @James sure. It's in the same menu, you get to it by clicking on your avatar in upper-right corner, clicking on Settings, and following the same click path.
    – sfdcfox ♦
    Commented Nov 15, 2017 at 21:56

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