Customer Login

Email Forwarding

To log email to salesforce.com, you need to forward your email to our servers. Here's how.

Share this page with others at your company - they do not need to signup separately.

Step 1: Forward email you receive using

Email you receive should also be delivered to [SAMPLE ADDRESS] to log to salesforce.

The best place to configure this is at the server level - that way iHance receives copies of your email even when your mail client isn't running.

This usually can be configured in your mail account's preferences area. The setting is usually described as "forward a copy of your email to this address". Use the drop-down above for specific instructions.

OFFICE 365 ENTERPRISE

Office 365 Enterprise admins can configure logging for their users.

  1. Go to Office 365 Admin > Exchange

    Office 365 Screenshot

  2. Navigate to recipients > contacts, then click + to add a new mail contact.
  3. Create a new mail contact as shown below, with your email forwarding address ( [SAMPLE ADDRESS] )

    Office 365 Screenshot
    Your new contact should look like this

  4. Create an inbound forwarding rule for all your Absolute Automation (AA) users as shown below


    Go to mail flow > rules > + > Create a new rule...

    Immediately click more options for the advanced rule interface

    Office 365 Screenshot



    Now create a new rule with two criteria (one for The recipient is... and one for The sender is...) as follows:



    Office 365 Screenshot
    Your new rule should look like this

  5. Save the rule and you're done with inbound mail. You'll now want to create a rule for outbound mail (see below).

OUTLOOK

If you use Outlook, the only thing you need to do is install iHance's plugin for Outlook.

Download plugin (SAMPLE)

The plugin is quite simple:

Outlook Plugin Screenshot

If you haved configured forwarding at the server level (Exchange, for example), you may not need the Outlook plugin.


Note: the Outlook plugin does not forward internal company mail. Please contact iHance support if you need to log intra-company mail.

OLDER OUTLOOK VERSIONS (Outlook 2000 or 2003)

If you use Outlook, the only thing you need to do is install iHance's plugin for Outlook.

Download plugin (SAMPLE)

The plugin is quite simple:

Outlook Plugin Screenshot

If you haved configured forwarding at the server level (Exchange, for example), you may not need the Outlook plugin.


Note: the Outlook plugin does not forward internal company mail. Please contact iHance support if you need to log intra-company mail.

MICROSOFT EXCHANGE

To configure Exchange, open the Exchange Management Console and navigate to the Organization Configuration > Hub Transport > Transport Rules tab.

Exchange Screenshot
Right-click to create a new Transport Rule.
This screenshot is from Exchange 2007, but 2010 is similar.

To log inbound email, create a rule like so:

Apply rule to messages
sent to "people"
from users outside the organization
blind copy message to address: [SAMPLE ADDRESS]

You should populate the "people" list with your Absolute Automation users.

LOTUS NOTES

To create a central rule governing logging, you must first enable journaling to a mail-in database.

NOTE: the instructions below show you how to log both inbound and outbound mail. In step 4(c) you can choose one or the other if desired.

  1. Open your server in Domino Administrator and create a new "all mail" database.
    1. Go to File > Application ... > New
    2. Fill out the resulting form as follows:

      Notes Screenshot
      Your new database should look like this.

      • Server: your notes server
      • Title: allmail
      • File name: mail\allmail.nsf
      • In the template area, again choose your target Notes server and then choose the Mail template.
      • Save your new database.
  2. Create a new mail-in database within your "all mail" database.
    1. Go to the People & Groups tab, then select "Mail-In Databases and Resources" and click "Add Main-In Database".

      Notes Screenshot

    2. Configure your new mail-in database like so:

      Notes Screenshot
      Your new mail-indatabase should look like this.

      • Mail-in name: allmail
      • Domain: your notes domain
      • Server: your notes server
      • File name: mail\allmail.nsf
      • Save your new database.
  3. Enable journaling, part 1
    1. Go to the Configuration tab, then select "Messaging > Messaging Settings".
    2. In the right-hand pane, open the Messaging Settings > Advanced > Journaling tab.
    3. Notes Screenshot

      Configure the tab like so:
      • Journaling: Enabled
      • Method: Send to mail-in database
      • Mail destination: allmail
      • Save your settings.
  4. Enable journaling, part 2
    1. Open the configuration settings document of your Server:

      Notes Screenshot

    2. Go to Router/SMTP tab > Restrictions and Controls > Rules, then click "New Rule"

      Notes Screenshot

    3. Create a new rule that turns on journaling only for your desired users.

      Notes Screenshot
      Make sure you OR those conditions!

      If you want to log only inbound or outbound mail, then use only the To or Cc contains or Sender contains rules (but not both).

    4. Click OK to save your new rule.
    5. Save your configuration settings.
    6. Go to Server tab > Server Tasks, then select the Router: Main task and restart it.

      Notes Screenshot

  5. At this point, you have enabled journalling for your desired Absolute Automation users. Almost done!

  6. Go to the Files tab and navigate to the mail folder.
  7. Double-click on the "allmail" database to open its Mail view.

    Notes Screenshot

  8. Note: any email sent/received sent you restarted the router should be visible in the "allmail" Inbox.
  9. In the Mail View, open Tools > Rules and create a two new rules.
    1. Rule 1
      • Criteria: All documents
      • Action: send Full copy to [SAMPLE ADDRESS]
    2. Rule 2
      • Criteria: All documents
      • Action: don't Accept Message

    Notes Screenshot
    Your rules should look like this.

    Note the simple "All Documents" criteria works because you already limited the set of users in the journaling rule.
  10. You're done!

ORACLE BEEHIVE

To automatically log inbound mail using a server-side rule in Oracle Beehive:

  1. From the Oracle Beehive User Preferences page, click Server Side Rules.
  2. Click New.
  3. Enter a name for the rule (for example, "Log Inbound Mail to Salesforce").
  4. In the Conditions section, create a single condition where "From" contains "@"
    (this will cause the rule to operate on all received mail).
  5. In the Actions section, select "Bcc to recipients" and enter this address:

    [SAMPLE ADDRESS]
  6. Click Save

Oracle help docs for configuring Beehive rules can be found here.

ZIMBRA SERVER

To automatically log inbound mail using a server-side rule in Zimbra, enable email archiving to a third-party server.

Note - this only needs to be done once per user to enable both inbound and outbound logging.

The Zimbra NE Admin Guide gives the following instructions in the "Archiving And Discovery > Creating Archive Mailboxes" section:

  1. Log on as zimbra
  2. Type (on a single line):

    zmarchiveconfig enable <account@exampe.com> archive-address [SAMPLE ADDRESS] archive-create false

    (replacing <account@exampe.com> with the desired user account)
  3. Repeat step (2) for each user you wish to use Absolute Automation.

Zimbra's NE Admin Guide can be found here.

GMAIL

  1. Go to Settings > Forwarding and POP/IMAP
  2. Click Add a Forwarding Address

    Add FW addr

  3. Enter [SAMPLE ADDRESS] (cut-and-paste this, don't retype it!)
  4. Wait a couple minutes & refresh the page - our servers are verifying the address

    Have some coffee =)

  5. Once the address is confirmed, enable forwarding and choose "keep my copy in the Inbox".

GMAIL FILTERS (ALTERNATE)

If you already use the "Forwarding and POP" setting for another purpose, you can achieve the same result using filters.

Only do this if you can't use the "Forwarding and POP" setting as described above.

First verify the forwarding address as outlined in steps 1-4 above.

Then, click "Settings" in the upper right and go to the "Filters" tab.

GMail Screenshot
Click "Create a new Filter"

GMail Screenshot
Enter "@" in the "From" field, then click "Next Step"

On the final Filter page, choose Forward it to: and select the automate address you just verified

Click "Create Filter", and you're done.

GOOGLE APPS ADMIN

Directions for Google Apps admins are in the Step 2: Forward email you send drop-down below.

THUNDERBIRD

To automatically log inbound mail, we use Thunderbird's "Message Filters" feature.

Open "Tools > Message Filters" and click "New..."

In the top half of the dialog (the condition area), create a condition where "From contains '@'". This will match all mail you receive.

In the bottom half of the dialog (the action area), choose "Forward Message to" and enter [SAMPLE ADDRESS]

Thunderbird inbound rule screenshot
Your rule should look like this.

In addition, Thunderbird users must set their forwarding format to "As Attachment" in the Composition > General section of Thunderbird settings (reachable via File > Settings on Mac, or Tools > Options on Windows):

Thunderbird forwarding format screenshot
Set your Forward type to 'As Attachment'.

MAIL.APP (MAC MAIL)

To automatically log inbound mail, we use Mail's "Rules" feature.

Open Mail's preferences and go to the "Rules" tab.

Create a new rule matching the condition: "From contains: @". This will match all mail you receive.

Choose the "Redirect Message" action, and enter [SAMPLE ADDRESS]

Mail.app Screenshot
Your rule should look like this.

NOTE: When you create the rule, Mail.app will ask if you want to apply it to your existing mail. Choose "Don't Apply" - otherwise your mail system will be hammered trying to forward all of your old email.

ENTOURAGE FOR MAC

Open Entourage's Rules Manager (Tools > Rules) and create a new inbound mail rule.

Entourage Screenshot
Make sure to choose the correct account type!

  1. Name your rule "Log received mail to Salesforce".
  2. Leave the "If" criteria as "All messages".
  3. Delete the default Actions, and create a new Action.
  4. Change the Action to "Redirect To", and enter [SAMPLE ADDRESS]
  5. Clear the "Do not apply other rules..." checkbox.

Entourage Screenshot
Your rule should look like this.

The address to redirect to is [SAMPLE ADDRESS]

Save the rule.

Note - these instructions may not work for all Entourage configurations. If your Entourage does not provide a "Redirect To" action, then use the "Forward to" action with the [SAMPLE ADDRESS] address (similar to the Entourage Outbound rule).

OUTLOOK FOR MAC

Note: You can only use inbound forwarding rules in Mac Outlook if you use POP or IMAP.

If you use Exchange, you should refer to our "Exchange" directions (in the drop-down above).
If that's not possible, please contact support@ihance.com and we'll work with you to get forwarding configured.

Outlook Screenshot
Make sure to choose the correct account type!

  1. Name your rule "Log to Salesforce".
  2. The rule conditions depend on the account type.

    For IMAP rules, use the "Folder is INBOX" condition (it should be that way by default).

    Outlook Screenshot



    For POP rules, use the "All Messages" condition.

    Outlook Screenshot

  3. Under "Do the Following", use a single "Forward To" action and enter this address:

    [SAMPLE ADDRESS]

  4. Uncheck the "Do not apply other rules..." checkbox

Save the rule - you're done!

Note for GMail/Google Apps Users - Because GMail saves a copy of every email that you send, your Sent Items folder on GMail will show your auto-forwarded email. You can prevent these from building up by creating a GMail filter that deletes all mail to your forwarding address.

  1. In GMail, go to Settings > Filters
  2. Click "Create a new Filter"
  3. In the "To" box, enter [SAMPLE ADDRESS]
  4. Click "Create filter with this search".
  5. On the next page, check the "Delete It" box and then click "Create Filter"

Outlook Screenshot
Your GMail filter should look like this

 

Step 2: Forward email you send using

To log mail as you send it, simply BCC [SAMPLE ADDRESS]

Most email programs make this simple to automate - use the drop-down above to see how.

OFFICE 365 ENTERPRISE

Office 365 Enterprise admins can configure logging for their users.

The outbound logging rule is similar to the inbound rule described above.
  1. Go to Office 365 Admin > Exchange

    Office 365 Screenshot

  2. If you have already created a new mail contact for your Email Forwarding address skip to step 3.

  3. If not, create a new mail contact with as shown below, with email address [SAMPLE ADDRESS]


    Navigate to Admin > Exchange > recipients > contacts > "+" (add) > mail contacts



    Office 365 Screenshot
    Your new contact should look like this

  4. Create an outbound forwarding rule for all your Absolute Automation (AA) users as shown below.


    Go to mail flow > rules > + > Create a new rule...

    Immediately click more options for the advanced rule interface

    Office 365 Screenshot



    Now create a new rule with two criteria (one for The recipient is... and one for The sender is...) as follows:.



    Office 365 Screenshot
    Your new rule should look like this

  5. Save the rule. If you haven't already, you'll also want to create a rule for inbound mail (described above).

OUTLOOK

If you use Outlook, the only thing you need to do is install iHance's plugin for Outlook.

Download plugin (SAMPLE)

The plugin is quite simple:

Outlook Plugin Screenshot

If you haved configured forwarding at the server level (Exchange, for example), you may not need the Outlook plugin.


Note: the Outlook plugin does not forward internal company mail. Please contact iHance support if you need to log intra-company mail.

OLDER OUTLOOK VERSIONS (Outlook 2000 or 2003)

If you use Outlook, the only thing you need to do is install iHance's plugin for Outlook.

Download plugin (SAMPLE)

The plugin is quite simple:

Outlook Plugin Screenshot

If you haved configured forwarding at the server level (Exchange, for example), you may not need the Outlook plugin.


Note: the Outlook plugin does not forward internal company mail. Please contact iHance support if you need to log intra-company mail.

MICROSOFT EXCHANGE

You can configure Exchange to automatically deliver all outbound email to iHance for logging. If you choose to do this, make sure your users do not also have their clients configured for outbound logging.

To configure Exchange, open the Exchange Management Console and navigate to the Organization Configuration > Hub Transport > Transport Rules tab.

Exchange Screenshot
Right-click to create a new Transport Rule.

To log outbound email, create a rule like so:

Apply rule to messages
from "people"
sent to users outside the organization
blind copy message to address: [SAMPLE ADDRESS]

Populate the "people" list with your Absolute Automation users.

IPHONE / IPAD

To capture everything you sent from an iPhone or iPad, make sure that you have inbound logging configured properly first.

Then, go to Settings > Mail, Contacts, Calendars on your iPhone/iPad and scroll down below your account list to the general Mail settings.

Enable the "Always BCC Myself" setting.

Your inbound logging rules will then forward these BCC copies to us for logging.

Depending on your mail server, you may need to implement rules to delete the BCC copies if they are duplicates of your "Sent Items" copies. This is not necessary with GMail.

LOTUS NOTES

See the Lotus Notes section of the "inbound" drop-down, above.

GMAIL / GOOGLE APPS

To automatically log outbound mail, ask your Google Apps admin to follow the "Google Apps admin" directions.

If you are a single user and want to test outbound logging without involving your Google Apps admin, simply add this address to the BCC field of your outbound mail:

[SAMPLE ADDRESS]

Email BCC'd to that address will log to Salesforce as expected.


Note: if you need to automatically log email you send from the GMail web interface, but your Google Apps admin cannot/will not configure it for you, you can use this workaround. The same applies for non-Google-apps accounts (that is, people with @gmail.com addresses).

GMAIL / GOOGLE APPS

Google Apps outbound instructions are not shown on the sample page. Please contact support@ihance.com with any questions.

BLACKBERRY

To log messages sent from your Blackberry, we take advantage of Blackberry's ability to automatically add a BCC address to all sent mail.

The address you want to BCC is [SAMPLE ADDRESS]

Depending on your service provider, this is configured in different places.

  • If you run your own Blackberry server, your IT staff can configure this for you.
  • If you have Verizon, configure your Auto-BCC settings here.
  • If you have AT&T, configure your Auto-BCC settings here.

Blackberry Screenshot
Verizon and AT&T configuration looks like this.

BLACKBERRY ENTERPRISE SERVER

If you control your own Blackberry Enterprise Server, you can BCC to iHance all messages that users send from their BlackBerries. Note: this is an on/off switch for all users, which should be a consideration for users of our older "v1" production (this is not a problem for version 2 as non-users' emails are automatically discarded).

  1. In the BlackBerry Manager, in the left pane, click BlackBerry Enterprise Server.
  2. On the Server Configuration tab, click Edit Properties.
  3. Click Messaging.
  4. In the Messaging Options section, double-click Auto BCC Addresses.
  5. Enter this address: [SAMPLE ADDRESS]
    If you need to BCC other addresses, enter them here separated by semicolons.
  6. Click OK.

ZIMBRA SERVER

To automatically log outbound mail using a server-side rule in Zimbra, enable email archiving to a third-party server.

Note - this only needs to be done once per user to enable both inbound and outbound logging.

The Zimbra NE Admin Guide gives the following instructions in the "Archiving And Discovery > Creating Archive Mailboxes" section:

  1. Log on as zimbra
  2. Type (on a single line):

    zmarchiveconfig enable <account@exampe.com> archive-address [SAMPLE ADDRESS] archive-create false

    (replacing <account@exampe.com> with the desired user account)
  3. Repeat step (2) for each user you wish to use Absolute Automation.

Zimra's NE Admin Guide can be found here.

THUNDERBIRD

Go to Tools > Account Settings > Copies & Folders (for your email account)

Thunderbird Outbound Screenshot
Tools > Account Settings > Copies & Folders

In the "When sending messages, automatically:" area, check "BCC these email addresses" and enter [SAMPLE ADDRESS]

MAIL.APP (MAC MAIL)

To log all outbound mail, simply enable the "Always BCC Myself" feature of Mail. Your inbound mail rule (see below) will then forward the email for logging.

Go to Preferences > Composing, then enable the "Automatically Bcc myself" feature.

Mail.app Always BCC Myself screenshot
Make sure to choose "Bcc" instead of "Cc"!

This feature, in conjunction with your inbound logging rule, is all you need.

Note - copies of your sent mail will now start appearing in your Inbox.

You can fix this with a new inbound rule. Where you define this rule depends on your mail setup - for example, if you use GMail you should define the rule there.

The rule should match mail "From:" your email address, and should either (a) move it out of the Inbox to Sent Items, or (b) delete it. Only choose "delete" if you are getting duplicate copies in your Sent Items folder.

ENTOURAGE FOR MAC

Open Entourage's Rules Manager (Tools > Rules) and create a new "Outbound" rule.

Entourage Screenshot
Create a new "Outbound" rule.

  1. Name your rule "Log sent mail to Salesforce".
  2. Leave the "If" criteria as "All messages".
  3. Change the Action to "Forward To", and enter [SAMPLE ADDRESS]
  4. Clear the "Do not apply other rules..." checkbox.

Entourage Screenshot
Your rule should look like this.

Note - make sure to use the "Forward" action, rather than "Redirect". There is a bug in Entourage that sends duplicate emails to CC recipients when a "Redirect" rule is in place for outbound mail.

The address to forward to is [SAMPLE ADDRESS]

Save the rule.

Note for GMail/Google Apps Users - Entourage's Outbound rules will not run if you connect to GMail over IMAP and keep the default "Save a copy of Sent messages" setting enabled. Because Google automatically saves a copy of sent messages, this setting is unnecessary and should be disabled.

  1. In Entourage, go to Tools > Accounts...
  2. Double-click your IMAP account.
  3. Go to the "Advanced" tab.
  4. Uncheck the "Store sent messages in this IMAP folder" checkbox.
  5. Click "OK".

Entourage Screenshot 2
Outbound rules won't work until you disable "Store sent messages"

OUTLOOK FOR MAC

To log all outbound mail, simply enable the "Always BCC Myself" feature of Outlook. Your inbound mail rule (defined at your mail server) will then forward the email for logging.

Go to Preferences > Composing, then enable the "Automatically Bcc myself" feature.

Mac Outlook Always BCC Myself screenshot
Make sure to choose "Bcc" instead of "Cc"!

This feature, in conjunction with your an inbound forwarding rule defined at your mail server, is all you need.

If you have any questions about creating an inbound forwarding rule on your mailserver, please contact support@ihance.com; for fastest response include information about which mail server you use (Google Apps, Exchange, etc.).

Note - copies of your sent mail will now start appearing in your Inbox.

You can fix this with a new inbound rule. Where you define this rule depends on your mail setup - for example, if you use GMail you should define the rule there.

The rule should match mail "From:" your email address, and should either (a) move it out of the Inbox to Sent Items, or (b) delete it. Only choose "delete" if you are getting duplicate copies in your Sent Items folder.

EUDORA

You can auto-BCC outbound email using custom stationery.

  1. Create a new stationery that BCCs [SAMPLE ADDRESS]
  2. Set this stationery as the default in Tools > Options > Composing Mail

GROUPWISE

You can auto-BCC outbound email using a custom view.

  1. Create a new stationery that BCCs [SAMPLE ADDRESS]
  2. Set this view as the default view.