Getting Started with Salesforce
Yesware's Salesforce integration automatically syncs your email activity, engagement events, and calendar meetings to the right Contact, Lead, Account, or Opportunity — no manual data entry required.
Salesforce integration is available on the Enterprise plan only. Your Salesforce edition must have API access — Enterprise and Unlimited editions include this by default. Group and Professional editions require you to contact Salesforce to request API access separately.
How sync logic works
When you send an email with Salesforce Sync enabled, Yesware checks the first email address in the To field for a matching Contact or Lead in Salesforce.
- Lead match — Yesware syncs the task to the Lead's Activity History only.
- Contact match — Yesware syncs the task to the Contact's Activity History and the associated Account. If that Contact is a Contact Role on an open Opportunity, it also syncs to the Opportunity.
- Multiple matches — Yesware prefers Leads over Contacts, then Contacts with open Opportunities, then the record with the most recent activity, then the most recently modified record.
- No match — The activity is not synced.
The same logic applies to Calendar Sync — events are matched to the first guest's email address using the same priority order.
Activity fields in Salesforce
Every Yesware action creates a completed Task in Salesforce with a standardised subject line:
| Activity | Salesforce task subject |
|---|---|
| Email sent | Message Sent: [subject] |
| Email opened | Message Opened: [subject] |
| Reply received | Reply: [subject] |
| Link clicked | Link Clicked in Message: [subject] |
| Attachment opened | Attachment Opened: [subject] |
| Presentation viewed | Presentation Viewed: [subject] |
| Bounce received | Bounce: [subject] |
| Calendar event synced | [event synced] |
You can use these custom Yesware fields to build reports in Salesforce:
| Field | What it tracks |
|---|---|
| Yesware Activity Type | Type of activity: Message Sent, Message Opened, Reply, Link Clicked, Attachment Opened, Bounce, Event Synced |
| Yesware Template Name | Which template was used — useful for comparing messaging effectiveness |
| Yesware Is Campaign | True/False — whether the task was created as part of a Yesware Campaign |
For a full walkthrough on building reports and dashboards using these fields, see Team Reporting and Dashboards.
Salesforce AppExchange
Yesware offers a free Managed Package on the Salesforce AppExchange that adds pre-built reports and dashboards directly to your Salesforce environment. It gives managers and team leaders instant visibility into rep activity and messaging effectiveness. Installing it is optional — you don't need it to use Yesware.
Common questions
Will Yesware automatically create a Contact or Lead if one doesn't exist?
No. Yesware does not auto-create Contacts or Leads. If no matching record is found, the email and its events will not sync — even if Send to Salesforce is enabled. You can create records directly from the Yesware Salesforce Sidebar before sending.
Does Yesware support Salesforce SSO?
If your Salesforce environment uses SSO, click Use Custom Domain on the Salesforce login screen, enter your company's custom domain, and complete your usual SSO login. This allows Yesware to authenticate correctly.
Can I use Yesware if someone has delegated their email account to me?
Emails sent via delegated access cannot be tracked by Yesware. Aliases, "Send As" addresses, and delegated accounts are not compatible. Use a standalone email account with its own login credentials for all tracked emails.
How do I add the "Add to Campaign" button in Salesforce for Outlook?
Go to the Yesware Salesforce Campaigns page and authenticate. Select Install Chrome Extension and add the Yesware extension from the Chrome Web Store. Once installed, log in to Salesforce, then click the Yesware button in the upper-right corner of Salesforce and select Link my Office 365 Account Now.