Salesforce

The Salesforce integration for Superhuman allows you to:

• ✍️ See and update contact, lead, account, and opportunity details right from your inbox
• 👥 Add new Salesforce contacts from Superhuman
• 🛠️ Customize which sections and fields you see

To get started: 

1. Hit Cmd+K (Mac) or Ctrl+K (Windows) → Enable Superhuman for Sales
2. Hit Cmd+K (Mac) or Ctrl+K (Windows) → Salesforce Settings
3. Then, log into Salesforce and you’ll see Salesforce information in the sidebar for any contact that has a record in Salesforce! 

Customize your View 

You can customize the sections in your Salesforce sidebar. To add or remove fields, hit ⚙️. 

Updating Salesforce from Superhuman

You can update Salesforce fields by hitting Cmd+K (Mac) or Ctrl+K (Windows) → Edit, then Cmd+Enter (Mac) or Ctrl+Enter (Windows) to save. You can also hover over the field you want to edit.

Auto-Bcc

Superhuman allows you to add your Salesforce-generated bcc address to every message that you send. Currently, this does not log emails to specific Salesforce records. To get started, first find your Salesforce bcc address:

1. Open Salesforce
2. Find your profile icon in the top right corner, and hit Settings from the dropdown.
3. Under the Email section in the left hand side, hit My Email to Salesforce
4. Select which records you wish to associate emails to and hit Save.
5. Copy the highlighted email address that appears as Your Email to Salesforce address. 

Then, in Superhuman you'll want to:

1. Hit Cmd+K (Mac) or Ctrl+K (Windows) → Auto-Bcc Settings.
2. Paste the bcc address into the window that appears.
3. Hit Enter to save the change

FAQs

Common causes of errors 

• You will see an error message if your Salesforce edition does not have API access enabled. Check here for the editions that have API access. 
• If you have the right Salesforce edition, you may need to check with your Salesforce admin that your account is “API-enabled” to enable the Salesforce integration with Superhuman. 

How do I remove the Auto-Bcc address from all messages moving forward?

1. Hit Cmd+K (Mac) or Ctrl+K (Windows) → Auto-Bcc Settings.
2. Delete the Bcc address from the field.
3. Hit Enter to save your changes.

How do I remove the Auto-Bcc address from a single message?

1. While drafting your message, hit Cmd+Shift+B (Mac) or Ctrl+Shift+B (Windows) to expand and bring Superhuman's focus to the "Bcc" line.
2. Delete the Auto-Bcc address from the "Bcc" field.