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Setting up new Absolute Automation user is a two-step process:

1) In Salesforce, enable Absolute Automation:

Go to the Emails tab > Admin > Users sub tab

a) Check Use Absolute Automation for each user you want to enable email logging.

b) Double-check that the Email Addresses are correct for this user. Click Edit if you need to correct or add any email addresses. Often people have email aliases (tom@example.com, tom.jones@example.com) which you can add one per line.

c) Click Save

Note: we recommend enabling Save Attachments but leaving Auto-create Contacts unchecked as a good starting point. Enable the Email Administrator permission if you want this user to have access to this same Emails > Admin page.

2) Setup Email Forwarding:

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Go to the Emails tab > Admin > Preferences sub tab click on your Email Forwarding Instructions link.

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Select your email environment from both the inbound (1) and outbound (2) drop down menus to set up email forwarding.

Note: If you set up your inbound and outbound email forwarding at the server level all you need to do is make sure this user's email is added to these server rules

 

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