-
Add email to Case record via Email to Salesforce from Outlook
According to statement here, from Salesforce online help & training ->
"If you use a company-provided or third-party email account, you can use Email to Salesforce to assign emails to leads, contacts, opportunities, and other records in Salesforce."
Now I would like to add email from Outlook to Case record instead of Contact/Lead/Opportunity. How can I do that?
I BCC the email address generated by Salesforce but it didn't work.
How can I add the email to Case?
-
1 Reply
-
If you are using Outlook as mentioned on the subject of this thread, you can use the Salesforce for outlook side panel to add emails directly to contact cases . For more help see this link:- https://www.salesforce.com/blog/2013/02/see-the-salesforce-side-panel-in-action.html
Log In to reply.
Popular Salesforce Blogs
Schema Class in Salesforce Apex | The Developer Guide
INTRODUCTION: Schema is a Namespace which is referred as Database. This namespace contains some classes and their methods to provide metadata information of Schema. Schema…
Mastering Continuous Integration Top Tools and Techniques for DevOps
In today's digital environment, such innovation has to be very fast and efficient to outcompete others. Continuous Integration has become the bedrock of DevOps practices…
5 Significant Benefits of Salesforce CRM Testing
Providing superior customer service is no longer a choice for businesses, it has rather become a necessity to sustain in this competitive world. However, providing…
Popular Salesforce Videos
Salesforce Development and Career Opportunities
Salesforce is the world’s #1 customer relationship management (CRM) platform. Salesforce allows sales reps to see everything about a customer in one place and provide…
How to Build an Offline Salesforce App, Part 1: Authenticate with Salesforce
This video tutorial will guide you through the following steps: * Integrating the Salesforce connector * Modifying the login screen and process * Authenticating with…
The future of Salesforce Lightning (according to Mike Rosenbaum)
We find out from Mike Rosenbaum (@mike945778) who is in charge of Salesforce Sales, Service & Lightning, the future of Salesforce Lightning at the London…
