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Eric Anderson 86Eric Anderson 86 

Create a Salesforce custom object from an e-mail

Hi there everyone,

I have a set of custom objects. One called ‘Research task’ and another called ‘Correspondence’. The ‘Correspondence’ custom object is a child object to the ‘Research Task’ object, which is the parent.  The customer occasionally receives an e-mail that results in either the creation of a new custom object ‘Research Task’ object entry into Salesforce or a ‘Correspondence’ to an existing ‘Research Task’. If the e-mail that is received is something new that has never been researched, the customer would like to select an Assignee from drop down, as well as a priority, and then have the body of the e-mail placed in the initial ‘Correspondence’ entries text field for this new ‘Research Task’. If the e-mail is relating to an existing ‘Research Task’ the user would like to be able to select the Research Task from a drop down list and then have the context of the e-mail placed in a new ‘Correspondence’ entry.

My question is, ‘Does this functionality currently existing in the Outlook integration or, is this something we would need to create a custom solution for? (I am presuming the later.) 

If this is something that we would need to create a custom solution for, would this be done using something like ‘Visual Force’ that might give the user the ability to look at e-mails and give the user the ability to either create a new case, or add information to an existing case?
Does anyone have an example of something like this that they can at least share some guidance in regards this topic with me?

Thank you in advance for your assistance.


Eric Anderson
Gustavo BertolinoGustavo Bertolino

This doc says that it's possible to create Cases from incoming / inbound emails. I'm not sure how this could be done, but it could give you some clue.