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Bdogg Take Information from Subject of Email to a field in SF?
Hi I have my email setup to forward into SF. I would like to have the email connected to the associated order number, which is in the Subject of the email.
For Example the subject may be "Return 12345-65-2" I have a Lookup Field that I want that information to go into, which corresponds with an order in SF.
Can this be done with a workflow? How can I achieve this? I am very New At SF so I am not sure about Apex Coding, and Visual Force.
Any suggestions would be greatly appreciated.
Tell me if i understand this correctly -
you want to create a workfkow, with an email alert. In the email template used, you want to have the Order# in the Subject line.
If that is so, yes you can do this with a workflow provided the Order# field is available for mail merge.
Let me know if you need any further help.