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SFDC-NOOBSFDC-NOOB 

CC Email

Hello,

 

My VP of business development would like to be BCC'd on emails to specific customers.  Our sales reps use Salesforce to outlook API.  Is it possible to develop a trigger that would fire and send the email to him when the record is uploaded from outlook to the customer account in Salesforce?  Any direction or help with the logic is greatly appreciated.

 

Thanks,

J

Sonam_SFDCSonam_SFDC

Hi Josh,

 

Did some research and have the following suggestion for the logic:

1)You can create a trigger on Task as the Emails added to Salesforce using Salesforce for OUtlook get registered in Salesforce as Tasks with Subject starting with Email:

 

2)You can filter the Task(if its a task task or email task) by checking the subject starting with "Email:" 

 

3)Check the contact field to see if the contact belongs to the Account your VP needs to get notified about and send an email to the VP with this Task details or URL to the Task.

 

Hope this helps!