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lburns
Email to Salesforce Vs. Outlook Plugin for SF
What is the difference between the two? We have the plug-in installed to nove emails to SF, but is the Email to SF a new feature?
Also, is there any way to 'cc' other people in Salesforce besides our company users when sending an email from SF? When I want to copy another lead or contact it only allows me to select our organization's users.
Thanks...
I guess there isnt a whole lot of difference, you could say that email to salesforce is an on demand way of getting that email from outlook into salesforce
With email salesforce you CC a certain email address that you setup in salesforce and it automatically appends it to the contact in the activity history related list
Its based of who you are sending the email to, so this should match to one of your contacts
With Outlook plugin you obviously have the adapter installed on your outlook (which crashes alot) !
and then sync the data from outlook to salesforce
Email to Salesforce
https://emea.salesforce.com/help/doc/user_ed.jsp?loc=help&target=email_my_email_2_sfdc.htm§ion=Personal_Setup
Connect for Outlook
https://emea.salesforce.com/help/doc/user_ed.jsp?loc=help&target=email_outlook_install.htm§ion=Outlook
"Also, is there any way to 'cc' other people in Salesforce besides our company users when sending an email from SF?"
Open the "Send an Email" Task. Within there you should have the following fields:
To
Related To
Additional To
CC
BCC
Subject
Body
Using the "Additional To" field, you can enter any email address into here (use the full email address format nnnnn@cccc.mm)
HI,
How to hide the"Related To" field from user in Send an Email page?