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hy.lim1.3897974166558203E12
Add email to Case record via Email to Salesforce from Outlook
Hi, according to statement here ->
"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?
"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?
Once your mails are in the unresolved Items - you can then add the mail to the case choosing the case number
Read more: http://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_unresolved_items.htm&language=en_US
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 :
http://blogs.salesforce.com/company/2013/02/see-the-salesforce-side-panel-in-action.html
Hoping this can work for you as on option..