• Justin Ramalho
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Question...Is there a way to receive emails in SalesForce and based on information, delegate a task to a user?  Currently we receive emails in Outlook from our Hosting Email Server and then manually input the tasks to SalesForce users.  But we'd like the ability to view all emails and better monitor who's creating tasks to make sure they are accurate to the email content.  

Here's a scenario... there is an email address called support@xyz.com.  There is also an email address called forwardemail@xyz.com that automatically forwards all email.   support@xyz.com forwards their email to forwardemail@xyz.com which automatically forwards into SalesForce to view.  So furthermore, there is also an email address called marketing@xyz.com.   They too forward their email to forwardemail@xyz.com which forwards into SalesForce.  This would be the same for all email accounts.  This way, we can track every email within SalesForce. 

support@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user
marketing@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user
sales@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user
johndoe@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user

etc...

Hopefully this makes sense.  Is this possible?  Maybe there is an App that does this?
My name is James and I have 7 years of Salesforce development as well as .net development. I am available for full or part time work.

Thanks
James Baker
james7630@gmail.com
1-425-457-9352
 
  • June 09, 2015
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Question...Is there a way to receive emails in SalesForce and based on information, delegate a task to a user?  Currently we receive emails in Outlook from our Hosting Email Server and then manually input the tasks to SalesForce users.  But we'd like the ability to view all emails and better monitor who's creating tasks to make sure they are accurate to the email content.  

Here's a scenario... there is an email address called support@xyz.com.  There is also an email address called forwardemail@xyz.com that automatically forwards all email.   support@xyz.com forwards their email to forwardemail@xyz.com which automatically forwards into SalesForce to view.  So furthermore, there is also an email address called marketing@xyz.com.   They too forward their email to forwardemail@xyz.com which forwards into SalesForce.  This would be the same for all email accounts.  This way, we can track every email within SalesForce. 

support@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user
marketing@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user
sales@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user
johndoe@xyz.com -> forwardemail@xyz.com -> SalesForce -> read and assign a task to a user

etc...

Hopefully this makes sense.  Is this possible?  Maybe there is an App that does this?