Written by: Amber Butler 10/20/2008 3:15 PM
I recently did an informal poll of a handful of Salesforce.com users and realized that NONE of them were even aware of Email to Salesforce. Trust me ... it's something worth knowing about and, most likely, something you'll want to think about implementing in your organization. After enabling Email to Salesforce, you can add a Salesforce-provided email address to the bcc line of any email you send and the email will appear in the activity history related list of the correct lead or contact in Salesforce. What if there isn't a match? No problem - a task will be created instead, which you can then handle in Salesforce. To learn how to easily setup this functionality, just search for "email to salesforce" in the Help and Training section of Salesforce. And Outlook users can even take it one step further ... some simple code can added that will eliminate the need to add the address to the bcc line - instead, each time you send an email, you'll receive a message asking "Add to Salesforce?". Click yes and your unique address will automatically be added to the bcc line.
I recently did an informal poll of a handful of Salesforce.com users and realized that NONE of them were even aware of Email to Salesforce. Trust me ... it's something worth knowing about and, most likely, something you'll want to think about implementing in your organization.
After enabling Email to Salesforce, you can add a Salesforce-provided email address to the bcc line of any email you send and the email will appear in the activity history related list of the correct lead or contact in Salesforce. What if there isn't a match? No problem - a task will be created instead, which you can then handle in Salesforce.
To learn how to easily setup this functionality, just search for "email to salesforce" in the Help and Training section of Salesforce.
And Outlook users can even take it one step further ... some simple code can added that will eliminate the need to add the address to the bcc line - instead, each time you send an email, you'll receive a message asking "Add to Salesforce?". Click yes and your unique address will automatically be added to the bcc line.
Copyright ©2008 Amber Butler
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