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Ravi sastri Workflow rule on Custom Object
Hello Admins, I am new to salesforce
Can anyone help me out with below mentioned requirement,
I need to write a workflow rule to create an Account on Incoming Email and pull the account details like the Name, Mobile, Country and address to be pulled from the Incoming email text and populated on the Account object
Thanks in Advance
Sastri
Can anyone help me out with below mentioned requirement,
I need to write a workflow rule to create an Account on Incoming Email and pull the account details like the Name, Mobile, Country and address to be pulled from the Incoming email text and populated on the Account object
Thanks in Advance
Sastri
Unfortunately I do not think you can achieve this via a workflow rule. However you could do this by setting up an Org wide email address using the email address that these emails would come into and set up a forwarding email address in Salesforce and have your IT team add this forwaridng address from Salesforce as a recipient of all incoming emails into the company email address. Then you can have an Apex trigger parse through the incomign emails to create the records you need based on the email body contents. Hope this helps get you to the right path,
Shawn