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crcochran Send E-Mail on behalf of another user
I have two needs for this:
1. As a part of a Sales team, I would like to be able to send out an E-Mail on behalf of the Account Exec. So how can a member of a Sales Team send an e-mail on behalf of the account exec? My main goal here would be to have the response go back to teh Account Exec and not the member who sent the E-Mail.
2. My industry regulates e-mails that are sent to clients. Because of this government regulation, I do not allow my service reps to be able to send e-mail directly to clients mostly because of the action that must be taken if a client responds. Instead, I would like to trigger a workflow rule to send an E-Mail alert to the client, but have the E-Mail sent on behalf of the Company and not the individual rep. Any ideas how I could send an e-mail out as my system account (i.e. my IT guys account - basically any other user) instead of the service rep who requested it?
1. As a part of a Sales team, I would like to be able to send out an E-Mail on behalf of the Account Exec. So how can a member of a Sales Team send an e-mail on behalf of the account exec? My main goal here would be to have the response go back to teh Account Exec and not the member who sent the E-Mail.
Right now, you can't do that from Salesforce.com.
2. My industry regulates e-mails that are sent to clients. Because of this government regulation, I do not allow my service reps to be able to send e-mail directly to clients mostly because of the action that must be taken if a client responds. Instead, I would like to trigger a workflow rule to send an E-Mail alert to the client, but have the E-Mail sent on behalf of the Company and not the individual rep. Any ideas how I could send an e-mail out as my system account (i.e. my IT guys account - basically any other user) instead of the service rep who requested it?
Also not possible right now (from workflow) but a very popular feature request that is under consideration. For individual emails (i.e. not workflow email alerts) you can use Email To Case routing addresses as the from address:
http://blogs.salesforce.com/support/2008/07/the-quick-email.html
"For individual emails (i.e. not workflow email alerts) you can use Email To Case routing addresses as the from address:"
So how would that work ... do I have to have customer portal turned on? Is there a way that I can change that for all my service reps automatically and then restrict them from changing it back?
Thank you for your help!!
It should be possible to use Organization-Wide Email Addresses for each user the email should appear to be from.