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Mikey Boosh Outlook to Salesforce - Multiple users adding same email
Hello Community...
I have 2 users, both using the Outlook to Salesforce plugin. Both users recieve the same email in Outlook
Person A attaches an email to salesforce, and can see that email against a contact in the right hand (SF) pane in Outlook.
Person B's Salesforce pane in Outlook does not indicate the common email has been attached to the contact, and attaches the email as well.
The result is a duplicate email in Salesforce.
My question is, can the Salesforce pane in Outlook be updated to indicate an email has been attached? (albeit by someone else).
Many thanks!
Mike
Hello Mike,
Unfortunately it is not possible at present. Both the emails will be attached, the only option is to delete the duplicate mail manually.
OR
Write a before trigger, in it check for email subject of the attached emails and accordingly display message. I would suggets you to post this requirement on idea exchange: https://success.salesforce.com/ideaSearch
All Answers
Hello Mike,
Unfortunately it is not possible at present. Both the emails will be attached, the only option is to delete the duplicate mail manually.
OR
Write a before trigger, in it check for email subject of the attached emails and accordingly display message. I would suggets you to post this requirement on idea exchange: https://success.salesforce.com/ideaSearch
Mike