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Justin Ramalho Receive emails in SalesForce and based on information, delegate a task assigned to it?
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?
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?
You can have use of Email Services to accomplish this. Please go through the documentation given in below mentioned link for getting fair idea of email services:
https://www.salesforce.com/us/developer/docs/apexcode/Content/apex_classes_email_inbound_what_is.htm
Thanks,
Pankaj
In my settings of forwardemail@xyz.com, where would that email point to to be brought into SalesForce?
I appreciate the help.