We are looking for a good solution to track and upload our Expense Receipts into Salesforce. We all use MACS so it must be MAC compatible and we also need a good mobile soultion. Any thoughts? Thanks!
Hi-- This morning I received instructions for a new URL to reach the SF home page, which I have activated in my browsers, etc. However, now the maildrop no longer works. What must I change and where, to get things working again? Many thanks in advance-- Tanis
When adding email to salesforce and choosing Opportunity there is no dialog for associating the name to a contact. For example, I select 'Add Email to Salesforce.com' from the Script menu; click the 'Related to What?' tab; enter an opportunity name in the search field; select the opportunity; click 'Add Email'.
This adds the email to the Opportunity I selected in the above process and opens the salesforce.com page in my web browser. The 'Name' field, however, is blank because the process doesn't prompt me to associate this email with a 'Contact'. I have to manually edit the post to add the contact's name. This isn't a big deal but it would be wonderful if this could all be done within MailDrop.
I was reminded by the Data Loaders' original author (the infamous Lexi) today that the more recent versions only have minor functionality improvements in them, so rather than waiting for the source of those versions to get released, I went ahead and built a new OSX version of the data loader source that is there. This is v7.0 of the data loader, it includes export, insert, update, and upsert. (but not the FK externalId support). I think makes it about 2 revs out of date, but i think is still useful anyway. You can grab a copy from my blog
I just downloaded Maildrop. I look forward to using it with Mail.app! I noticed in the screenshot on the Maildrop site (http://www.pocketsoap.com/osx/maildrop/) a few additional scripts under the two Salesforce.com items -- Create Event, Create Note, Create Task. Are these specific to Entourage or are these related to Salesforce.com? It would be great to have these three items as Maildrop salesforce options.
