I have developed a website in vb.net in which I have displayed the data from salesforce and new cases can be logged. Now the client has asked to embed the "Email-to-Case" functionality in as well. I have read the forum discussions and downloaded the Email-to-Case Agent.
O have also studied the articl on http://www.sforce.com/resources/tn-12.jsp Uptill now I have understood that some how the emails are converted into cases. I have created new cases from my website but the logic of Email-to-Case is difficult to understand. I donot want to manually extract the emails and then create cases one by one. Rather a mechanism is required which would extract emails for me, matches the senderemail addres with a contacts email address and automatically log new cases.
Does the slesforce currently provides any functionality for that ? I would just set a routing email address to receive the emails. Or is there some sort of development work required ?
Our company recently started using Salesforce. Can someone please give me some advice on how to accomplish the following:
We
would like the 'Careers' page of our company website to use the data
entered in Salesforce. Whenever someone enters a new Recruiting
Opportunity in Salesforce, and they have checked the checkbox that says
'Post on Jobs Website', we want that job to appear on our company
website.
What is the best way to do this? Is there a way to post
the job opening to the company website when someone clicks 'Save' in
Salesforce? Or will I have to go some other route--like an interface on
company website that you have to log in to pull the data out of
Salesforce, or a nightly process that does this?
FYI, the company web server is running MS Windows 2003 Server.
I am new to Salesforce and would appreciate any help/code samples/tutorial links that you guys can provide.
One of the things I asked SF about early on was how we get customer emails into the system. They said we needed to copy-paste the contents of the email into SF. After realising they weren't joking (!), I was pleased to hear about the Outlook plugin, which deals with many of my concerns.
But.. this still relies on a human being to shove an incoming email into the system. So if for example a customer emails us, and we're short-staffed, and the email doesn't get dragged into SF for a few hours, it negates a lot of the benefits of the queuing and auto-escalation systems.
So my curiosity is whether anyone has put together, or is considering putting together, an app that will poll a mail server (for us, it would need to be via IMAP), pull incoming emails into SF, and then file them in another folder. The benefit then is that emails go directly and almost immediately into SF to be handled appropriately.
Is this feasible given the way SF works? How would emails be pulled in? How can we ensure emails that are pulled in are dealt with appropriately by support and sales personnel? My sense is that for this to work all emails would need to be shoved into SF as Cases, to ensure they were seen and handled by customer service people. Would that cause problems?
