• agoltz
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I love mail drop...  Keep up the good work.

 

Is there a way to create an opportunity from an email in Outlook 2011? 

 

Thanks,

  • September 03, 2011
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Hello fellow Mac users!

I am wrapping up the first version of a "mailbundle" (aka plugin) for Apple Mail 5.0+ (Lion) for use with SalesForce as a replacement for / in addition to email-to-case.

Most in our company have already moved to Macs and we constantly find ourselves forwarding emails to SalesForce using email-to-case. Tired of losing attachments, pasting ref:blahblah:ref every where so it wouldn't get truncated and seeing incorrect to/from information in SalesForce; I began building the bundle in my spare time about a month ago.

The bundle is built with Simon Fell's excellent zkSforce library (hat tip), a lot of patience, googling and time with a debugger attached to Mail.App (this stuff ain't documented!). Currently it allows you to append an email to an existing case (as an EmailMessage, not an activity) by searching for the case in a manner similar to MailDrop. However before prompting you to search, the bundle looks in the subject and body for the ref: code and only ref: codes for your org! if found the bundle will automatically locate the case without the need to do a search! Additionally it properly grabs both the text/plain and text/html bodes and includes them in the EmailMessage.

I'm making this post to gauge public interest in the bundle (if there is any). I have been using it daily now and hope to get our support team using it as we roll out Lion. I've long been a fan of bundles like "MailFollowUp" (http://www.cs.unc.edu/~welch/MailFollowup/), which is why I decided to go with a mail bundle; I wanted the tighter integration with Mail.app than is possible via another app.

Hope to hear some feedback!
Daniel