5

I'm deploying a new SF org. I've got hundreds of past email threads with customers I want to "import" to SF and have these emails appear as activities under the Account/Case record. Is there any way to achieve that?

I thought of using email-to-salesforce and FW the emails to the designated email address but the email will be filed under unresolved items instead of under the Account

4
  • are those emails in your mail client or those are registered in your previous CRM? Mar 20, 2013 at 20:09
  • in my mail client
    – Dedo
    Mar 21, 2013 at 15:34
  • How comfortable would you be with the REST API? Or would you stick to GUI?
    – erbdex
    Aug 22, 2013 at 6:42
  • very comfortable
    – Dedo
    Aug 22, 2013 at 10:16

1 Answer 1

1

My understanding is that you need to include a reference to the Account or Case you want the activity history to be associated with.

So when you forward the existing emails you need to put ref: 001D0000000HQZy into either the email subject line or body. Here 001D0000000HQZy is the 15 character Salesforce Id for an Account. You can get the required Ids from the URLs when viewing individual records.

Without that reference Salesforce will add the emails to the "My Unresolved Items" page.

See the Adding Email with Email to Salesforce documentation.

Failing that, you could use something like the Data Loader to directly create the required Task records from a CSV export of the emails.

2
  • The Case "ref:" is different from its Salesforce id. Here's the formula: "ref:00D"&MID(Id,4,1)&RIGHT($Organization.Id, 4) &"."& LEFT(Id,4)&RIGHT(Id,5) &":ref" Oct 13, 2013 at 11:45
  • Actually, RIGHT(...,5) won't work forever... it's stripping out the middle zeros, so a proper solution is to see which character has a significant (non-zero) character.
    – sfdcfox
    Oct 21, 2013 at 5:17

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .