Questions tagged [emailtosalesforce]

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1answer
268 views

Email-to-Account / Standard / Custom Object

Question: What would be the right approach to setup an Email-to-Account (OR any other Email-to-Standard/Custom object) similar to the OOB Email-to-Case functionality? Use Case: When an email is sent ...
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1answer
28 views

Process Automation for tasks created through Email-to-Salesforce feature

In my org automated emails from a vendor are sent to us via the Email-to-Salesforce feature (which creates Tasks and puts the email contents into the Task) for which I would like to attach some ...
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2answers
31 views

Email to Salesforce question

I am wondering if it is possible to forward an email into Salesforce that I received from a contact and have the email associated with the contact's record.
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2answers
84 views

Email To Salesforce. Is there anyway to remove the replies of the email?

I have recently set up some email to salesforce functionality. However email to salesforce also logs all of the replies from the email, so after a few replies, the task contents become rather lengthy/...
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1answer
42 views

Is “My Email to Salesforce” static?

not a complicated question but I can't find the answer. Does the email address found in Settings -> Email -> My Email to Salesforce ever change? Or can I add that email to a contact and just keep ...
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1answer
61 views

Error EmailServicesFunction is invalid or not allowed

IS EmailServicesFunction object is not available for all users of different profiles. If No, can anyone let me know how to enable this object for all the users. Regards
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1answer
371 views

How to capture reply email in Salesforce

I'm sending an HTML email from APEX and want that whenever the email receiver reply's to the email it is received in Salesforce and I can fire a Trigger in Salesforce as well on the email recieved. ...
3
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1answer
61 views

Email to Salesforce - link to all matching contacts?

In the Email to Salesforce documentation, it states: "If Email to Salesforce matches an email address to multiple lead or contact records in Salesforce, you can associate the email with all matching ...
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1answer
890 views

Email to Salesforce Trigger?

I'm trying to make a trigger fire when a Email to Salesforce message is sent(IE. email sent from gmail that has bcc address of email to salesforce address), but I'm not having luck. An email to ...
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1answer
509 views

Why Email to Salesforce Task Doesn't have whoId during after insert trigger

I wanted to check emails sent from sales searching for Marketing link on their Bodies. The thing is that I realized that even tho tests were running fine. When I did manual tests the accounts didn't ...
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1answer
215 views

Email are going to Unresolved items, when trying to create Activity History record using `Email To Salesforce Address`

I have to create the activity History record for workflow email alerts. I tried this way Created another email alert with copy of same email template and appended ref:{!Lead.Id} in email template. ...
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0answers
48 views

Email to Salesforce: Is it possible to not attach activity history for people CC'd on the email?

I found Salesforce documentation that says: If you configure Email to Salesforce to associate emails to matching leads or contacts, Salesforce searches the To and CC fields for the email ...
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1answer
373 views

Determine if Task trigger is running in EmailToApexHandler/Email-To-Salesforce context

I have a simple trigger that should update account information on certain criteria. Unfortunately, related contact or account id is not available when task runs in EmailToApexHandler context. It ...
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0answers
39 views

How to convert in a normal text a bold text from an email body of the EmailTo SFDC Feature?

I am trying to process a text from an email body that can contain text styled with bold or italic style. From the standard feature, Mail To Salesforce, I find this text in the description field of the ...
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1answer
229 views

Email-to-case exceeds the data storage limit

My Org primarily capturing correspondence by Email to case, The Inbox receives large amount of emails, that exceeds our data limits. Need to find a solution. We need to retain some data for compliance ...
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2answers
566 views

WhatID null for Activity Tasks created from bcc to salesforce

When our users leverage the email-to-saleforce feature that allows them to bcc emails to salesforce, those emails are added as Tasks of type 'Email' in the Activity History related list for relevant ...
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0answers
263 views

Email to Salesforce Error from Outlook Web App

People using Outlook for Web to BCC send email to Salesforce are getting the following error: Diagnostic information for administrators: Generating server: ex2013.crxxxxxnk.local Receiving server: ...
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3answers
739 views

Creating new contacts/leads in My Unresolved Items

The My Unresolved Items page allows you to assign an item to an existing contact/lead, but is there a way to quickly create leads/contacts for each item? Basically the items aren't associated with any ...
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1answer
77 views

Dump email in custom object

I have looked through the site and Google and have come up empty - with such vague terms to search with I am terribly sorry if this has been asked 100 times - if so please point my in the right ...
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1answer
553 views

I am using bcc to salesforce, and i have to create a new task when mail comes with specified subject

I am using bcc to salesforce, and i have to create a new task when mail comes with specified subject. I had written a trigger on Task. In case when i am sending bcc to lead its working fine but in ...
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3answers
552 views

Link Email Sent From Outlook to Specific SFDC Record

With Email to Salesforce you can use a BCC address to relate your emails to contacts and leads, and you can also have it relate to a contact's opportunities but in these cases, an email gets linked to ...
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0answers
35 views

Connect for Outlook - Performance degradation since a couple of weeks

One of my clients is still using the old Connect for Outlook, because he is operating Outlook without Exchange Server (simply via IMAP) and therefore cannot upgrade to Salesforce for Outlook. I know ...
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1answer
105 views

Who owns this Email To Salesforce address?

I have an Email To Salesforce address (emailtosalesforce@123...salesforce.com) that is associated with many workflows. Is there an easy way to determine which User owns this Email To Salesforce ...