Questions tagged [emailtosalesforce]
The emailtosalesforce tag has no usage guidance.
27
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Email to Salesforce not working with subdomain emails
I faced a problem with 'Email to Salesforce' functionality - emails sent from email addresses with subdomain don't become associated with records.
I added several emails into "My Acceptable Email ...
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Is it possible to indentify when a Contact is being created with Email-To-Salesforce and when it isn't?
Hello and thanks for reading!
I have a section in the Contact layout with these fields:
Opt out of Email
Do Not Call
Do Not Contact
I've added a checkbox called Lead Only/No Auto Emails. As users ...
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1
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573
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Email To Salesforce - Activity logs to wrong Opportunities
Email to Salesforce feature allows us to capture any Email sent from external email applications and log those under Opportunities(other objects too but here we're talking only for Opportunities). In ...
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267
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Limits on number of emails that can be sent to "BCC to Salesforce"
I'm working to implement a mass mailer system for a customer, and they'd like to have each outgoing email BCC'd to the unique link that will track it in Salesforce.
My customer may be sending out ...
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187
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How We can Track incoming Emails in Salesforce using Out of Box Features!
We are using Email to Salesforce for Sending email from a Record and its logged in Salesforce.
When the User replies to that email, I want to track it and show it in Salesforce. Any idea how I can ...
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2k
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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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171
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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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109
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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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213
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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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142
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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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116
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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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588
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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.
...
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159
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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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1k
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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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663
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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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368
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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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96
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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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422
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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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83
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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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344
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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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2
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745
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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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300
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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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3
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818
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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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116
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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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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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3
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693
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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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312
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Who owns this Email To Salesforce address?
I have an Email To Salesforce address ([email protected]) that is associated with many workflows. Is there an easy way to determine which User owns this Email To Salesforce ...