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Add email to Case record via Email to Salesforce from Outlook
According to statement here, from Salesforce online help & training ->
"If you use a company-provided or third-party email account, you can use Email to Salesforce to assign emails to leads, contacts, opportunities, and other records in Salesforce."
Now I would like to add email from Outlook to Case record instead of Contact/Lead/Opportunity. How can I do that?
I BCC the email address generated by Salesforce but it didn't work.
How can I add the email to Case?
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1 Reply
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If you are using Outlook as mentioned on the subject of this thread, you can use the Salesforce for outlook side panel to add emails directly to contact cases . For more help see this link:- https://www.salesforce.com/blog/2013/02/see-the-salesforce-side-panel-in-action.html
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