One of the most powerful, yet least used features of Salesforce : Email To Salesforce
April 26, 2016 Leave a comment
Well, this is an out-of-the-box functionality that salesforce provides, in case you have not heard about it before.
This functionality allows you to capture the emails that you send from third party email clients and store them on your salesforce orgs as Activity records associated against the Contacts or Leads. So, how does this functionality work ? I will walk you through configuring up the functionality in this post.
Before we begin, where do you think this functionality might help you ?
If you are working in an enterprise and if you have all the people that you interact with on a daily basis, stored as either contacts or leads in your salesforce org, then this feature will record all the email communications that happen between you and your contacts. So suppose you send an email to person A with email id as “firstname.lastname@example.org” with BCC to an email id…
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