We have Salesforce Professional Edition. In reality we sent out some offer mails offline, but want to create a record against every contact as if an Email was sent.
I am using Dataloader.io to import. If I try to import an EmailMessage, it requires me to create a Case first. Alternatively, I could create a task that shows up in the "HTML Email Status" list.
Is there anyway to import an EmailMessage without a case. Which of the above two will be preferable and is there a better alternative?
Thanks for your time.
Regards,
Shahid
5 respuestas
When you say "Case", we generally request Salesforce for any feature activation.
Yes, if you want to store in Email Message object, we need to create a record in Case object.
Why can't you store them as Tasks with Type='Email' to those Contacts?
