5 respuestas
Ramsay,
Guidelines for using Email to Salesforce (http://help.salesforce.com/apex/HTViewHelpDoc?id=email_my_email_2_sfdc.htm):
- If Email to Salesforce matches an email address to multiple lead or contact records in Salesforce, you can choose to associate the email with all matching records, the oldest record, or the record with the most activity.
- If Email to Salesforce matches an email to multiple opportunity records in Salesforce, the email is included in the activity history on all matching open records.
- If you configure Email to Salesforce to associate emails to matching leads or contacts, Salesforce searches the To and CC fields for the email addresses of your leads or contacts. If any leads or contacts are found, Salesforce saves the email to the Activity History related list on the appropriate record.
- If you configure Email to Salesforce to associate emails to matching opportunities, Salesforce searches the To and CC fields for the email addresses of your contacts. If contacts are found, Salesforce saves the email to the Activity History related list on all open opportunities, as long as the contact is assigned a contact role on the opportunity. For example, the contact may be assigned the role of Decision Maker on an opportunity
Hope that helps :)
