Any suggestions on the best way to utilise SalesForce to maintain an incoming postal log? Currently attaching scanned copies of all mail to each customer profile but this does not lend itself well to recording mail...

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Sharif Shaalan · Answer

Hi Julie, have you looked at using campaigns to track mailings?   https://help.salesforce.com/HTViewHelpDoc?id=campaigns_manage.htm&language=en_US  ( https://help.salesforce.com/HTViewHelpDoc?id=campaigns_manage.htm&language=en_US )

Any suggestions on the best way to utilise SalesForce to maintain an incoming postal log? Currently attaching scanned copies of all mail to each customer profile but this does not lend itself well to recording mail...

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