Skip to main content

I am gathering that we are in a minority here. We are in the process of setting up a Service Cloud implementation which is synced with our Syteline ERP. Dealers and customers come in as Accounts instead of Contacts, so I am not seeing a way to have Syteline automatically link emails to them. I was able to access Unresolved (Classic interface only) and manually associate the email with an account, but that seems to be an unnecessary extra step.

We are not licensed for Einstein Activity Capture, would that allow automatic association with Accounts? Will Winter 22 provide the desired functionality?

 

#Email To Salesforce  #Service Cloud  #Integration

3 件の回答
  1. 2021年9月24日 14:36

    Salesforce has "Person Account" option, if you are using that as your Account, Case will get associated otherwise you will have to create a unique Contact related to your Account and associate cases with it.

0/9000