My issue is if they want to add an email that didn't originate in salesforce, so it doesn't have the ref number in the body. I don't want salesforce trying to associate automatically, just put them in unresolved. Instead the emails are just lost forever. My settings are below.
답변 3개
The best solution I have to date is to keep my settings and have the user ensure the (ref: xxxxx) is in the email. I created a formula field so they can copy/paste.
