Adding email or attachment to multiple accounts/contacts

Question

I have challenge. When a salesperson visits a customer (s) they send out a summary report to an email distribution list. They want to somehow have that added to SFDC ideally at the account level so all the meeting details are there. There are no customer email addresses on the To:, Cc: or Bcc: fields.

And to add another level of complexity some of the reports, if not most, cover multiple account visits.

Does any have any idea(s) how this could be done programmatically.

Thank you in advance.

Shari

Karthik Dupakuntla · Answer

Hi Shari - out of the box there is no feature available for you to configure to receive emails in Account/Contacts.  SFDC has introduced 'Email Services' recently, you should consider creating a custom solution to look for incoming emails and attach them to the Account/Contact.  This would involve development.  Your second challenge is how to associate the email to correct account/contact when the email is sent to distribution list, I think you would have to at least have the details customer's email address CCed/BCCed, this information could be read programatically and it can be associated to the contact via the custom solution.   However let us wait for others to comment, there may be a better solution..

Adding email or attachment to multiple accounts/contacts

Sales And Marketing

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