Please tell me the detailed steps for this workflow.
9 answers
Hi Piyush,
I apologize if I have not explained in the way you wanted. But I do guarantee that the steps that myself and Johan have explained does work. We always ensure that we try the solution in our salesforce org before posting it out to the customers.
Scenario to tackle : The contact wants to send email to company E2S email and thus an activity should be logged in for the contact, then the steps mentioned in my previous reply will work. I have summarized the steps below in simple words.
Firstly, if the user wants to put TO: as email to salesforce email address and without any BCC, it will never work.
The user can compose a mail, address the mail TO: company email, mention BCC: email to salesforce email address and send the email. If user gets an undelivered email back, add the user email to "My Acceptable Email Addresses" at Setup --> Personal Setup --> Email --> My Email to Salesforce. This will ensure that the email never bounces back to the user and will be logged as activity on the contact record.
As Johan mentioned, please remember that the email address from which user sends the email should be the same email address as in contact record.
Let us know if you hit any roadblocks with errors.
