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Hello, we currently use a shared mailbox with flags to asign them to people using outlook. However I would like to use sales force to better manage this process using tasks.

 

The emails that come into the system are enquiry email, and my team of 3 manage them, but there is no reporting on this at all due to the fact they are just flaged in outlook. I would rather use the sales force tasks to create as task for each email and have tracking on it.

 

to acheive the following:

  • Review how busy people are in the team
  • Correctly assign the task to the right person
  • Look at team resource and what people are enquiring about.

Tasks, my not be the best way to do it but open to suggestions.

2 answers
  1. Apr 15, 2016, 2:48 PM
    You could use Queues for assigning the emails as they come in. you can have one user per queue. Then use a Visualforce page or process builder to build a flow. Your flow can add the task to your individual users.

     

    Hope this leads you in the right direction:)

     

     
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