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We are looking at implementing default email to case. There does not seem to be a way to map the content in the incmoing email to the case. When the email comes in and created the case, the field web email populates but the fields web contact, web company web phone do not.

 

I can not locate amechanism and I can't write  a workflow rule because hese field are not available for update.

 

What I would like to do is update the contact and account name using the email address to find the contact in Salesforce and then the subsequently linked account.

 

Any suggestions?
2 个回答
  1. 2014年3月13日 23:05
    As May said, sender email need to be as Contact.

     

    You can create workflow with field update action to update custom web contact, web company, web phone based on contact information.                  
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