How to create a custom button on Case to send an email from Outlook

Question

I want our end uses to be able to send emails via outlook from salesforce by using a custom button. I'm sure it will need to be javascript or something of the sort, but I am not a developer. Does anyone have sample code to be able to do this so that I can have some basic info populate like case subject, the case contact auto populate, ref ID, etc? I want outlook to open when they click the case, and I want the cases to tie back to Salesforce when it's sent, and the email replies also come back to outlook (as well as salesforce).

Gobinath A · Answer

Hi Katie,

Setup the email to case and you will get the unique emial for creating the case. After that, you have to do the below setup and udpate that unique emial id in the below code snippet.

Here’s how I did it. It’s pretty straight-forward, but took me longer than it should of. Hope this helps you out.

Enable Developer Tab

1. Open Outlook -> File -> Options -> Customize Ribbon -> Check the Developer Tab

Hi Katie,Setup the email to case and you will get the unique emial for creating the case. After that, you have to do the below setup and udpate that unique emial id in the below code snippet.

Create Macro

1. Click on Developer Tab -> Click on Visual Basic Button

2. Double Click “Project1->Microsoft Outlook Objects->ThisOutlookSession”. Copy and Paste the following code into the code window.

Public Sub CcAndSend()
Dim mail As Outlook.MailItem
Set mail = Application.ActiveInspector.CurrentItem
mail.cc = mail.cc & ";<enter your email here>"
mail.Send
End Sub

Replace with the email that you want to Cc.