WeDid: Salesforce Auto Attach Email to Custom Object

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Challenges

When a Sales rep sends an email from Salesforce to their customer, it will be tracked in the Activity History. However, when the customer responds back to the email. It won’t automatically saved in Salesforce. Even if Salesforce for Outlook is configured, the email will only be linked to a Contact/Lead (WhoId) but not able to link to a Custom Object.

 

Solutions:

  1. Implement Salesforce for Outlook plugin
  2. Create additional email handler to read custom object reference code in the email content and attach it to the custom object

 

Related Objects Opportunity, Account, Contact, Job (Custom Object)
Components Custom email template
Apex trigger
Salesforce for Outlook
Complexity High

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