When you add an attachment, can you attach files you already have in Salesforce? We're actually using the Outlook plugin for this but want to add attachments from Salesforce.
Hello, I see that when you create a Case, you need to manually add the Contact name, is there a way for it to be automatically populated by the related account?
Well, if you use email-to-case or web-to-case to automatically create Cases, the system can use the email address from the email/web form to lookup the Contact automatically and associate it with the Case. And during this process, it will also set the Account Name to the Contact.AccountName. So I think the answer is yes :)
When creating a case from my Gmail account, I have an attachment to the email i am logging in as a case. How do I get the attachment to save on the case?
In that situation, rather than using the Gmail plugg-in. It might be easier to simply forward the email to the Email-To-Case address, which will auto-create a Case and add any attachments as files to the Case. Less clicks ;)
@@laurencetaylor2844 Will it pick up any data from the email to help auto-populate fields in the case? Our sales reps receive requests from the customer and we want the rep to create a case from the request. Of course the request comes in via their email with attachments
@@MoniqueSirgo If the sales rep forwards it on to the email-to-case, then no it won't associate with the original sender. It'll likely need the associated contact/account manually populated on the Case by your team. But the Case description will have the email + the attachment will be attached. Most efficient to have your customers email the Email-To-Case email address directly :)
Great demo!
Thank you appreciate it! :)
When you add an attachment, can you attach files you already have in Salesforce? We're actually using the Outlook plugin for this but want to add attachments from Salesforce.
Hello, I see that when you create a Case, you need to manually add the Contact name, is there a way for it to be automatically populated by the related account?
Well, if you use email-to-case or web-to-case to automatically create Cases, the system can use the email address from the email/web form to lookup the Contact automatically and associate it with the Case. And during this process, it will also set the Account Name to the Contact.AccountName. So I think the answer is yes :)
can we create a task in salesforce through gmail?
Yes absolutely! Just make sure the buttons are added to your Gmail plugin for "New Task"
When creating a case from my Gmail account, I have an attachment to the email i am logging in as a case. How do I get the attachment to save on the case?
In that situation, rather than using the Gmail plugg-in. It might be easier to simply forward the email to the Email-To-Case address, which will auto-create a Case and add any attachments as files to the Case. Less clicks ;)
@@laurencetaylor2844 Will it pick up any data from the email to help auto-populate fields in the case? Our sales reps receive requests from the customer and we want the rep to create a case from the request. Of course the request comes in via their email with attachments
@@MoniqueSirgo If the sales rep forwards it on to the email-to-case, then no it won't associate with the original sender.
It'll likely need the associated contact/account manually populated on the Case by your team. But the Case description will have the email + the attachment will be attached.
Most efficient to have your customers email the Email-To-Case email address directly :)