Tell me more ×
Super User is a question and answer site for computer enthusiasts and power users. It's 100% free, no registration required.
up vote 0 down vote favorite

I'd like to have emails coming into an "info@company.com" email address automatically turn into a new Lead with a new Case attached to it, in SalesForce. What's the easiest way to get that done?

I've tried auto forwarding all incoming emails to the "Email-to-Service" email address, but that only creates Leads with the email attached to them as an EmailMessage. I've tried doing the same with "Email-to-Case" but that only creates a new Case with no Lead attached.

Is there any way to enable one of these features to do what I need? Are there alternatives? I'm a software developer so solutions involving coding are welcome too.

share|improve this question
PS - I hope this is on-topic here. And if it is, can someone please tag this with a "salesforce" tag? I don't have enough credit :| – urig Jul 20 '11 at 6:27

1 Answer

up vote 0 down vote

First thing is that you can NOT create a case to a lead - it's not a valid connection according to SF Scheme.

If you insist on this, what I think you should do is write your own mailgrabber, and from that, you can use SF API (Currently 18 I think) and just create any objects you may need.

The right procedure will be: First you will need to create a new custom object: Lead_Case__c

  • Grab email from info@company.com mailbox
  • create a new Lead
  • Create a new Lead_Case__c

You are done.

IMO, I think it's an overkill, there are reasons why a Lead can not have a case attached to i - you can create a task or event to remind you to interact with that lead.

Also, you may look into SF new features released lately - I think you will find that using the Email-integration is better now.

HTH

share|improve this answer

Your Answer

 
discard

By posting your answer, you agree to the privacy policy and terms of service.

Not the answer you're looking for? Browse other questions tagged or ask your own question.