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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.

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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 1

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

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