Use Case : Customer needs to import all emails along with attachment from their Gmail account into their Salesforce org. Problem: Currently, there is no way to mass-import emails within the Salesforce User Interface Resolution: We are going to export email into MBOX format.Then using python script we will generate CSV and using data loader… Continue reading Bulk Import Email from Gmail to Salesforce
We all know how to create reports and dashboards, but the challenge arises when we need to send reports to email as an excel attachment. Salesforce doesn’t provide us with standard inbuilt functionality to do so. I too faced the same challenge and built a solution for this. We have to follow certain steps to… Continue reading SENDING REPORTS TO EMAIL AS AN ATTACHMENT
Effective Time Management is important to achieve success during the Sales process. But there seems to be the problem faced by Sales rep daily while sending and replying Email. Customer Relationship Management (CRM) and email application, meantime as they are separate, sales rep have needed to move between them. This blog will help you to… Continue reading Integrating Salesforce and Microsoft Outlook by using Lightning for Outlook
Enhanced Email was released in Summer ’16 to open up email features that were previously only available in Email-to-Case (E2C). Release Note Enhanced Email is automatically enabled for most organizations except those that use Email-to-Case. You can check this at Setup-> Enhanced Email Let’s understand basic email-task first. In Salesforce, if you do not have E2C and… Continue reading What is Enhanced Email ?
Hi All, This blog helps you to create Google calendar events from Salesforce without any integration. Why to create Google Calendar events? For Example: In your organization HR is sending emails to the interviewers to take interviews. The interviewers may forget on the interview day for taking the interview on time. So to overcome these… Continue reading Creating Google Calendar Events from Salesforce Without Integration
Email Services is a feature of salesforce.com where, the user can assign an Apex Class that implements the Messaging.InboundEmailHandler interface to a configuration which allows you to process the email contents, headers and attachments. Using this Information, you can cater a variety of requirements . Listing few, create a new contact if one does not exists with… Continue reading Email Services in Salesforce with a simple example