Email to Any Salesforce Object
As with all ‘out of the box’ setups, Salesforce objects are currently lacking the same functionality as Email to Case. Salesforce users therefore have to undergo the timely process of keeping objects regularly up to date, with the latest status information. If new information comes in via email, it can be a while before objects are updated with the latest details and during that time anyone using the information in those objects & records is potentially using outdated information which isn’t relevant anymore.
A lot of Salesforce email integration is lacking, both in terms of the available email vendors & also the new functionality programmes like Email to Case enable. Any Salesforce email automation needs to be robust and work across the many potential email clients organisations may use. Functionality should also look to make life easier for the users of Salesforce, reducing admin where necessary & also enabling users to populate as many fields in Salesforce as possible to create a better overall system for organisations.
‘Case Object Already In Use’ is a common problem when trying to optimise a Salesforce email integration and setup varying levels of email automation. Our solution enables users to update existing Salesforce records from email, either by overwriting elements of the existing record or by simply placing new, timestamped information into the existing record. This stops the errors which organisations may be experiencing when using automation to update pre-populated case objects & helps streamline the overall process.
- Like Email2Case but better
- Create any object from emails
- Update any field from emails
- Point & click configuration
- Add email services to all objects
- Match keywords using REGEX
- Match emails to existing records