Multiple Contacts for a Task

posted Apr 27, 2011, 7:55 AM by Ezra Kenigsberg   [ updated May 8, 2011, 12:16 AM ]

#DataTipOfTheDay 2011-04-27

Q: How can I import emails into Salesforce when they have multiple recipients?"

A: I don't have a perfect answer here. Supporting multiple Contacts for a Task is THE most-frequently-requested feature in Salesforce (vote and add your voice: http://tinyurl.com/MultipleContactsPerTask). The workarounds that occur to me:
  • determine who the primary recipient is for each email, and associate the Task record to that individual. Store the remaining email addys in the Task's Comments field. (This is Salesforce's own solution; try sending an email from within Salesforce with multiple recipients, then look at the record in the Activity History related list.)
  • import the email as a zero-minute-duration EVENT instead of a Task, and import the other recipients as Event Attendees.
  • for each recipient, create a copy of the email to be associated with that recipient (thanks to Sean Middleton for the idea!)
  • create a custom "Legacy Email" object, and create a junction object (http://tinyurl.com/JunctionObject) to support the many-to-many relationship between Legacy Emails and Contacts.
Let me know if you know of a superior solution or app.
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