I already posted about Winter ’09 based on the early preview notes. Now that the release is live, there’s one little tidbit buried in the release notes that’s worth pointing out.
Email to Salesforce using a custom email address (send or bcc to the address) is relatively new, and until now it was a bit crippled.
If the email address of the person whose record you wanted to attach the email matched, everything was hunky dorrie. But what happens if the person’s record had a different email address, or no email address recorded at all? Or, if you wanted to attach the email to a case or closed opportunity as well as the contact record? You had to do it manually after the activity record was already in Salesforce, usually by resolving an “unresolved” task and relating the record within the task.
Now in Winter ’09, you can simply send your email as usual, then go back to the message, forward it to the Salesforce email address and add
(ref: recordID1, recordID2, etc.) to the top of the body of the email. The release notes don’t specify a limit of how many records a single email can be attached to.
And you can set it so you get an email confirmation that the email was attached to the record, rather than having to go to the record directly to confirm.