Salesforce API: Save Email
I am completely new to the Salesforce REST API and am looking for the best way to save email with a client. I am accessing a mailbox programmatically and cannot forward an email to an email address. So I somehow have to replicate this process through the API. Any ideas on where to start would be greatly appreciated. I am using Python as my language.
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Most likely, the customer you are chatting with will be reported as Lead or Contact in Salesforce. If so, then you probably want to keep the emails in the event history. This happens if you send an email through the user interface.
It actually stores a Task record with:
- field is
WhoId
set to contact id -
Subject
in Email: followed by the subject line Email Messages. -
ActivityDate
the current date. -
Status
Completed. -
Description
with other email details such as any CC or BCC values.
With REST API, you will need /services/data/v34.0/sobjects/task/
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