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.

+3


source to share


1 answer


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/

+2


source







All Articles