Skip to main content

Why can't BCC to timeline connected to a customer rather than the contact?

  • November 16, 2019
  • 2 replies
  • 36 views

meenal_shukla
Forum|alt.badge.img+5

Question from a customer: Customer contacts change all the time. If we bcc to a contact who does not exist in Salesforce, it gets rejected but why?! You have the information of the customer (easily parseable) from the email id, why not use that?

An argument can be made towards sanity of contacts but there are other avenues to do that. 

An argument can be made towards the customer name and the email id customer name not matching but I think fuzzy logic can be applied there.

What does product think?

2 replies

dan_ahrens
Forum|alt.badge.img+2
  • Expert ⭐️⭐️⭐️
  • November 18, 2019

Many companies have strict governance on who can create new contacts in their CRM. It seems that automatically creating a new contact based on a guess of what company that email should belong to (and guessing on the name of the contact) would be more problematic than the current logic path. 


meenal_shukla
Forum|alt.badge.img+5
  • Author
  • Gainsight Employee ⭐️⭐️
  • November 19, 2019

Okay, so not create contacts then but still have bcc to timeline work on fuzzy logic?