Requirements elicitation
This page contains the results of the requirements elicitation process.
Features
Below are the features gathered from IdeaForce. These will be refined and consolidated soon..
- Allow users to communicate via the familiar Outlook interface
- Embed Salesforce right into Outlook
- Capture critical customer email in Salesforce with a single click in Outlook
- Ensure no customer service issue falls through the cracks
- Reduce email clutter by allowing users to log only necessary emails\
- Syncing of email in T-bird's Sent folder, but only if recipient's email address is in Salesforce's contact database.
- Synchronization of all Sent email in Salesforce to T-bird's Sent folder (no more bcc:)
- Must work with POP and IMAP servers
- Syncing a subset of T-bird's address book with Salesforce (don't want all of T-bird's address book in Salesforce)
- Upload sent / received / outgoing emails to salesforce
- Create cases directly from TB
- Address book syncing a bonus
- Add emails to SFC directly from the mail app
- Calendar sync
IdeaExchange
The original discussion exists on IdeaExchange.