Recommended Solution for Recording Email Communication on the Go

C

The recommended solution for Northern Trail Outfitters to ensure that their sales representatives can record important email communication with customers while they are away from their offices is option C: Forward emails using their Email-to-Salesforce email address from their smartphones and computers.

Here's a detailed explanation of why this option is the best choice:

1. Option A: Download and install a Salesforce universal connector for their smartphones and computers. This option suggests using a Salesforce universal connector, which typically allows for integrating Salesforce with various applications and systems. While this may offer some benefits in terms of data synchronization and automation, it doesn't specifically address the need to record email communication. It's unclear whether this connector supports capturing email correspondence from various email applications. Therefore, it might not be the most suitable solution for Northern Trail Outfitters' specific requirement.

2. Option B: Copy and paste emails manually to the customer record in Salesforce from their smartphones and computers. This option suggests manually copying and pasting emails into Salesforce from smartphones and computers. While it is technically possible to perform this task, it is highly inefficient and time-consuming. Sales representatives would need to manually review their emails, select the relevant content, and paste it into Salesforce. This approach is prone to errors, and it doesn't provide an automated way of capturing and organizing email communication.

3. Option C: Forward emails using their Email-to-Salesforce email address from their smartphones and computers. This option recommends using Email-to-Salesforce functionality, which is a feature provided by Salesforce. Each Salesforce user is assigned a unique Email-to-Salesforce email address, which they can forward emails to from any email application or device. Salesforce then captures these forwarded emails and associates them with the appropriate customer records. This approach allows sales representatives to easily record important email communication while using their preferred email applications on smartphones and computers. It provides a seamless way to integrate email communication into Salesforce without requiring manual copying and pasting.

4. Option D: Download and install the Salesforce for Outlook connector on their smartphones and computers. This option suggests using the Salesforce for Outlook connector, which is a plugin that integrates Salesforce with Microsoft Outlook. While this solution may work for sales representatives using Microsoft Outlook as their primary email application, it may not be suitable for those using other email applications. Additionally, this option assumes that all sales representatives are using smartphones and computers with Outlook installed. If some representatives are using different email applications or mobile devices, this solution would not cover their needs effectively.

In summary, option C (Forward emails using their Email-to-Salesforce email address from their smartphones and computers) is the most recommended solution as it offers a convenient and flexible way for sales representatives to record important email communication with customers, regardless of the email applications they use or the devices they have access to.