How do I attach an email

First instal the Salesforce Plugin provided by IT UK

  1. Highlight the email you want to archive
  2. Click on the Salesforce Cloud to open the plug in
  3. type in the RMA/Case number (you can use the sugar RMA# or the Salseforce Case#) and hit Enter

 

 

Scroll down the listing until you get to "Cases"

Click on the case to open it. You will see all the details about the case

Click on "Log"

Click on Save

Check your email is saved in Salesforce

Open the email in Salesforce