Requirements elicitation

This page contains the results of the requirements elicitation process.

Features

Present features:

1. Capturing incoming email from contacts and leads into Salesforce
2. Saving outgoing email to contacts and leads into Salesforce
3. Saving already-sent email into Salesforce if not already there, such as from Sent Items
4. View and edit Salesforce.com contacts and leads in the address book
5. Using email templates from Salesforce.com in new messages
6. Creating a new case from an incoming message
7. Incoming mail rules that route mail to Salesforce (needs more elaboration)
8. Ability to see email folders in Salesforce.com under a Thunderbird account (needs more elaboration)
9. Ability to send email to contact groups and dynamic queries that return contacts/leads (needs more elaboration)
10. More brainstorming needed...

Below are the features gathered from IdeaForce. These will be refined and consolidated soon..

1. Allow users to communicate via the familiar Thunderbird interface
2. Embed Salesforce right into Thunderbird (?)
3. Capture critical customer email in Salesforce with a single click in Thunderbird
4. Ensure no customer service issue falls through the cracks
5. Reduce email clutter by allowing users to log only necessary emails
6. Syncing of email in T-bird's Sent folder, but only if recipient's email address is in Salesforce's contact database.
7. Synchronization of all Sent email in Salesforce to T-bird's Sent folder (no more bcc:)
8. Must work with POP and IMAP servers
9. Syncing a subset of T-bird's address book with Salesforce (don't want all of T-bird's address book in Salesforce)
10. Upload sent / received / outgoing emails to salesforce
11. Create cases directly from TB
12. Address book syncing a bonus
13. Add emails to SFC directly from the mail app
14. Calendar sync

IdeaExchange

The original discussion exists on IdeaExchange.