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Workflow wont trigger if email comes from an unresolved email address

回答の候補 Workflow wont trigger if email comes from an unresolved email address

  • Friday, August 17, 2012 10:24 AM
     
     
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    Hi All,

    I am at end of wits with a workflow issue that I am facing.

    A little background - I needed a functionality where if any prospect (lets say prospect@gmail.com) sends an email to a particular email address (lets say sales@abc.com), then that prospect should get a reply from sales@abc.com as an Acknowledgement. For this, I configured a router and a workflow and everything seems to work perfectly. But provided CRM is able to resolve prospect@gmail.com. Which means if there is a record in CRM with email as prospect@gmail.com, then this workflow works with no issues. However, consider email coming from anotherprospect@gmail.com which does not exist in CRM, then workflow would not trigger.

    It gives this error - "Failed. The reference data required to continue with this dialog cannot be found"

    The step in workflow that sends acknowledgement is

                      "Send E-mail"

                       From - sales@abc.com

                       To - {From(E-mail)}

    Above, If I make 'To' as some hardcoded email address which exists as a record in CRM instead of dynamic value, then this workflow triggers. So it is obvious that workflow fails only if email is recieved from an unresolved email address.

    The only workaround for this problem is to enable Lead or Contact creation in CRM whenever email is recieved from an unresolved email address. But this is not something that we want to do.

    Anybody else has faced this problem?

    Regards,

    Yogesh

     

All Replies

  • Friday, August 17, 2012 11:01 AM
     
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    Hi Yogesh,

    By default "Allow messages with unresolved email recipients to be sent" is set to "NO" in CRM.

    Try setting it to "Yes" from Settings->Adminstration->System Settings-> Email Tab->Set email form options -> "Allow messages with unresolved email recipients to be sent" to "YES".

    Cheers, Francis Edwin

    My Blog: http://astutecrm.wordpress.com

    Twitter: https://twitter.com/astutecrm

    • Edited by Edwin2win Friday, August 17, 2012 11:01 AM
    • Proposed As Answer by nrodri Friday, August 17, 2012 11:33 AM
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  • Saturday, August 18, 2012 6:41 PM
     
     
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    Hi Yogesh,

    By default "Allow messages with unresolved email recipients to be sent" is set to "NO" in CRM.

    Try setting it to "Yes" from Settings->Adminstration->System Settings-> Email Tab->Set email form options -> "Allow messages with unresolved email recipients to be sent" to "YES".

    Cheers, Francis Edwin

    My Blog: http://astutecrm.wordpress.com

    Twitter: https://twitter.com/astutecrm

    Hi Francis,

    I forgot to mention this in my post, but the fact is I have already done this setting. But the error persists.

     
  • Tuesday, August 28, 2012 1:12 PM
     
     
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    Because I did not find any solution to the above problem, I had to apply the below setting under Personal Options of a user.

    "Create Lead from the sender or organizer of tracked email messages and meetings"

    Strangely, even this setting doent auto create lead in the system even after the email is recieved.

    Example - I send a mail from an unresolved address (say prospect@gmail.com) to sales@abc.com. With the above setting enabled, automatically a lead should be created in the system for prospect@gmail.com. However, this is not happening, and email recieved in the system shows From address as unresolved address.

    Just what am i missing?

    Regards,

    Yogesh