Logging lead owner email as activity in SFDC (not Sales Insight) | Community
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Anonymous
August 6, 2015
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Logging lead owner email as activity in SFDC (not Sales Insight)

  • August 6, 2015
  • 1 reply
  • 1307 views

Hello,

I'm setting up a nurture flow with a mix of emails from marketing and emails from sales reps using tokens.  I'm wondering if there's a way to log the emails sent from the lead owners as an activity in Salesforce?

Thanks,

Mike

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Best answer by alex.stanton

Hi Michael,

It takes a bit of legwork, but this is how I would set it up:

Set up a program within the Nurture. Use a default program and not an email program. Add the email as an asset to that program. Add a smart campaign to send the email. In the same smart campaign, add a flow action to log a task and mark it as closed.

1 reply

A
alex.stantonAccepted solution
Level 7
August 7, 2015

Hi Michael,

It takes a bit of legwork, but this is how I would set it up:

Set up a program within the Nurture. Use a default program and not an email program. Add the email as an asset to that program. Add a smart campaign to send the email. In the same smart campaign, add a flow action to log a task and mark it as closed.

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