Logging MSI Emails in Activity History in SF | Community
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A
Anonymous
February 24, 2018
Question

Logging MSI Emails in Activity History in SF

  • February 24, 2018
  • 1 reply
  • 2955 views

We implemented MSI recently. Prior to this the sales team was emailing their leads from Salesforce and all the emails  were logged in the Activity History for commision tracking purpose.

Now I am asking them to send emails using MSI Email in SF but I can't figure out an easy way to log those emails in the Activity History. The current reports used for commissions is using the Activity History so its important for the sales team to log the Sales email sent via Marketo in the Activity History in Salesforce.

Any ideas on how I can accomplish this?

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1 reply

Darrell_Alfons2
Darrell_Alfons2
Level 10
February 24, 2018

Hey Devaraj,

Have you seen this thread:  

Josh_Hill13
Josh_Hill13
Level 10
February 25, 2018

Admin > SFDC > Activity Logging > Sales Emails

while this won't leverage an Activity Type, it will log the task properly, once per day.


You could also run a Batch Process or Trigger

Was Sent Sales Email In Past 1 day

Set Task: {{trigger.Trigger Name}} (check the docs for the right token).

A
Anonymous
February 25, 2018

Thanks Josh,

This is very helpful. In this case the sales team wants EVERY email to be logged in activities not just one per user because their commision is tied to it. So I might have to run a batch process like you suggested to set a task.

Devaraj

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