Sales Insight Activity - Adding a Topic | Community
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A
Anonymous
October 9, 2015
Solved

Sales Insight Activity - Adding a Topic

  • October 9, 2015
  • 1 reply
  • 2112 views

Within our Salesforce Activity object we have a custom picklist field for topic.

Was curious if there was a way that we could assign a topic to our MSI templates so that when they were sent out by our Sales Team that the topic would be added to the activity.

Ideally this would be something that could be done at the template level and not an individual process that would have to be built out for each of the templates.

Thank you for any ideas.

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Best answer by Josh_Hill13

When an MSI email goes out from SFDC, it is recorded as an Activity.

I suspect you will have to create some SFDC logic to extract possible topics and reassign those.

1 reply

Josh_Hill13
Josh_Hill13Accepted solution
Level 10
October 9, 2015

When an MSI email goes out from SFDC, it is recorded as an Activity.

I suspect you will have to create some SFDC logic to extract possible topics and reassign those.

A
Anonymous
October 9, 2015

I figured that would be the case.  Told my SF Admin that a workflow would most likely be required to update any MSI email with a set subject to update the topic.  Thank you for the confirmation but it would be cool to have.

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