Skip to main content
Anonymous
October 9, 2015
Beantwortet

Sales Insight Activity - Adding a Topic

  • October 9, 2015
  • 2 Antworten
  • 2121 Ansichten

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.

Dieses Thema wurde für Antworten geschlossen.
Beste Antwort von 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.

2 Antworten

Josh_Hill13
Josh_Hill13Antwort
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.

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.

Allgemeine NutzungsbedingungenAccessibility statement

Loading footer...