Do Advanced Outreaches log emails to SFDC activity history?

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  • Updated 7 months ago
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  • (Edited)
Am I crazy or is there not an option to log emails to SFDC in Advanced Outreaches? We have some security compliance emails that I would like to move from standard to advanced outreaches, but I am REQUIRED to have them logged to the Account in SFDC for auditing purposes. 

I feel like I heard this come up a while back, but cannot find my notes on it....
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Ben, Champion

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Posted 11 months ago

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Abhishek Sivaraman, Senior Product Manager

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Hi Ben,

Yes, you are correct. That is a gap which we are aware of between Advanced Outreaches and Co Pilot outreaches. I will let you know here the details regarding the timeline for the same.

Thanks
Abhishek S
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Ben, Champion

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Thanks Abishek. In the meantime, I'd like to try getting this done manaually. Can you let me know the objects that would hold email data sent from an AO? I (should) then be able to merge that with Contact data in a Bionic rule and log a completed task via a Rule Action.

Thanks!
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Jeff Kirkpatrick, Champion

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This will be a big need for us as well. 
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Abhishek Sivaraman, Senior Product Manager

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This feature will be available in the upcoming winter release.
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Ben, Champion

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Thanks Abhishek! This has been a MAJOR pain point for me. I have some elaborate Bionic rules created to spoof this, but its hacky and not consistent. Looking forward to built-in functionality.

I'll add that the AO Emails table in the MDA has two fields called "Text Body" and "HTML Body". Right now there is a bug where "Text Body" is blank across the board. Fixing that would go a long way as well.
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Ben, Champion

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tzundel@gainsight.com, Official Rep

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And here are two Support ticket numbers on the Text Body issue, Abhishek, so you can see more background and detail: 33637 and 34971
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Ben, Champion

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THANKS THANKS THANKS to the team for adding the log emails to SFDC feature to AO. This is SO HELPFUL to our org and will save me a bunch of time. I also really appreciate that I can check it for ongoing AOs and have it work going forward.