Email to Timeline uses a different user profile
None
I noticed that when our CSMs log emails to Timeline it creates the activity under a different profile then when they log activity manually or from a CTA. I assume this is because the user they use for manual activities or from CTAs is actually separate from the user coming from their Person record.
It would be nice if they could sync. When I look at Timeline Activity, I can see two different users creating activities that are the same CSM - one the logged in user and one from the Email to Timeline address. I'm not sure if this shows up on reports differently but would be curious to know in case we need to reference CSM activity in the future.
It would be nice if they could sync. When I look at Timeline Activity, I can see two different users creating activities that are the same CSM - one the logged in user and one from the Email to Timeline address. I'm not sure if this shows up on reports differently but would be curious to know in case we need to reference CSM activity in the future.
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The example is we acquired a company with email domain xyz.com but they use the new company email as their primary abc.com (the former email is forwarded to here), so their SFDC profile shows an old email whereas we want it to use the new email so it will get picked up by this feature.