Logging emails to the Activity History within an Implementation Project (Salesforce)
Hello!
I know there is now an added feature to log email outreaches to the contact's activity. However, I am also wondering if it would be possible to log these emails under the 'Activity History' within an Implementation Project in Salesforce. That way the Implementation Analyst can clearly see and track what activity has occurred for their project and have more meaningful conversations.
Thank you!
-Melissa
I know there is now an added feature to log email outreaches to the contact's activity. However, I am also wondering if it would be possible to log these emails under the 'Activity History' within an Implementation Project in Salesforce. That way the Implementation Analyst can clearly see and track what activity has occurred for their project and have more meaningful conversations.
Thank you!
-Melissa
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
We should be able to leverage the Rules Engine to either connect the same activity to your custom object (dual lookups) or create a new one. Not sure though how we would determine that a particular Outreach/activity belongs under a particular Implementation Project.