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
Logging emails to the Activity History within an Implementation Project (Salesforce)
None
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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.