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Create a Report that pulls in emails sent from Programs with the Account Managers

  • 5 February 2019
  • 3 replies
  • 57 views
justin_bills
Rank
Hi there-



I'm trying to figure out the best way to build a report. The report would be emails sent from a variety of programs we've built. The report would show the details of the email (account name, contact name, sent time) with some ownership fields from Salesforce.



Email logs doesn't have the SF data avaliable. Is there an easy way to do this?


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Best answer by alex_legay 5 February 2019, 19:26

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3 replies

tim_schukar
Rank
Hey Justin -



The Email Logs object allows for Scheme edits. I recommend you edit the Account Id field and do a lookup to the Gainsight Company Object. Try that and let me know if you have any questions? Thanks.



Tim


alex_legay
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Userlevel 5
Badge +5
Hey Justin,



I'd recommend checking out the "AO Emails" object. It contains more detailed email information specific to programs that also looks up to the object containing program information(AO Advanced Outreach).



It also has a lookup to AO Participant object from which you can pull the sender address as well as a lookup to Company where you can populate SF data through Gainsight Connect.


mikebambooligan
Thanks for that answer Alex. It worked for me.


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