Setting Up API Logging with Salesforce

Document created by ae62894732ee375e2e65caad6432572f7700caf5 on Jul 26, 2017
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To log your emails in Salesforce via API, head over to the Salesforce configuration page and click Log email activity to Salesforce via API. This functionality requires you to be on the Enterprise edition of Salesforce or the Professional edition if you've purchased the Integration via Web Services API

When using API logging, you'll have to set up your logging preferences:

  • Where to log emails
    • Opportunities (
    • Leads
    • Contacts
  • How to handle duplicate records
    • All records
    • Oldest Record
    • Most Activity
  • How to handle emails where no matching record is found
    • Create an Unassigned Task (tasks will appear in the 'My Tasks' section of your 'Home' page in Salesforce)

Once that's set up, click Save Changes

 

 

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