Logging MSI Emails in Activity History in SF

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Anonymous
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Logging MSI Emails in Activity History in SF

We implemented MSI recently. Prior to this the sales team was emailing their leads from Salesforce and all the emails  were logged in the Activity History for commision tracking purpose.

Now I am asking them to send emails using MSI Email in SF but I can't figure out an easy way to log those emails in the Activity History. The current reports used for commissions is using the Activity History so its important for the sales team to log the Sales email sent via Marketo in the Activity History in Salesforce.

Any ideas on how I can accomplish this?

4 REPLIES 4
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Level 7 - Champion Alumni

Re: Logging MSI Emails in Activity History in SF

Hey Devaraj,

Have you seen this thread:  

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Level 10 - Champion Alumni

Re: Logging MSI Emails in Activity History in SF

Admin > SFDC > Activity Logging > Sales Emails

while this won't leverage an Activity Type, it will log the task properly, once per day.


You could also run a Batch Process or Trigger

Was Sent Sales Email In Past 1 day

Set Task: {{trigger.Trigger Name}} (check the docs for the right token).

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Anonymous
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Re: Logging MSI Emails in Activity History in SF

Thanks Josh,

This is very helpful. In this case the sales team wants EVERY email to be logged in activities not just one per user because their commision is tied to it. So I might have to run a batch process like you suggested to set a task.

Devaraj

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Re: Logging MSI Emails in Activity History in SF

HI Devaraj,

If you want every email to be logged, use a trigger, not a batch.

-Greg