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Sales Insight Activity - Adding a Topic

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Anonymous
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Sales Insight Activity - Adding a Topic

Within our Salesforce Activity object we have a custom picklist field for topic.

Was curious if there was a way that we could assign a topic to our MSI templates so that when they were sent out by our Sales Team that the topic would be added to the activity.

Ideally this would be something that could be done at the template level and not an individual process that would have to be built out for each of the templates.

Thank you for any ideas.

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Level 10 - Champion Alumni

Re: Sales Insight Activity - Adding a Topic

When an MSI email goes out from SFDC, it is recorded as an Activity.

I suspect you will have to create some SFDC logic to extract possible topics and reassign those.

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Level 10 - Champion Alumni

Re: Sales Insight Activity - Adding a Topic

When an MSI email goes out from SFDC, it is recorded as an Activity.

I suspect you will have to create some SFDC logic to extract possible topics and reassign those.

View solution in original post

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Anonymous
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Re: Sales Insight Activity - Adding a Topic

I figured that would be the case.  Told my SF Admin that a workflow would most likely be required to update any MSI email with a set subject to update the topic.  Thank you for the confirmation but it would be cool to have.