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spencer_engel
spencer_engel
Expert ⭐️
September 9, 2019

Expand logging back email information to more SFDC objects

  • September 9, 2019
  • 4 replies
  • 60 views
Allow admins more options for where they want to log emails back to SFDC. For example, if they want to log a support-related outreach back to the case object, let them do it here instead of creating a rule that merges a bunch of different objects.



      4 replies

      john_apple
      john_apple
      Expert ⭐️
      September 9, 2019
      This would be huge. We currently have a rule to move the email task to an opportunity after the send occurs. Since we already have the Opp ID as part of the query it would be easy to tie to that object if mapping were available

      samantha_braastad
      samantha_braastad
      Contributor ⭐️⭐️⭐️⭐️⭐️
      December 18, 2019

      This seems to be a request that is spread across multiple posts. Something as simple as being able to map an ID in the JO Program to the ‘Related to’ field (which is standard in SF) would be a big win with what one would assume is minimal effort given the amount of mapping that already exists in the program. 

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      February 14, 2020

      @All, redirecting this to the product team.

      @All, Please vote here for more visibility.

      colin
      colin
      Contributor ⭐️⭐️
      February 14, 2020

      We found a solve for this by mapping the target object ID to the SFDC Account ID in the standard field mapping. As shown below this will log the outreach to the project object. There is still a need though to be able to log emails to multiple objects, say the account and project objects. 

       

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