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eric_lachance
Contributor ⭐️
August 19, 2015

JO communcations are not logged in Salesforce

  • August 19, 2015
  • 17 replies
  • 132 views

One major hang up we have is that JO communcations are not logged in Salesforce as an activity. In order for us to use JO, we will need this functionality.

    17 replies

    eric_lachance
    Contributor ⭐️
    November 9, 2015
    Hi Devin,

    So, the CC field will not display to the customer in the email sent through Copilot?

    I am thinking if we could CC the email to Salesforce email address in the CC field, it would log as an activity?
    sundar
    Expert ⭐️
    February 19, 2016
    This enhancement will be part of May release
    kathleen
    Contributor ⭐️
    March 10, 2016
    @Kendra--thanks for the link, however when sending emails from Copilot what is the source object we should be using in order to load these emails as a closed activity in SF?
    kendra_mcclanahan
    Gainsight Employee ⭐️⭐️
    March 10, 2016
    The object in Gainsight that stores sent emails is called 'Email Logs' and it's located in the Matrix Data. You will load it to the Task object in Salesforce as Closed.

    Let me know if you have any other questions!
    sundar
    Expert ⭐️
    March 11, 2016
    Good news - We are releasing this on April 7th. Team worked bit hard to advance this enhancement. Let me know your feedback after release.
    mike_ewing
    Contributor ⭐️⭐️
    March 16, 2016
    Hi Sundar, will this release also work with the new Relationship functionality?  For example, we use a custom object called Customer Subscriptions to store the majority of our customer information.  There are instances where we have a single Account with multiple Customer Subscriptions.  Will logging of tasks be able to distinguish and write to each subscription?
    sundar
    Expert ⭐️
    March 16, 2016
    Mike, This is essentially going to create a completed email task (essentially an activity) under the contact. If you open a contact page, this email would be seen under the Activity section because the link we make there is using Contact ID. Technically we are populating the WhoID field with Contact ID and SFDC allows only Contact ID / Lead ID there.

    So the answer is no, it will not come under Customer Subscriptions Activity. To do that we need to enhance the product to make the link with a related object of your choice (Customer Subscription) and that would go under WhatID field. 
    I can see how this would be useful, will add this to roadmap and wait to see if more customers would want this.