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ben
ben
Helper ⭐️⭐️⭐️
October 20, 2017
Solved

Do Advanced Outreaches log emails to SFDC activity history?

  • October 20, 2017
  • 8 replies
  • 117 views
Am I crazy or is there not an option to log emails to SFDC in Advanced Outreaches? We have some security compliance emails that I would like to move from standard to advanced outreaches, but I am REQUIRED to have them logged to the Account in SFDC for auditing purposes. 

I feel like I heard this come up a while back, but cannot find my notes on it....
    Best answer by abhishek_sivaraman
    Hi Ben,

    Yes, you are correct. That is a gap which we are aware of between Advanced Outreaches and Co Pilot outreaches. I will let you know here the details regarding the timeline for the same.

    Thanks
    Abhishek S

    8 replies

    abhishek_sivaraman
    abhishek_sivaramanAnswer
    Helper ⭐️⭐️⭐️
    October 21, 2017
    Hi Ben,

    Yes, you are correct. That is a gap which we are aware of between Advanced Outreaches and Co Pilot outreaches. I will let you know here the details regarding the timeline for the same.

    Thanks
    Abhishek S
      ben
      benAuthor
      Helper ⭐️⭐️⭐️
      November 14, 2017
      Thanks Abishek. In the meantime, I'd like to try getting this done manaually. Can you let me know the objects that would hold email data sent from an AO? I (should) then be able to merge that with Contact data in a Bionic rule and log a completed task via a Rule Action.

      Thanks!
      -Ben
        darkknight
        darkknight
        Expert ⭐️
        December 28, 2017
        This will be a big need for us as well. 
        Jeff Kirkpatrick
        abhishek_sivaraman
        abhishek_sivaraman
        Helper ⭐️⭐️⭐️
        December 28, 2017
        This feature will be available in the upcoming winter release.
          ben
          benAuthor
          Helper ⭐️⭐️⭐️
          December 28, 2017
          Thanks Abhishek! This has been a MAJOR pain point for me. I have some elaborate Bionic rules created to spoof this, but its hacky and not consistent. Looking forward to built-in functionality.

          I'll add that the AO Emails table in the MDA has two fields called "Text Body" and "HTML Body". Right now there is a bug where "Text Body" is blank across the board. Fixing that would go a long way as well.
          -Ben
          ben
          benAuthor
          Helper ⭐️⭐️⭐️
          December 28, 2017
          Here is the post that lists that Text Body issue: https://community.gainsight.com/gainsight/topics/populate-text-body-field-on-the-ao-emails-object?rf...
          -Ben
          tzundelgainsightcom
          tzundelgainsightcom
          Helper ⭐️⭐️
          December 29, 2017
          And here are two Support ticket numbers on the Text Body issue, Abhishek, so you can see more background and detail: 33637 and 34971
          ben
          benAuthor
          Helper ⭐️⭐️⭐️
          February 20, 2018
          THANKS THANKS THANKS to the team for adding the log emails to SFDC feature to AO. This is SO HELPFUL to our org and will save me a bunch of time. I also really appreciate that I can check it for ongoing AOs and have it work going forward. 
          -Ben
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