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Timeline Reporting: To BCC or Not to BCC, that is the question

  • September 29, 2020
  • 3 replies
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shane_mccoy
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I’m looking to create some new reports surrounding Timeline entries but I want to differentiate between the timeline entries that were created via the BCC to Timeline tool and the entries that were manually entered. Is this possible?

Best answer by katie_b

@jean.nairon is correct. There is a field called Source on the Activity Timeline object. Depending on whether you’re BCC’ing with the email address, or via the Chrome Plugin you’ll look for sources of INBOUND_EMAIL or CHROME_PLUGIN in the source field.

3 replies

jean.nairon
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  • jean.nairon
  • Expert ⭐️
  • September 30, 2020

Hi @shane_mccoy - I haven’t created a report like this for a while but I believe there is a column called Source in the Timeline Activity object that tracks where the activity came from. 

Jean
shane_mccoy
dan_ahrens
katie_b
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  • katie_b
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  • Answer
  • October 8, 2020

@jean.nairon is correct. There is a field called Source on the Activity Timeline object. Depending on whether you’re BCC’ing with the email address, or via the Chrome Plugin you’ll look for sources of INBOUND_EMAIL or CHROME_PLUGIN in the source field.

Katie Baker
phani_kumar
shane_mccoy
dan_ahrens
shane_mccoy
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  • shane_mccoy
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  • Contributor ⭐️⭐️⭐️⭐️
  • October 19, 2020

@jean.nairon is correct. There is a field called Source on the Activity Timeline object. Depending on whether you’re BCC’ing with the email address, or via the Chrome Plugin you’ll look for sources of INBOUND_EMAIL or CHROME_PLUGIN in the source field.

Thanks Katie!

sai_ram
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