Skip to main content
Topics#Trailhead ChallengesFrage von Scott Holmes
Scott Holmes fragte in #Trailhead Challenges
Gestern 17:54

Enhanced Email steps - User, send email cannot see full details.

User sent an email to Salesforce using the bcc function and now, cannot see the full message of what was sent. Why? 

 

 

#Trailhead Challenges  #Trailhead  #Salesforce Developer  #Salesforce Admin  #Salesforce  #TrailblazerCommunity  #Sales Cloud

2 Antworten
  1. Scott Holmes
    Gestern 19:23

    This got resolved.  

     

    Happy to walk you through it, Scott. Here's the quick version:

    1. Where the email lands: When someone sends an email to their Email to Salesforce address, it's logged as an Email Message on the Activity Timeline of the related Lead, Contact, Account, or Opportunity. Open the record, go to the Activity tab, find the email, and click it. The full body opens there, and the Details and Related tabs on the Email Message are brief by design.

    2. Page layout: In Setup, search for Object Manager, then Email Message, then Page Layouts. Open the layout her profile uses and make sure fields like Text Body, HTML Body, From, To, CC and BCC are on it. Add any that are missing.

    3. Field access: Still in the Email Message object, click Fields & Relationships. For the body fields, choose Set Field-Level Security and confirm her profile has Visible checked.

    4. Activity Timeline settings: In Setup, search for Activity Settings and make sure Enhanced Email is turned on. Also check that the Email related list and Activity Timeline are on the record page.

    5. Her Email to Salesforce settings: Under her name, go to Settings, then My Email to Salesforce. Check which addresses are accepted and whether the email is saved as an Email Message or a Task. Also check the setting for who the email is visible to.

    6. Quick test: Once you have a record, send a new test email to the Email to Salesforce address and open the result as an admin and as her. If the admin sees more than she does, it's layout or field access. If both see the same thing, it's how the email was saved. 

     

     If Details is completely empty, the email is being saved, but her view of the Email Message record isn't showing the fields. Let's check two things:

    1. Page layout: Go to Setup, then Object Manager, then Email Message, then Page Layouts. Open the layout assigned to her profile and check that fields like Subject, From, To, Text Body and HTML Body are on it. If the layout is nearly empty, add them.

    2. Field-level security: In Object Manager, open Email Message, then Fields & Relationships. For Text Body and HTML Body, choose Set Field-Level Security and make sure her profile has Visible checked.

Antwort schreiben...
0/9000