Skip to main content
Topics#EmailQuestion de Carlos Siqueira
Carlos Siqueira (BeeKind LLC) a posé une question dans #Email
17 sept. 2018, 16:08

While using Email to Salesforce, how can I use only the subject on the new Task?

Is there a way to use the "Email to Salesforce" in a way that the email content is not included in the SF created Task? Most of the partners would like to use this function, but only the subject line to be populated in SF? Is this is possible? If YES, How? Thx
1 réponse
  1. Wes Cooper
    17 sept. 2018, 16:40
    Carlos, I don't believe there is anyway to control this. You could build a process builder to clear the Comments section of the Email Task. However, I would advise caution. If you cannot specifically isolate email-to-salesforce activity, the process builder flow might do this for ALL incoming email activity. Some orgs have multiple 3rd party apps (gmail, outreach, etc...) sending down email activities, which you may want to retain the email body within the comments section. Be careful if you decide to take this approach. 

     

    Someone else might have a better way to do this, since I don't have too much experience with Email-to-Salesforce.

     

    Hope this helps.

     

    Wes
Rédiger une réponse...
0/9000