My team uses a Custom Object to track different projects under an account. While the Activity allows us to log calls, tasks, events and emails, it does not pull over any of the Inbox emails, calls, tasks or notes that we see on the Account page. Our customers are small and We are constantly having to bounce between the account and project to see the history. Is there a way to change the relationship between the Project (custom object) and the Account so that we see all activity (+ SF Inbox) for the account on the Project activity listing?
14 réponses
Hello,
I suspect the doc here is making the distinguishment between business accounts and person accounts.
If you are just using accounts then yes this should be supported.
