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Hello lovely community!

 

I have a user who is sending email correspondence from Order records to customers via the activity tab in the record.  Replies to mails sent in this manner are received in the inbox but do not append to the record, although they can be linked manually.

 

Is there a way to have replies auto-append to the Order?

3 réponses
  1. 2 oct. 2024, 05:54

    So with Einstein Activity Capture the emails are not stored in Salesforce as records and perhaps that's what is happening here.

    You can enable the Quote and Contract Objects for automated email capture but the Order Object is not on the list unfortunately.

    I suspect this is a limitation although it may not be documented as such.

    The Email may appear against the Contact/Account/Opportunity instead. If that's the case you *may* be able to associate it with the order manually.

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