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We have recently setup Einstein Activity Capture and Salesforce Inbox. We also have Outlook Integration & Lightning Sync setup for users to use outlook connector as a Add-In apps in Outlook Mail Box to attach email to records manually.

 

It is working fine if user manually attach an email to any Account record but whenever user is trying to attach an email to Case record at that time facing error - "We can't log an email to this record type."

Error message - We can't log an email to this record type.

Any help is appreciated!

 

#Integration

6 件の回答
  1. 2025年5月6日 16:22

    @Kevin Alkire

    wouldn't that solution disable all email tracking using EAC?  We have the same issue - we want it to automatically attach emails to client files, but we also want the ability to (manually) connect an email to a Case.  

    We're not confident that if everything is manual things will actually be consistently attached to clients. 

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