Trying to save one email for multiple policies, but noticed that this doesn't work perhaps overlooking a step.
Select an email
Select SF app
Save on one policy
Try logging same email on another policy
Notice on the policy this is not saved
Can you please check?
Salesforce email can't be saved multiple times?
9 件の回答
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how will the Trigger know which other policies the message should link to. But it hints to a solution.
Maybe if the conversation is still open with Support, then also ask them if it is possible to control this from the Salesforce Outlook Add-In which you are currently using. Is there a way to specify more policies (or other entities) to upload the email to?
Could you please Guide me on this ?
