We have several contacts who have contact roles that I would like to tract activity history on. I want to be able to tract the automated email activity history from My Email to Salesforce but rather than tract it on the actual contact's account I would like to be able to have it populate on the account which the contact has a Contact Role. Is there a way for my team to be able to designate which account to associate the activity history with?
Hi Nathan, I suggest trying ContactMonkey. It logs outbound and inbound emails into Salesforce and allows to associate emails with any Salesforce field. You may download free trial here: http://www.contactmonkey.com/salesforce-for-outlook