I am having a hard time in tracking and reporting on Lead, Contacts and Accounts Email activities to understand if we are or we are not prospecting in Salesforce Sales Cloud.
I have installed the Salesforce Inbox features and it´s working well logging all our emails into the related records, but when I pull Lead, Contacts or Account Reports, the "Last Activity" field in report sometimes is blank for records that have email activity. This is making it confussing to track activity and avoid duplicating efforts on prospecting.
Is there an accurate way to track and report on Email Activitity or this is not availble in Salesforce?
Zack Terry (Fast Slow Motion) Forum Ambassador
Got it - unless you have the paid version of EAC or some other entitlements (listed here) , then standard reporting may not work for emails logged via EAC as these are stored off-platform (AWS). Check out this article from @Tom Bassett on how to unlock reporting with EAC - it contains some useful information on how to effectively report on those activities, as well as highlighting some of the benefits and challenges of the feature.