Is there a way to relate a reply email to a Salesforce record using Lightning for Outlook? Ideally if the first email in a thread was related to a record, subsequent replies would be automatically related to as new activities. Any ideas?
2 respostas
Einstein Activity Capture is included in Sales Cloud Einstein and Salesforce Inbox, and it's the best in class for this problem! https://help.salesforce.com/articleView?id=einstein_sales_aac.htm&type=0