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Topics#EmailRawson Gulick's Question
Rawson Gulick (Broadmark Asset Management) asked in #Email
Dec 27, 2013, 7:48 PM

When users send emails from outlook how do I get a custom field in my tasks to update?

I created a custom field in task page layout called "type" and the picklist options are "email and call". Is there a way to get the "email" option to auotmatically populate when an email comes from outlook into salesforce?

 

I want this so I can track all the emails being sent by our reps. 
1 answer
  1. adam marks (Cloud Think Consulting)
    Dec 27, 2013, 8:14 PM
    Any reason why you are not using the standard Type field for Tasks? I don't have a current installation of SFO to confirm right this second but I am pretty sure if you use the standard field, add your value and mark it as the "Send Email Default" then it will be the option used when you sync an e-mail. Worst case you could write a workflow rule that chooses the value when the e-mail record is created.
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