I have created this notification when the activity is a Task record. We user Lightning for Outlook and are considering using the Enhanced Email with LFO setting because the messages look much better in the activity timeline.
The issue is that with Enhanced Email with LFO turned on, logged Emails are saved as Email Message records and not Task records. Unless an Email Message is related to a Case, there is no way to make a field reference path from the Email Message record to the Account owner ID.
Is there a way to notify an Account owner of a new Email Message activity record on their account - either via Chatter Post or Email Alert? Or perhaps a way to automate populating the Related to ID (Account) field on the Email Message record when an email is logged with LFO and the Enhanced Email with LFO setting turned on?
1 answer
Hi Jeff,
In order to do this, you may need to use a combination of Process Builder and Flow. You can use flow to check the recipient's email address and locate which record it is associated to, then use it to find the Account where the chatter post should be executed.
Hope this helps!
