We provide reports to customers and would like to track each email sent out in Salesforce. When sending out an email, can I merge the specific email to the appropriate custom object in SF? That way, when looking back at the custom object (customer report) records, I can quickly and easily see the associated email that was distributed to the customer?
I believe I will need to add in the appropriate custom object to Outlook first. Then secondly, merge the email with the appropriate custom object.
Thanks and looking forward to any feedback.
1 answer
Hello Aaron,
Please feel free to vote up the idea 'Display Custom Objects in Salesforce for Outlook Side Panel' (https://success.salesforce.com/ideaView?id=08730000000ksl1AAA). It seems that you can link email to custom objects in the side panel, but you would need to perform a search for a custom record object.
The article below may also provide more information: https://help.salesforce.com/articleView?id=000187146&type=1&language=en_US
Thank you!
