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AASF Director

Workflow email alerts to contacts should be recordable as activity history

Process Automation

The new ability to send email templates to contacts triggered by time-based workflow is a great process automation capability, but we need to see the history of those emails against the contact. There should be a check box when you create an alert that is, "Track history" so that when a contact calls in to discuss the contact of the email we have a record of what was sent.

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Latest Comment from Salesforce

Jason Teller - 1 year ago

Quick update: thanks again for the feedback as well as the community solutions mentioned to help with updating activity history. While it is still on our radar and we've had some internal discussions on prioritizing this feature, we are continuing to focus on Lightning Flow specific investments in the near term.

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Comments ( 802 )

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Julian Torga - 2 days ago

Upvoting this again, cant believe there has not been even ONE comment/Update for an year, given the amount of points here. Please consider this fix. Even if Workflow is not considered as Lightning Flow specificly, Email Alerts that are sent automatically from PBs aro also not recorded as Activities in Cases, or as Email Messages records neither. Cant track automated Case Closing emails, for example.

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Mary Ferguson - 2 days ago

I am upvoting this because it is so long overdue. @Jason Teller Your response is interesting. This issue of Email Alerts is interesting as they can be called workflow, process builder and flow. For the love of Pete just fix this and don't blame the issue on workflow not being supported.

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Daryl Moon - 13 days ago

@Jason Teller can you move this request to flow? There are a lot of points here, this should be prioritised highly on the flow roadmap.
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Daryl Moon - 13 days ago

Workflows are dead. No more maintenance is being performed on them. All the efforts are being put into flow so don't expect anything requested here for workflows to ever be delivered in workflows. The best you can hope for is that flow will be updated to add this feature - just like the 3rd party action "Send better email" from UnofficialSF.com. This action can add the email sent to the activity timeline.

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Emin Pamucak - 13 days ago

We have definete needs for other team members to see the acknowledgement letter itself, after it has been sent, when they querry the donor record sometime in the future... This should be visible either in the Contact or the Account record activity field, and it should provide the full letter text details by date, not just a check box that it was sent.

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Raoul Lake - 29 days ago

Strange. Expected capability so can see all communications with a contact sent from Salesforce (crm basics). Not keen on installing an App for something that should be there, and presumably will be at some stage. Hopefully will come out of backlog soon.

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Clare Healy - 1 month ago

Seems weird that an external app would be needed to track email exchanges (even automated ones) in a CRM... This is a needed function and so silly it's not standard. PLEASE give us this feature.
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AIQUEOUS Support - 1 month ago

If you're not already familiar, GravityLab provides a wonderful (and free) solution for this via the App Exchange: https://gravitylab.nz/send-email-alerts-and-log-the-email/
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Jesus Ortega - 1 month ago

This is needed because if a contact denies receiving an email, you can follow up with when you sent it.
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Chris Goforth - 1 month ago

Yes! Please make this happen!!
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Jennifer Raymond - 1 month ago

Please please please make this happen soon!
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Leo Balitskiy - 2 months ago

Yes. Very much needed. We have many legacy processes that were built in Process Builder and we need association of the triggered Email Alerts to certain objects. Thanks.
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Kristin Bogart - 2 months ago

Please consider adding this feature - we need to be able to track on and have a history of acknowledgements sent by email.
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AMIT KUMAR - 2 months ago

A must have standard functionality
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Tanjid Mowla - 2 months ago

This really needs to be a standard functionality!
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