All Ideas

Idea Details

Upvote Downvote

Post an Idea

61,690 Points

Open

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.

Merge Idea · Flag

Latest Comment from Salesforce

Jason Teller - 6 months 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.

Flag

Comments ( 723 )

Sort By

Winston A - 5 hours ago

I'm in the process of migrating my org from Zoho CRM to Salesforce. I'm flabberghasted that I ended up in this thread. Our client sales and support teams heavily reference client email history. Salesforce, please add this feature.

Flag

Taylor Hatchell - 10 days ago

We spend hours trying to get this to work as a workaround. It is a real pain and I don't understand how something can have to many points and so many comments and still not be a priority.
- Flag
Krishna Dadi - 18 days ago

@Jason Teller It would be more helpful, if you could give the reason why salesforce has not supported this feature , is there any specific technical challenges to address this ?
- Flag
Tang Yiyi - 23 days ago

This issue indeed affects our operations and it is really important to have all the communications inside the activity history.
- Flag
Véronique Ségoin - 23 days ago

We need this feature for the 360° view of customer communication -> all emails must be displayed in the activity history.
- Flag
Brian Wilson - 1 month ago

This seems like basic functionality that should of been included years ago.
- Flag
Ed Whitte - 1 month ago

This is so needed. I understand that SF is investing lots of energy int Flow, but what are supposed to do in the meantime??
- Flag
Sebastien RAYNAL - 1 month ago

Please make the GravityLab solution (or equivalent) a standard functionnality quickly, it is very much needed.
- Flag
Anupam Tripathi - 1 month ago

This is a must
- Flag
Lokendra Sharma - 1 month ago

I can't believe this idea queued up from last 12 years! This is very much needed.
- Flag

Diego Muriel - 1 month ago

This is a great solution! Tks Gary Shar!

Re post:

Hi Jackie and Everyone Else,

FYI, I posted a solution to this problem way back.

You can go to App Exchange and download this program for free.

https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMWT8UAP

It will help you log the Email activity. It uses Apex and does not require any coding. The owner at Gravity Labs (the creator) is also super super helpful if you have trouble configuring.

Here are instructions on how to confirgure.

https://gravitylab.nz/send-email-alerts-and-log-the-email/

Flag

Praveen Malyala - 1 month ago

Yeah, its a nice to have feature and saves lot of work for us.
- Flag
David Marum - 2 months ago

12 long years...
- Flag
Truman Chau - 2 months ago

This is a standard logging feature for most platform, including ServiceNow!
- Flag
Jimmy Perez - 2 months ago

12 years? You should set up a "low-hanging fruit" team to handle requests like this one.
- Flag