Salesforce | How to track email sent by workflows or process builder in email history section of record?

Author - Kiran Preet
2.02.2017
|
0 Comments
|

1.Create an email template.
For example, we created a template called “Leads: Welcome email”
Somewhere in the template, add “ref:{Object Id of the record}” which you want to track the activity
For example, in our template, we added ref: {!Lead.Id}. If you want to hide this line than create an html email in first step and using html tags make display line in white color like : ref: {!Lead.Id}
2.Make it send to the recipient as well as to the administrator’s Email-to-Salesforce address.
All emails sent to email-to-salesforce address are saved in history and use ref id for relation with object.

Webner Solutions is a Software Development company focused on developing Insurance Agency Management Systems, Learning Management Systems and Salesforce apps. Contact us at dev@webners.com for your Insurance, eLearning and Salesforce applications.

Leave a Reply

Your email address will not be published. Required fields are marked *

Send your message