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Emails added via email integration tools do not show up as type ‘Email’ in Activity History

게시 일자: Oct 13, 2022
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When adding an email to Salesforce using the Salesforce for Outlook 'Add Email' or Gmail or Outlook Integration 'Log an Email' button in Outlook, the email gets added to Contacts, Leads, and Accounts as a Task.
 
  • Unlike using the Salesforce add-in side panel, the Task that is created doesn't display a Task type.
  • This can be worked around by setting 'Email' as the default value for the Task type field.  

Note: When creating Tasks that did not originate from email, Users will have to set the correct Task type field on the record created.
솔루션


Set 'Email' as the default value for  the 'Task Type' field

In Salesforce Classic

  1. Log in as a Salesforce administrator.
  2. Click on Setup | Customize | Activities | Task Fields.
  3. Navigate and click on the Type field.
  4. In the Task Type Picklist Values area, click New
  5. Enter Email and click Save.
  6. Click on Edit beside the 'Email' value.
  7. Select Make this value the default for the master picklist and click Save.


In Lightning Experience

  1. Log in as a Salesforce administrator. 
  2. Navigate to gear icon | Setup | Object Manager | Task | Field & Relationships.
  3. Click the Type field. 
  4. In the 'Task Type Picklist Value's area click New
  5. Enter Email and click Save.
  6. Click on Edit beside the 'Email' value.
  7. Select Make this value the default for the master picklist and click Save.

Now, if an email is added to a Salesforce record using the 'Add Email' button, the email listed under Activity History of the record will show the value 'Email' in the 'Type' field.


See also:
Default Field Value Considerations

 
Knowledge 기사 번호

000385676

 
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Salesforce Help | Article