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Emails Added via Salesforce for Outlook or Gmail/Outlook Integration Show as Task Type, Not Email, in Activity History

Publiceringsdatum: May 28, 2026
Beskrivning

When adding an email to Salesforce using the Salesforce for Outlook Add Email button, or the Gmail Integration or Outlook Integration Log an Email button, the email is added to Contacts, Leads, and Accounts as a Task — not as an Email activity type.

  • Unlike using the Salesforce side panel add-in, the Task that is created does not automatically display a Task Type of "Email."
  • This can be resolved by setting Email as the default value for the Task Type field in Salesforce Setup.

Important Note for Non-Email Tasks

Setting "Email" as the default Task Type only affects Tasks that are automatically created by the Add Email or Log an Email button in Salesforce for Outlook, Gmail Integration, or Outlook Integration. When creating Tasks that did not originate from an email (for example, a call log or a to-do item), users must manually set the correct Task Type field on the record created.

Lösning

Set 'Email' as the Default Value for the 'Task Type' Field

Use the steps below for your Salesforce experience to set Email as the default Task Type.

In Salesforce Classic

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

After completing these steps, emails added to a Salesforce record using the Add Email or Log an Email button will display the value Email in the Type field under the Activity History of the record.

Default Field Value Considerations

 

Knowledge-artikelnummer

000385676

 
Laddar
Salesforce Help | Article