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Task creation and deletion behavior with the Outlook Integration and Gmail Integration

Udgivelsesdato: May 2, 2026
Beskrivelse

How Email Logging Works in Outlook Integration and Gmail Integration

When you log an email using the Outlook Integration or Gmail Integration in Salesforce, the system uses a composite operation to create and manage Task records. The following steps describe the expected behavior:

  1. Select an email in Outlook, and in the Side Panel click the Log Email button.
  2. An EmailMessage object is created. If the RelatedTo (WhatID) field is populated, a Task is created at this point.
  3. A composite operation then kicks in and creates the EmailMessageRelations entries. These entries are then translated into Tasks. During this step, Salesforce's Task creation logic deletes the existing Tasks created in step 2, then creates new Tasks with both the WhoID and WhatID populated.

Note: This behavior is by design. The deletion and re-creation of Tasks is part of the normal Salesforce composite operation flow for logged emails.

Løsning

Expected Behavior

This is the expected, by-design behavior of the Outlook Integration and Gmail Integration when logging emails in Salesforce. The Task deletion and re-creation process occurs as part of the internal composite operation that ensures Tasks are created with both the WhoID (contact) and WhatID (related record) correctly populated.
Where to find the records after logging:

  • Newly created Task records for the logged email can be found in the Activities Reports in Salesforce.
  • Deleted Task records can be found in the Recycle Bin in Salesforce.

If you do not see the expected Tasks in Activities Reports, verify that the RelatedTo (WhatID) field was populated when the email was logged, as Tasks are only created when a related record is specified.

Vidensartikelnummer

000390097

 
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Salesforce Help | Article