1

I have a custom object called employees. It stores employee details including their email ids. I have a process builder set up which sends email alert to this email ids when ever a record is created or edited. I would like to have a record what email is sent out an when in Activity history of the custom object Employee.

I explored a link - https://medium.com/@brilligence/salesforce-recording-activity-history-on-workflow-email-alerts-8ae227fa8cee#.wqr7rgth5 which talks about a solution, but seems like it is possible with Leads or contacts only and not with custom objects. Is that true? If so , is there any other way to store the activity of email alert in history?

6
  • 3
    All the docs state Accounts, contacts, opportunities. You could always try it with a custom object. It uses the ID after all. Otherwise you could create an apex email service and process the emails yourself
    – Eric
    Sep 12, 2016 at 4:59
  • I tried the approach mentioned in the link but I could not see any emails getting created in activity history. I created a template with ref to the id of the record. Not sure what I did wrong.
    – SfdcBat
    Sep 12, 2016 at 5:29
  • @Eric I have a process builder on this custom object - Employee which sends time based email alerts in 2,4,6,8 weeks. I wish to records whenever the email is sent out in activity history. I tried the approach given in the link but does'nt seem to work. Do you think if the solution in the link should have worked? Thanks
    – SfdcBat
    Sep 12, 2016 at 6:06
  • I got it right! I had to add the from address to "My Acceptable Email Addresses" in my setting -> my email to Salesforce option. It worked and I was able to create the email in activity history.
    – SfdcBat
    Sep 12, 2016 at 6:37
  • @Eric do you want to add the answer on it?
    – Dave Humm
    Sep 12, 2016 at 8:13

1 Answer 1

1

All the docs state Accounts, contacts, opportunities. You could always try it with a custom object. It uses the ID after all. Otherwise you could create an apex email service and process the emails yourself

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .