I have a text email template that I send to Leads by way of an Email Alert attached to a Workflow Rule.
I noticed that this email isn't attached to the individual record, for it is not visible in the Activity History section.
Is there a way to attach the email to the appropriate record? I followed the instructions outlined in the accepted answer of this forum post, but it didn't work for me -- perhaps I'm doing it incorrectly. Am I supposed to use my Email to Salesforce address or the email under "My Acceptable Email Addresses"? Also, where in the email alert does the address go? Under "Additional Emails"? There's no way to choose My Email to Salesforce address from the "Recipient" dropdown menu.
I tried a different approach by adding a completed task to the Workflow Rule, and that shows up under Activity History, but the contents of the email aren't in the task. Our previous Salesforce developer somehow got the email contents in a task, how can one go about doing this?