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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?

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To do this, have the Workflow trigger a task (in addition to the email alert that is sent). You can assign the task to the record owner, creator, a certain role, or a specific user. You can also set the task to "Completed" so it will just be used for tracking purposes. Once the Workflow is triggered, the email will be sent and a completed activity will be logged on that particular record simultaneously.

  • Yes, I got that to work, but how do you add the contents of the email within the task? Thanks! – Matthew Aug 25 '17 at 2:12
  • You won't get the exact contents of the email but you could put some keywords in there. – Dan Wooding Aug 25 '17 at 3:31
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Firstly, pleases upvote this on the idea exchange. https://success.salesforce.com/ideaView?id=08730000000BroKAAS

We have a free solution for this. It adds a new option to process builder and flows to send emails and this one logs the activity: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMWT8UAP https://gravitylab.nz/send-email-alerts-and-log-the-email/

I hope it helps.

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