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When I send an email form within an object* in Salesforce, an associated activity is created. The "type" of the activity is recorded as call. How can configure Salesforce so that some other value is set in stead by default. *=Case, for example.

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  • I also want to be able to edit the default "type" for a particular task record type. - Answered below.
    – Bartley
    Commented Mar 14, 2014 at 6:49

1 Answer 1

Reset to default
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Could you check the values of Type field in Task and make sure that the "Call" value isn't selected as default for sending emails ?

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  • how would you suggest checking the value?
    – Bartley
    Commented Mar 12, 2014 at 13:42
  • Go to Setup --> Customize --> Activities --> Task Fields --> Type and check if the Call value is selected as default for Send Email
    – melmoussaoui
    Commented Mar 13, 2014 at 14:44
  • Thanks for your help. I see now that you can change the default type for each record type. Setup | Customise | Activities | Task Record Types | Select the record type you need to modify and then select Edit "Type" field from the Picklist Available for Editing and change the default from the drop down.
    – Bartley
    Commented Mar 14, 2014 at 6:48

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