Our business is Project-based. The Campaign object has been renamed Project and we use the Project Code (aka: Campaign.Name) as the key index for all records to relate them to the particular project.
Now that SalesForce has allowed custom Lookup fields on Activities, we are able to link Activities to their respective Projects. This works great on Calls, where the Sales rep just inserts the correct Project Code into the field and saves the Activity.
However, on email sends, particularly template sends, there is no way to insert this value into the Activity History record at the time of sending. The email must be sent, then the salesperson has to go back into the Activity History record they just created and enter the Project Code - a required field on manual edit, but not enforced using SalesForce's email send page.
My question is, how can I extract the Project Code from Opportunity and automatically insert it into any emails that are sent from that Opportunity, such that when the salesperson sends the email, the resulting Activity History record campaign lookup field "Project Code" contains the name of the Project Code to which the Opportunity is assigned?
You can't seem to edit any of the Email layouts. I've looked at this problem for ages and I'm hoping someone has a fix. Thanks in advance!