in RecordRecordRecordWorking with Emails

About

LinkPoint Connect makes it easy for users to identify recorded emails within Salesforce by adding an indicator icon in the Subject Line within the Activity History. The indicator shows whether the item was an outbound or inbound email. These indicators are automatically applied as part of the recording process with LinkPoint Connect. In this section, you will learn how to determine whether a recorded email was either inbound or outbound when it was recorded to Salesforce.

cursor-48Click the images throughout the Knowledge Base to see full size versions of screen captures.

 


Identifying Recorded Emails in Salesforce (Outlook)

Step_1

Compose an outbound email and send the email.

 


View the related Lead or Contact in the Side Panel. Select the Email object to see the list of recorded emails. Note that the latest recorded email has an ✉⬆ indicator in the subject line noting that the email was outbound.

 


Identify an email in your inbox. Record the email as you typically would, either with Record to Salesforce, Smart Record to Salesforce, or Quick Record.

 


View the related Lead or Contact in the Side Panel. Select the Email object to see the list of recorded emails. Note that the latest recorded email has an ⬇✉ indicator in the subject line noting that the email was inbound.

 


Tip: The ⬇✉ (inbound) and ✉⬆ (outbound) indicators are also visible to all Salesforce users when viewing the Activity History in Salesforce.

 

 


Download_WebDownload: Access the complete LinkPoint Connect: Microsoft Outlook + Salesforce User Guide in .pdf format. Get the User Guide


Support_WebStill need help? Contact our Support Team.