Introducing new Activity Tracking Reporting. View announcement

Category - Product Details

Using Send Email Button on Cases (and objects with Dynamic Actions)

Date: June 29, 2022
By: wiki
Categories: Product Details

Screenshot of "Activity Settings" page on a CRM platform. Options like "Enable Group Tasks," "Enable Activity Reminders," and "Show Event Details" are listed. A highlighted section at the bottom reads, "Allow Users to Relate Multiple Contacts to Tasks and Events" with an important note.

Matching to a Contact and Opportunity when Uploading as Task

Date: June 19, 2014
By: Trevor Holewinski
Categories: Product Details

Match My Email Calendar Syncing

Date: March 10, 2022
By: wiki
Categories: Product Details

Screenshot of a set of upload rules. The rules include: Upload Email to Salesforce (checked), Upload Attachments up to 5 MB (checked), and Block Inline Images up to 25 KB (checked). Email Task Status is marked as Completed.

How to Modify Upload Rules for Body and Attachments

Date: May 23, 2019
By: Trevor Holewinski
Categories: Product Details

Setting Up the Email Sync Assistant

Date: August 1, 2024
By: wiki
Categories: Admin Guide, Product Details

A screenshot of a permissions settings interface. It displays various custom object permissions for categories like Email Messages, Email Message Related Objects, and Marketing Rules, with options for Basic Access (Read, Create, Edit, Delete, View All) and Data Administration (Modify All). Some fields are selected with checkmarks, mainly for Email Messages, Email Message Related Objects, and Marketing Rules. The selected options are highlighted with red boxes.

How to Modify Salesforce Permissions for Match My Email Custom Object

Date: March 22, 2017
By: Trevor Holewinski
Categories: Frequently Asked Questions, Product Details