Once your Leadcamp is connected to your Salesforce account, all of your sent emails and replies will be logged in Salesforce.
All activity will be logged on the Lead or Contact level. If a Contact is associated with a Salesforce Account, the activity will log under the Account’s activity history as well.
In this article, we will go over Salesforce logs, including:
Email Logging as a Task
After an email is sent from Leadcamp or sent from Gmail or Outlook using the Track checkbox, the log appears under the activity history of the Lead or Contact and Account as a task. By default, the Email will be logged to Salesforce as a closed activity task.
Email logs are stored with the subject line "Email: (Email Subject Line)."
When you enter the activity details, you will find the body of your email message in the Comments.
When an email is replied to by your prospect, they are logged in exactly the same way.
Email Logging as an Event
Things to Note:
Emails will log as tasks unless otherwise designated in the Salesforce Integration Settings
Emails will be nicely logged as the native Salesforce Email type
When logging emails as an Event, Salesforce will also automatically create a completed task for the admin (even if he/she is not the account/lead/contact owner).
If your admin has selected to log emails to Salesforce as events in the Salesforce Integration Settings, all emails will be logged to Salesforce as events, linked to the account/lead/contact owner that sent the email. Logging emails as tasks will automatically stop.
The following email details will be logged to standard Event fields:
To, CC, BCC addresses
Email sent date & time
Unidentified task creation for admins
When the sender of an email is someone other than the account administrator, Salesforce recognized this push as a new activity that the administrator needs to be notified of. This logic may cause users to see tasks in their "Recently Completed Tasks" list that they don't recognize and were automatically created.
This happens to be a standard and automatic feature of Salesforce that cannot be turned off.
In order to avoid this situation we recommend Email logging as a task in the Salesforce Integration Settings.