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Wednesday
Nov212012

Log an Activity When using Workflow Rules to Send Email

Salesforce Tip of the Day!

In this post, I'll show you a good way to track if and when an email is sent under the activity related list. However, when you use Workflow rules to trigger email alerts, activities are not logged when the email is sent. To do this, in addition to the email alert that is sent, have the Workflow trigger a task. You can set this task to the record owner, or any other user/role.

And now, once the Salesforce Workflow is triggered, the email will be sent and a completed activity will also be logged on that record. 

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