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Topics#EmailSue Gleason's Question
Sue Gleason asked in #Email
Jan 20, 2015, 6:39 PM

How to use Email to Salesforce with a group email

We are using Email to Salesfroce without issue EXCEPT when sendng to a group of contacts in Salesforce. The message will post to the Account in Acticity History but it shows the Contact "Name" as one of the names in the list and not that account/contact name.  So in the Account Activity History it looks like an email went to someone that works at another company. Is there a setting somewhere that I am missing so the actiity lists the actual contact for that company? Thanks.
2 answers
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  1. Sue Gleason
    Feb 3, 2015, 3:20 PM

    Yes, still having the issue. We are a customized enterprise set-up if that is what you mean by set-up. Individual users set up My Email to Salesforce.

    In this instance. a user sent a message to a group of business contacts. The email is saved to each contacts activity history. But in the history, the "Name" that shows up is just one person that was on the list and not that person at that company. Here is a cut and paste to try to show. The name Kim Meyer is one of the people on the group email but is the name that appears on ALL of the contacts activity history.

    This screen shot below shows two emails that were sent to Bob Wills but the Name shows Kim Meyer who works for another company. Is there a setting to make sure it shows the right contact or maybe a setting that says Group Email issted of a name?

    Thanks,

    Sue Gleason

    Activity History Activity History Help [image: Activity History Help (New

    Window)]

    ActionSubjectNameRelated ToTaskDue DateAssigned ToLast Modified Date/Time

    Edit

    |

    Del

    Email:

    REMINDER - please doodle for next Sauk/Columbia/Marquette manuf group

    Kim Meyer

    [image: Checked]1/20/2015Danica

    Nilsestuen 1/20/2015 10:00 AM

    Edit

    |

    Del

    Email:

    Notes from November meeting, doodle for next meeting (Sauk, Marquette &

    Columbia Manufacturers) Kim

    Meyer [image:

    Checked]1/2/2015Danica

    Nilsestuen 1/2/2015 3:41 PMEdit

    |

    Del

    Sauk/Columbia

    Manuf council Bob Wills

    [image: Checked]11/19/2014Danica

    Nilsestuen 11/25/2014 12:08 PM

    Edit

    |

    Del

    Sauk

    County Manufacturers Council

    Cedar

    Grove Cheese [image: Checked]

    12/3/2013Danica Nilsestuen

    2/20/2014

    4:24 PMEdit

    |

    Del

    sauk

    manufacturing council Cedar

    Grove Cheese [image: Checked]

    9/24/2013Danica Nilsestuen

    10/29/2013

    1:37 PM

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