Salesforce Email logging on custom object

1
votes

could really use some serious help on this. Below is the current business case:

  1. We have the standard accounts, contacts, and opportunities objects. We've also created a custom object, and let's call it 'Customers.'

  2. As of now, 'customers' are related to accounts.

  3. Our users have einstein activity capture on, so all the email interactions get logged to the 'Account' level that the contact is related to, which makes sense.

  4. The problem is that I want those emails tracked on the 'Customer' activity feed too, not just the 'Account' or 'Contact' activity feed.

Will creating a junction object between contacts and customers allow this activity to be shown in the 'customer' field? Or is there a simpler way to do this? Thank you in advance as this is a major roadblock I am facing right now.

1
salesforcesalesforce-lightning

1 Answers

0
votes

I haven't worked with Einstein Activity Capture yet. What does it save stuff as? EmailMessage? Task? Either allows adding custom fields so you could add lookup to your Customer__c. With Task it's even simpler, it has that mutant lookup thing, Customer should appear as available option if it has "Allow Activities" ticked in setup.

Assuming that gives you something - next step would be to maybe make a custom quick action with some fields prepopulated, maybe a trigger to go "up" to Account and then to Customer(s)... Because out of the box

https://help.salesforce.com/articleView?id=aac_limitations.htm&type=5

Custom objects aren’t supported. When emails are sent from a custom object, the email is logged on the activity timeline of the associated contact.

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