-
Email in quote and email history
Hi everyone,
I would need some help about email in SF. I have 2 questions :
- When an email is stored under a quote, I can't see this email in the related opportunity or the related account. Is there a way to have it displayed in these places ?
- When I am in an account I have the activity where I can find all tasks, emails etc but is there something to see all the email, to search in the etc like it is the case for the other objects (tasks, opportunity...)
Thanks in advance for your support,
BR.-
This discussion was modified 2 years, 7 months ago by
Romain.
-
This discussion was modified 2 years, 7 months ago by
-
0 Replies
Log In to reply.
Popular Salesforce Blogs
Learn About Users Permissions and Access in Salesforce
1. User Permissions User permissions determine what tasks users can perform and what features users can access. For example, users with the “View Settings and…
What Role Does Salesforce Play in High-Tech Success?
The high-tech sector is experiencing explosive growth, emerging as a global economic powerhouse. Projections indicate that this industry's global market value will rise to $16…
How DemandBlue’s Salesforce Revenue Cloud Implementation Helped its Customers to Enhance Sales Pipeline, Quote-to-cash, and ROI
The B2B buying segment has become more dependent on fast and flexible purchasing options rather than the usual buying process. This applied change is evident…
Popular Salesforce Videos
Deleting Contacts in Salesforce Marketing Cloud
Delete contacts to remove contact information from your Marketing Cloud Contact Builder account. Delete contact information to meet data compliance regulations. In this episode, Eliot…
Introduction to Report and Dashboard in Salesforce | Salesforce Training Videos
A report is a list of records that meet the criteria you define. It's displayed in Salesforce in rows and columns, and can be filtered,…
Scheduled Actions Workflow Rules, Process Builder and Lightning Flow
Time-dependent actions are executed at a specific time, such as 10 days before a record's close date. When that specific time passes, the workflow rule…
Popular Salesforce Infographics
7 Must Know Features on the New Salesforce AppExchange
Personalized recommendations, intelligent search, and new solutions are just a few of the exciting new features on the brand new AppExchange. Check it out at…
How Important Is CRM Today? | An Infographic
CRM or Customer Relationship Management has become unavoidable and imperative in the world of business to reach the desired level of success. It has reached…
Top Essential Features of the Salesforce Service Cloud to Improve Customer Service
The Salesforce Service Cloud is a powerful platform that can help businesses of all sizes improve their customer service. It offers a wide range of…
