-
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, 6 months ago by
Romain.
-
This discussion was modified 2 years, 6 months ago by
-
0 Replies
Log In to reply.
Popular Salesforce Blogs
Diverse Platforms for Salesforce Mobile App Development Tools
In the age where 95% of the people own mobile devices and use cloud services, having a mobile application for every business has become more…
How to Implement Salesforce Sales Cloud & Its Benefits?
Salesforce offers many comprehensive tools and platforms to numerous organizations working in various domains. These platforms include sales, service, marketing, commerce, etc., offering multiple efficient modules…
Why You Should Take the Salesforce Certificate Associate Exam?
Salesforce is one of the most widely used Customer Relationship Management (CRM) platforms in the world. As businesses continue to adopt Salesforce for their customer…
Popular Salesforce Videos
What is the Future of Salesforce Developer?
Salesforce Developer jobs are on the rise. A lot of MNC companies like TCS, Infosys, Cognizant, etc are hiring Salesforce developers. In this video, Musings…
Mission Mangal | Build a Mars Communication Uplink | Salesforce Tutorials | Mini Project
In this video, you will learn to create a Mars Communication Uplink using Salesforce. We will create a communication system from Rovers on Mars. Interesting…
Create Reports In Salesforce With Report Builder
Create reports in Salesforce with Report Builder. In this video, the following points will be covered - 1. Introduction Get a brief introduction about reports…
Popular Salesforce Infographics
What Is Mobile Marketing Automation?
Mobile use is booming, and it’s not slowing down anytime soon. In fact, research from eMarketer suggests that between 2015 and 2021, mobile-only internet users…
4 Reasons To Offer An Exceptional Customer Service
When it comes to customer service, our friends at Salesforce have a few tips and tricks up their sleeve. We were thrilled to help them…
How to Become a Salesforce Consultant?
Begin your Salesforce Consultant journey with Trailhead to learn about the modules offered by Salesforce to its users - admin, business users and developers to…
