Remember when emails in Salesforce were just saved as tasks? It was pretty convenient, but it wasn’t great for customizing and viewing emails.
Well, the times they are a-changin’!
With Enhanced Email, emails sent from Salesforce are saved as EmailMessage records. EmailMessage isn’t a new object, but we’ve beefed it up to give you more bang for your buck. EmailMessage is a standard Salesforce object, so you get all the usual goodies you have with other standard objects.
- Customize the page layout for email messages
- Use the Salesforce API to manage emails
- Set up triggers based on emails
- Add custom fields to emails
- Relate emails to contacts, leads, accounts, opportunities, cases, campaigns, person accounts, and other records.
- View emails in their original format like they’ve come to expect