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Save TO and CC Playbooks Email Values in Salesforce Activities

Overview

If you are working with email using Playbooks you might want Playbooks to record TO and CC values in created Salesforce activity at the top of the comments because currently this information is not being saved in CRM.

Information

This is not an option right now but has been logged with Engineering as a feature request and is being considered for future versions.

 

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  1. Priyanka Bhotika

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