How to Differentiate Incoming and Outgoing Emails That Are Synced to Salesforce?

Overview

You may want to be able to see if an Email task that was synced from Playbooks to Salesforce is based on an incoming or outbound email and want to know how to implement this.

Solution

1. Create a custom filed in Salesforce with the following settings to sync data that will show if an email was incoming or outbound:
   • Field name: Playbooks Email Direction
   • API Name: Playbooks_Email_Direction__c
   • Type: Text(255)
   • Object: Activity
   • Description: For CRM Email sync, was the email inbound or outbound?
   • Access Level: Read/Write for all users.
     
     
2. After the field is created in Salesforce, please add it in the required view in Salesforce, which you are using to view synced emails.
   
   
3. Disconnect the CRM connection for the user that is used to sync activities between Playbooks and Salesforce, and then reconnect the user to CRM again.
   
   After the field is created and the data is synced from Playbooks, you will be able to use this field in your views to differentiate incoming and outgoing emails.