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Why are emails logged as Tasks in Salesforce by Capture? Can I change that?

  • July 7, 2023
  • 0 replies
  • 44 views

Kenna
Community Manager
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When Capture syncs an email activity back to Salesforce, by default, it logs the email as a Task.

Today, Capture can log activities as either a Task or an Event to Salesforce. A Clari Admin can control whether emails are logged as Tasks or Events in Studio. You can find the steps to adjust this setting in our knowledge base.