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Trail Mail

Simple Email History Tracking

Lifetime average
5
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Solves a problem I've been trying to solve for 5 years

Salesforce has continuously failed to provide a sufficient email capture solution included in their core CRM offering. Both Email to Salesforce and Salesforce inbox require manual logging in order to track emails. Einstein Activity Capture (EAC) stores the data on AWS making the data in accessible for backend Salesforce users. Trail Mail provides a complete solution which automatically logs emails, so long as you have the User & Lead/Contact objects populated correctly. The data stored using Trail Mail is accessible to backend users unlike EAC, which means if you want to pull the data out via the API, create a record triggered flow or standard reporting with this activity data you can. Using this tool, you will not need to rely on a manual system, or pay extra for a 3rd party email logging solution. It is easy to setup, and it just works. Definitely recommend trying it out.

Easy Way to Track Email

I have this installed in two of my Salesforce orgs. It tracks email on the records as described without my sales teams having to do anything. The set up was super easy.

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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead