In my team we use Leads for inbound/outbound sales leads; We also have a custom module called Platform Users for all the sign-ups on our online platform.

 

What I would like to create, is a list view inside the lead record, that shows Platform Users that have the same email address. In other words, show all Platform_User__c records where Platform_User__c.Email__c == Lead.Email.

 

What would be the best way to go about this?

Hi everyone,

In our implementation we have two custom objects: Platform_User__c and MRR_Movement__c.  Platform_User__c has an Account_ID__c which serves as an external ID; MRR_Movement__c has an Account_ID__c to allow us to associate the two (but not defined as an external ID, since MRR Movements have a different external ID we use). We've also created Related_Platform_User__c as a master-detail relationship on MRR_Movement__c.

But to my surprise the following trigger, which I built based on the dev documentation on how to relate records using an external id, isn't working:

trigger newMovement on MRR_Movement__c (before insert, before update) {
    for (MRR_Movement__c movement : Trigger.new) {
        Platform_User__c relatedUser = new Platform_User__c(Account_ID__c = movement.Account_ID__c);
        movement.Related_Platform_User__r = relatedUser;
    }
}

This throws a required field missing error for Related_Platform_User__c.

I am pretty sure I'm missing something small and silly, please help a newbie out :)

Hey everyone,

We were quick to buy into Salesforce Inbox; Perhaps too quick, as now it turns out, after 10 days of correspondence with Salesforce's support team, that emails captured by Einstein Activity Capture are not registered in neither the EmailMessage or Task database, by default.

So, in the existing situation, solely because we have Einstein Activity Capture enabled, even emails we send from within lead records in Salesforce do not get registered at all as EmailMessage or Task objects; This means we cannot set triggers, Apex or Workflow, on incoming or outgoing emails.

Has anyone else encountered this issue? Have you found any workaround or solution to this, including using a different app instead of Inbox? We were not aware that Inbox prevents using triggers on emails, and interestingly enough this little piece of information is also nowhere to be found in Inbox's documentation (or at least, I have not been able to find it).

Hi everyone,

First time poster, long time reader :)

I would like to have a date/time field updated in a lead record whenever an email is sent to the lead; Sometimes we send emails from within the platform, but sometimes from our gmail account directly (we use Salesforce Inbox for automatic activity capture).

Is this possible? How would one go about creating such a trigger?

Hey everyone,

We were quick to buy into Salesforce Inbox; Perhaps too quick, as now it turns out, after 10 days of correspondence with Salesforce's support team, that emails captured by Einstein Activity Capture are not registered in neither the EmailMessage or Task database, by default.

So, in the existing situation, solely because we have Einstein Activity Capture enabled, even emails we send from within lead records in Salesforce do not get registered at all as EmailMessage or Task objects; This means we cannot set triggers, Apex or Workflow, on incoming or outgoing emails.

Has anyone else encountered this issue? Have you found any workaround or solution to this, including using a different app instead of Inbox? We were not aware that Inbox prevents using triggers on emails, and interestingly enough this little piece of information is also nowhere to be found in Inbox's documentation (or at least, I have not been able to find it).

Hi everyone,

In our implementation we have two custom objects: Platform_User__c and MRR_Movement__c.  Platform_User__c has an Account_ID__c which serves as an external ID; MRR_Movement__c has an Account_ID__c to allow us to associate the two (but not defined as an external ID, since MRR Movements have a different external ID we use). We've also created Related_Platform_User__c as a master-detail relationship on MRR_Movement__c.

But to my surprise the following trigger, which I built based on the dev documentation on how to relate records using an external id, isn't working:

trigger newMovement on MRR_Movement__c (before insert, before update) {
    for (MRR_Movement__c movement : Trigger.new) {
        Platform_User__c relatedUser = new Platform_User__c(Account_ID__c = movement.Account_ID__c);
        movement.Related_Platform_User__r = relatedUser;
    }
}

This throws a required field missing error for Related_Platform_User__c.

I am pretty sure I'm missing something small and silly, please help a newbie out :)

Hey everyone,

We were quick to buy into Salesforce Inbox; Perhaps too quick, as now it turns out, after 10 days of correspondence with Salesforce's support team, that emails captured by Einstein Activity Capture are not registered in neither the EmailMessage or Task database, by default.

So, in the existing situation, solely because we have Einstein Activity Capture enabled, even emails we send from within lead records in Salesforce do not get registered at all as EmailMessage or Task objects; This means we cannot set triggers, Apex or Workflow, on incoming or outgoing emails.

Has anyone else encountered this issue? Have you found any workaround or solution to this, including using a different app instead of Inbox? We were not aware that Inbox prevents using triggers on emails, and interestingly enough this little piece of information is also nowhere to be found in Inbox's documentation (or at least, I have not been able to find it).

Hi everyone,

First time poster, long time reader :)

I would like to have a date/time field updated in a lead record whenever an email is sent to the lead; Sometimes we send emails from within the platform, but sometimes from our gmail account directly (we use Salesforce Inbox for automatic activity capture).

Is this possible? How would one go about creating such a trigger?