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Breif How It Works with Salesforce

I am trying to explain how the iHance to Salesforce sync works and want to confirm.

Emails sync into Salesforce and match based on the contact email address and attaches email to most recently changed object??

I am looking for a very quick explanation on how it knows to attach to opportunity record.

Thank you
Geri
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  • I've never used iHance Absolute Automation, but taking a quick look at the product demo, it looks like they create a custom object (Email), and track all of the related email activity in that object. There is no association of this custom object with the standard Activity object.
    So I believe you're correct -- you can't use the standard Salesforce reports tool that builds a report showing both Activity history and iHance Email history for a group of accounts. You can certainly do this with some custom Apex / Visualforce reporting.
    I'd steer this as a feature request back to the iHance team, if you don't have the development expertise in-house to build the custom Apex/VF reporting. The assistance of custom essay writing service helps students understand the basics of every custom written paper, as well as the elements of creative writing.
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