Associate email activities with multiple related records

Enabled for Public preview General availability
Users by admins, makers, or analysts Dec 4, 2023 Apr 5, 2024

Business value

Email activity records can be associated to additional activity participants (parties) such as accounts, contacts, leads, and opportunities through a new partylist attribute. Previously, it wasn't possible to associate an activity record to additional related party records. With this feature, users will be able to associate email activity records with additional related parties, such as an email related to multiple cases or opportunities.

Feature details

Users can associate an email activity record with additional related party records (parties). This means a user can perform actions like associating an email to additional related records such as cases or opportunities.

See also

Enable users to associate activities to multiple records (docs)