Question:

How to set up Email Notifications from Call Follow-up Activities in CRM?

Answer:

To set up Email Notifications for Call Follow-up Activities:

1. Check the Send Notification Email checkbox on the Call Followup Template being used.
2. Provide users with Read access Field Level Security (FLS) to the Send_Notification_Email_vod__c field on the Call_Followup_Template_vod__c object.

When using a Call Followup Template where the Send Notification Email checkbox is checked, Veeva CRM creates a Salesforce Task record which uses User Controlled Email Notifications for Tasks to send the email.

An email is sent when the user assigns the Follow-up Activity to another user. When assignees assign tasks to themselves, notification emails are not sent.

Related Documentation:

CRM Help Documentation: Creating Follow-up Activities on the Call Report

Salesforce Help: Tasks