How to Setup Email Notifications from Call Follow-up Activities?
To setup Email Notifications for the Call Follow-up Activities:
- Check the Send Email Notification on the Call Followup Template being used.
- Provide Field Level Security (FLS) access to Send Email Notification from Call Followup Template for the user.
Veeva CRM creates a Salesforce Task record which uses the User Controlled Email Notifications for Tasks to send the email.
An email is sent when the user assigns the Follow-up to another user.
CRM Help Documentation: Follow-up Activities
Salesforce Help - Tasks
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