Object Type

Emails sync as a completed Task (aka "Activity") in Salesforce

Assignee

The task uses the Oauth token to create each task 'as' the Salesforce licensee to whom that token belongs.

This means that we do not use conventions like matching the name of the email inbox owner or the name of the Truly account holder, but rely on the Oauth integration to identify who the Task is being logged as.

Task Sync Template

Emails Sync with the following Templates. All HTML based emails are converted into plaintext to maximize readability.

Task Subject

Email:{{direction}}:{{email_subject}}

For example:

Email:outbound:Rep Headcount

Task Body

The task body follows the format below. Attachments are

From: name@truly.co 
To: customer@acme.com
CC: secondcustomer@acme.com
Subject: Rep Headcount
Attachments: Attachment name

Hey Lindsay,

As per our meeting, could you please confirm the final headcount numbers?

Thanks,

~E

Custom Fields

The following custom fields may be added by admins at any time to the Task object. Our sync code checks the Task object schema on every sync and will pick up/populate these custom fields

SFDC Custom Field Name	Field Description
truly_direction	Direction of the email message (inbound/outbound)
truly_messageBody	Body of the email message
truly_emailAddresses	Comma separated list of all email addresses on From and BCC