Syncing Email from Outlook to SF
For example, if I want to log an email exchange with a client and add the email from outlook to SF, it will list me and the client contact under the "Name" field. I do not want myself to be added to the task. Is it possible for only have the client contacts to display there.
Assigned to is always a salesforce user in your org.
No, Task always assigned to the user who has logged the email from Outlook to SF. Currently, we could not change it.
I am listed as the Assigned To but other instances the person who the task is assigned to is also listed under the "Name" and I am wondering if that can be avoided.
It's a little confusing to put it into words.