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Have Workflow Rules Trigger off Salesforce for Outlook

Process Builders & Workflow

The old plug in used to allow for workflow rules to be leveraged when an email was added. The new Salesforce for Outlook does not allow for field updates, etc. when an email is added. We used to use a custom field that would update when the subject began with Email: which stopped working after we updated to the Salesforce for Outlook feature.

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