Save All Emails in a Thread Function Explained¶

RG Email Sidebar includes the possibility to auto-save entire user-selected email communication threads to Salesforce. Mark an important thread for auto-saving once and no update from a prospect or partner will ever be omitted from CRM capturing.

After a thread is marked for saving, all non-blocklisted/internal past and future emails which belong to the thread will be auto-saved as Salesforce Activities: completed Tasks or Email message objects linked to Contacts or Leads specified on first email’s saving.

Note that the function works retrospectively, also saving all past emails from the same thread.

Feature prerequisites¶

As soon as all prerequisites listed below are met, the checkbox ‘’Auto-save new emails within this thread” appears at the bottom of RG Email Sidebar Save dialog.

ServiceEmailAutoTrackConversations should be enabled in your Org’s Special settings. See this article for details
If in your Org emails are saved as Salesforce Tasks and not as EmailMessage objects, a custom field ‘’ConversationId” must be added to the Activity object. See this Salesforce article to learn how to do that.
The EmailMessage object does not require custom field adding to use this feature
Email threads saving should also be enabled in individual user’s Sync settings. See this article for details

Save all emails in a thread usage¶

After the setting is enabled as described above, to save all emails in a conversation thread:
1. Select any email in a thread and click Save in RG Email Sidebar to open Save dialog
2. Set all needed parameters for email saving in the dialog. These parameters will be applied to all auto-saved emails in the thread
3. Select the Auto-save new emails within this thread checkbox at the bottom of the dialog
4. Click Save at the top of the dialog

Manage default checkbox state in Save dialog¶

The default state of this checkbox in Save dialog can be set in Add-In Customization settings. See the setting “Do not select “Auto-save in thread” by default” in this article.

Specific use nuances¶

The feature works in both Read and Compose modes
The initial email in a thread marked for autosaving must be located in your email client’s Inbox or Sent folder, otherwise saving won’t be performed
Saving is performed by RGES Sync Engine, so it’s not instant but requires between 1 and 30 minutes, depending on sync session cycle
Like in other saving scenarios, emails saved this way get the custom “Salesforce” category
Service emails saving is not supported, like in any other saving scenarios
All emails in the thread get linked to the same records selected in the Save dialog for the first saved email. If new recipients are added to the thread, their email addresses are not matched with Salesforce records for linking

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