Opportunities And Emails
Hi team, I'm working on evaluating 20 for my company. In Salesforce, we have emails visible at the Opportunity level. When/how is the "Emails" tab of the Opportunity populated? The Sync only added emails to new contacts; nothing shows here by adding a contact to the Point of Contact for example.
3 Replies
Ok, I found the "Company" field of the Opportunity needs to be set.
Next question is, how can I import historical emails? They are no longer in Microsoft or may be from people who have left the company, and only live in Salesforce. Assuming I already have all the emails in a database via Salesforce API
Since there's no native Salesforce integration with Twenty, the only other way is probably by creating all of necessary things via API
Just to explain all message related things:
- messageChannel is connected account which is available in Settings > Emails
- messageThread contains all messages in thread
- messageParticipant is a user(s) with whom thread has been created
- message is just a message
- messageChannelMessageAssociations maps messages from account's thread to Twenty's messageThreads
Thanks. I was able to use the GraphQL API to get a message in manually. I'll do that