[SalesForce] How to capture Workflow email alerts under activity history with date and time

I am sending a reminder email through workflow email alert. I need to capture those email alerts under Activity history

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Ex: I have set an email alert to trigger 15 days before today. Assume email triggered on 15th Aug at 02:30 PM. I need to capture that email alerts under Activity history with date and time. If we can capture workflow email alerts under the Activity history we can capture the date and time also I believe.

Best Answer

When using Workflow rules to trigger email alerts, activities are not automatically logged when the email is sent.

So to do this, have the Workflow trigger a task (in addition to the email alert that is sent). You can assign the task to the record owner, creator, a certain role, or a specific user. You can also set the task to "Completed" so it will just be used for tracking purposes.

Once the Workflow is triggered, the email will be sent and a completed activity will be logged on that particular record simultaneously.

You can also vote the idea here: Workflow email alerts to contacts should be recordable as activity history

Log an activity when using Workflow Rules to send email alerts