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Salesforce Emails
Email is where a lot of client conversation actually happens. When your team sends or receives emails logged against Salesforce records, WorkSights captures them and adds them to the timeline. This gives leaders visibility into client communication as it happens, alongside the deal and case activity it supports.
For connection steps and an overview of how Salesforce activity works, see Salesforce Integration Overview.
How Email Activity Appears
Emails are captured via the polling sweep and appear within 10 minutes of being logged in Salesforce.
Email activities appear in the Email category. Each entry includes the subject, sender, recipients, direction (incoming and outgoing), and a body preview so the substance of the communication is visible directly on the timeline.
What WorkSights Receives
WorkSights captures email messages logged against Salesforce records via two complementary paths. When Salesforce Enhanced Email is active, emails create an activity on the Task stream that WorkSights picks up in real time, with the full email detail resolved from the associated EmailMessage records, which backfills 30 days of email history on first connect.
This means email activity is covered whether or not your org uses Enhanced Email, and the two paths deduplicate automatically so each email appears once on the timeline regardless of which path captured it first.
What Is Not Captured
Email sending is only captured when emails are logged against Salesforce records. Emails sent outside of Salesforce or not associated with a record will not appear.
Marketing emails and bulk sends are not ingested.