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Salesforce

Why am I receiving an email for every task that is created in Salesforce?

Last updated: December 22, 2016

Available For:

Marketing: Pro, Enterprise
Sales: Professional

With Salesforce in the process of rolling out Winter '15 to their customers, there is an important update that pertains to any integrated customer that is using HubSpot to create Salesforce Activities in Salesforce. To check if you are creating activity data in Salesforce, navigate in HubSpot to the Account Menu > Integrations > Engagement Type Mappings. If any of these options for Marketing or CRM Engagements are checked, then you are creating activities in Salesforce. You may also create Salesforce activities via HubSpot workflows.

Salesforce Activities

If you would like HubSpot to keep creating activities without sending a notification each time, there are two options that can be taken in Salesforce.

To undo the setting that was enabled with Winter '15 and return to the settings before the release:

  • In Salesforce, navigate to Setup > Customize > Activities > Activities Settings > disable the 'Enable user control over task assignment notifications' checkbox

If you would like to keep the new setting, you can allow each user to customize their individual activity settings:

  • In Salesforce, have each user click their username in top right next to Setup > My Settings > Calendars & Reminders > Activity Reminders and deselect the 'Email me when someone assigns me a task' checkbox

To find more information on these changes, please refer to the Salesforce release notes found here.

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