Yesware logs activities to Salesforce using the default value set for the "Activity Type" field in your Salesforce environment. If your Salesforce is currently defaulting to “Call,” Yesware will follow that setting—even for email-related activity.

To ensure tracked emails are logged as “Email” instead of “Call,” you have two options:

1. Change the Default Activity Type in Salesforce

Ask your Salesforce Administrator to:

• Navigate to:
  Salesforce > Setup > Customize > Activities > Task Fields > Activity Type

• Uncheck the default checkbox for “Call”

• Optionally, set “Email” as the new default

This will ensure that new Yesware tasks default to “Email” rather than “Call.”

2. Use a Workflow Rule or Field Update

If you want more granular control, your Salesforce Admin can create a workflow rule or field update that:

• Detects tasks created by Yesware (e.g., based on a Yesware-specific field or marker)

• Automatically updates the Activity Type field to “Email” for those tasks

This option is useful if your team uses different defaults across departments or wants to automate the change without altering the global default.