What is the enhanced email feature in Salesforce?
When the Enhanced Email feature is activated, emails sent from Salesforce are logged as Email Messages and Tasks. The email messages are displayed in the Related List on the Object the email is sent from.
Is it possible to edit email messages in Salesforce?
The email record in Salesforce has to be a non-editable, accurate representation of the mail the end user receives. Unlike the Task object which is editable, Email messages cannot be edited through the User Interface or the API.
Is it possible to turn off email forwarding in Salesforce?
This feature applies to all emails sent through Salesforce; it can’t be turned off for individual emails or customers. Please refer to the below links which might help you further with the above requirement.
Can I send emails through external email accounts in Salesforce?
Emails sent through workflows and triggers are still sent through Salesforce. Bounce management isn’t supported when you send through external email accounts. If your reps send email through Gmail or Office 365, Transport Layer Security (TLS) is handled through the external email service and not through Salesforce settings.
What is Salesforce enhanced email?
Enhanced email allows email message records to be created across all object types where emails can be associated. These types include contacts, leads, accounts, opportunities, cases, campaigns, person accounts, and more. With enhanced email, emails are stored as email message records.
How do I enable enhanced email in Salesforce?
EmailMessage is a standard Salesforce object, and that's how you get all of these great new email features. To enable Enhanced Email, go to setup menu, search for Enhanced Email, and click Enable button. All existing email sent prior enable enhanced email will NOT change.
Where is enhanced email in Salesforce?
From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email. Click Enable. Update the Email Message page layout to: Add the Related To field.
How do I change email settings in Salesforce?
Edit Your Email SettingsFrom your personal settings, in the Quick Find box, enter My Email Settings , then select My Email Settings.Make your changes. Note Depending on your org's settings, if you change your email address, you can be prompted to confirm your identity.
Why email is not sent from Salesforce?
If a single User is not receiving emails from Salesforce, it's less likely to be an issue with the IP allowlisting. If IP addresses are blocked or filtered then several Users will have a problem receiving emails from the Salesforce application.
How do I send more than 5000 emails in Salesforce?
Go to either the Leads or Contacts tab, choose mass emails under the Tools section, and use filters to create your email list. From the salesforce docs: Using the API or Apex, you can send single emails to a maximum of 5,000 external email addresses per day based on Greenwich Mean Time (GMT).
How do I know if someone opened my email in Salesforce?
In Salesforce Classic, you can see email tracking information in the HTML Email Status related list and the HTML Email Status report....From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Email Tracking.Click Submit.
How do I fix unresolved email in Salesforce?
can fix this setting by navigating to Setup>Personal Settings>Email>My Email to Salesforce and ensuring the "If no matching records are found, create a task for each recipient and sent it to "My Unresolved Items" is UNCHECKED. Screenshot attached - hope this helps!
How do you see if an email has been opened in Salesforce?
It is now possible to see whether an email has been opened from the activity timeline in Salesforce – for any emails that have been sent to customers, you'll see whether the email is “unopened” or “read”. You'll even be able to see when the email was first opened and last opened.
How do I set the default email in Salesforce?
Setting up Organization-Wide default Email AddressFrom the Salesforce navigation on the top right click Setup.Select Organization-Wide Addresses by: ... Click Add.Enter a display name in the Display Name field. ... Enter the alias email address in the Email Address field. ... Select Allow All Profiles to Use this From Address.More items...
How do I set up an email relay in Salesforce?
To set up an email relay:From Setup,in the Quick Find box, enter Email Relays , and select Email Relays.Select Create Email Relay.Configure these settings. Setting. Description. Host. ... Save the page.Set up an email domain filter. Important You must set up an email domain filter for email relay to work.
Is Salesforce inbox free?
Salesforce Inbox is a productivity tool to integrate Salesforce with emails, such as Outlook and Gmail. It is available with additional cost, except your company already purchased additional products that include Inbox. Inbox work in Core Salesforce platform which is Sales Cloud, Service Cloud, and Lightning Platform.
Tuesday, November 13, 2018
With Enhanced Email, emails sent from Salesforce are logged as Email Messages and Tasks, read this as: Salesforce create 2 records: 1 record in EmailMessage (02s) and 1 record in Task (00T). There is a field in EmailMessage point to Task called ActivityId.
Salesforce: Enhanced Email & Email Tracking
With Enhanced Email, emails sent from Salesforce are logged as Email Messages and Tasks, read this as: Salesforce create 2 records: 1 record in EmailMessage (02s) and 1 record in Task (00T). There is a field in EmailMessage point to Task called ActivityId.
Lightning Platform Mobile for Mobile App Development with Salesforce
Mobile has always had an effective and transformational impact on companies. But unfortunately, many companies face trouble delivering an intuitive user experience as a customer…
Learn About List and Set in Salesforce
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Email as an Object
Enhanced Email breaks email out as its own object in Salesforce – just like Accounts, Contacts, Activities, Campaigns and so on. Currently email messages get saved with Task records and can get buried amongst them within the Salesforce platform: email acts on various objects depending on how its respective interface and logic are defined.
Email Integration in Salesforce
Email integration is a key reason many of our clients turn to Salesforce in the first place. They often need more than what their email client (often Outlook) can deliver. Their teams would like to customize certain aspects of email management within their organization. To date, email has often been a black box.
Launch Lightning for Your Organization
If you’re interested in making the shift from Classic to Lightning, we’re happy to share our insights on a streamlined process. Contact our team to kick off the conversation.
Is Salesforce and Gmail efficient?
The sales manager, Lincoln, hears that toggling between Salesforce and Gmail isn’t efficient for his reps, and it requires an unreasonable amount of context switching. Maria looks into whether Salesforce offers something to ease the pain.
Can Maria's sales reps connect to Salesforce?
Maria’s sales reps can now connect their Gmail accounts to Salesforce. But her reps need the standard user profile or the “Send Email through External Email Services” user permission. With either one, the next time her reps compose an email in Salesforce, a prompt appears. Then, her reps can start the setup process for connecting their email ...
Review System Requirements
Setting up the integration with Microsoft® Outlook® and Einstein Activity Capture isn’t difficult, but it does require some time. And if you don’t administer Microsoft Exchange, you can get that admin to work with you.
Want to Get Hands-on with the Outlook Integration and Einstein Activity Capture?
In this module, we assume you're a Salesforce administrator with the proper permissions to set up the Outlook integration and Einstein Activity Capture. If you’re not a Salesforce administrator, that’s OK. Read along to learn how your administrator would take the steps in a production org.
Customize the Outlook Integration Pane
After Maria finishes the basics for setting up the integration with Outlook, she customizes features to give her reps the best selling experience. Here’s how.
Sync Contacts and Events with Einstein Activity Capture
Maria’s email integration puzzle is almost done. The final piece is to make sure reps can find the same, up-to-date information whether they’re working in Salesforce or Outlook. That’s where Einstein Activity Capture comes in.
