Slaesforce FAQ

does salesforce inbox count your views

by Zora Stokes Published 2 years ago Updated 2 years ago
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Single emails sent using the email author or composer in Salesforce don't count towards this limit. There’s no limit on sending single emails to contacts, leads, person accounts, and users in your org directly from the Account, Contact, Lead, Opportunity, Case, Campaign, or custom object pages.

Full Answer

What is included in Salesforce Inbox?

An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Email integrations let sales reps work with Salesforce data directly in Microsoft Outlook and Gmail or in the Salesforce Inbox mobile app.

How can I tell if an email has been read 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.

Does Salesforce do email tracking?

In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.

What can reps do with Inbox features?

With Inbox Features, Reps Can: Schedule meetings with customers and prospects, oftentimes going back and forth trying to get something scheduled. Insert open time slots from their calendar directly in their email message. Recipients select which time works best for them, and the integration schedules the meeting.

What are email insights in Salesforce?

Einstein Email Insights give sales reps critical sales context alongside relevant emails, making it easier for them to send the perfect response at the perfect time.

How do you put a tracker in an email?

Sending a tracked email is simple....How to Track an EmailEstablish company guidelines on email tracking practices. Technology like email tracking can be used to improve the customer experience, but it must be used responsibly. ... Install an email tracking app. ... Compose an email. ... Check the "Track" box.

What can you track with Salesforce?

Sales Cloud email tracking helps your sales team stay up to date by instantly capturing new email leads and adding them to your Salesforce CRM....Features:Contact management.Lead management.Sales forecasting.Workflow automation.File sync and share.Data reporting and analytics.

How do I track outbound emails in Salesforce?

Track Outbound Emails Sent by Each User in SalesforceAccess the "Type" picklist field from Setup. ... Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.Click Save.More items...

Is email bounced field in Salesforce?

Bounce Management is a feature in Salesforce used to track the delivery of Emails. If the email specified in the contact is wrong, that email gets bounced and Salesforce displays an alert next to that email address and prevents users from sending email to the address until it is updated.

What happens when your reps enter the same data in Gmail and Salesforce?

When you integrate Gmail and Google Calendar with Salesforce, you help your reps spend less time entering data and switching between applications. You also help sales teams track important email conversations relevant to Salesforce records.

Does Einstein activity capture cost money?

Einstein Activity Capture is a part of Sales Cloud Einstein, and costs $50 per user per month.

How much is Outlook integration for Salesforce?

Salesforce Inbox is a commercial ($25 per user/month as of Jun 2020) version of Outlook/Gmail Integration & Sync with additional features enabling: Composing emails from templates.

Why is Salesforce an app?

Because Sales is always on the go, Salesforce has made sure to make all of this available in an app, so email sends and reminder tasks can be done without a bulky laptop. This product was created with Sales in mind and really can improve efficiency and accuracy, so they can focus on closing those deals!

How many hours do sales reps spend on email?

Not only that, but they are also one of the most time consuming priorities that Sales reps have. It is not uncommon for reps to spend an average of 13 hours per week on reading, composing, or sending email messages.

Can you send emails later in Salesforce?

Sales reps can also use a “Send Later” feature that allows emails to be sent on a delay from within Salesforce. This allows your reps to take full advantage of the most opportune time to reach out to prospects and customers.

Is Salesforce Inbox per user?

Although Salesforce Inbox is included in a lot of packages, including High Sales Velocity and Sales Cloud Einstein, there is still a per-user cost. Also, it looks like emails cannot be linked to custom objects via the mobile app.

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