Slaesforce FAQ

how long do emails last in salesforce

by Leonie Schimmel IV Published 2 years ago Updated 2 years ago
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Each email log can span a maximum of seven days. To see email log data for a duration longer than seven days, create multiple requests. Email logs include emails sent through email actions, list email, and mass email, as long as the emails are sent through Salesforce.

Full Answer

How many emails can I send in a day in Salesforce?

1000 for mass. Emails sent via Salesforce will contribute to the daily mass limit except those sent to internal e-mails, including partner users. The General Email limits include things like attachment sizes, for example, which have their own limits. You can send 100 emails per SingleEmailMessage.

How long can I get email logs for?

Every email log can only span a maximum of 7 days. However, it’s still possible to get email logs for more than 7 days by submitting multiple requests.

What are Salesforce email logs?

The logs contain the information for each email, such as the sender and the recipient for the email, date and time, any associated error codes, and delivery time. In this article, I will show you how to work with Salesforce Email logs. Here is a broad outline of what you will cover in this blog.

What is the difference between single email and mass email in Salesforce?

Single email in UI can be used by workflows, alerts and notifications etc, where as mass emails can be used in the UI to send mass emails to contacts and leads using a template. Thanks for contributing an answer to Salesforce Stack Exchange!

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How are Salesforce emails stored?

After you send an email, Salesforce creates an email record to track the email and store its content. The activity feed includes a link to that email. If you sent email to a contact or lead, each of those records includes a link to the email.

How long Salesforce keep records?

As communicated previously, Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via Data Loader or the API.

Does salesforce inbox automatically log emails?

Automatically captured emails and activities are retained for 24 months by default. You can adjust the retention period to be as short as 30 days and as long as 5 years.

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.

How long does Salesforce data last?

Salesforce guarantees to retain your field history data for up to 18 months through your org, and up to 24 months via the API.

How long data is stored in Salesforce?

Einstein Activity CaptureLicense or environmentData stored over time and available on the activity timelineSales Cloud Einstein Inbox High Velocity Sales Revenue IntelligenceDefault is 24 months Contact Salesforce Customer Support to change the storage amount. Amount can range from 3 months to 5 years.2 more rows

Where do logged emails go in Salesforce?

Logging Email Attachments Email attachments are added as files in Salesforce. Your Salesforce setup determines where you can find the attachments. When emails are logged as tasks, attachments are available in the Files section of the Salesforce Email page layout.

How do I see logged emails in Salesforce?

How to Get the Email Logs in SalesforceFrom Setup, enter Email Log Files in the Quick Find box, then select Email Log Files.Click Request an Email Log.Email Logs.Email Log Request.Log Data Options.Fill all the details and click “Submit Request” button.You can download it from your email.

How do I record emails in Salesforce?

Select an email and click the Record to Salesforce button in the top left corner of the Outlook Ribbon. Tip: There are four other ways to access the Record window for LinkPoint Connect. Right click an email in the inbox and select Record to Salesforce from the menu.

What is the cost of Salesforce Inbox?

$25 per month per userSalesforce Inbox licenses costs $25 per month per user, and is integrated with Gmail and Outlook.

What does Salesforce Inbox include?

With Salesforce Inbox, you have a two-in-one CRM and email tool that allows you to sync up your entire sales system. Track customer communications, follow up with leads, automate updates, calculate ROI on your email campaigns, and increase team productivity all with Salesforce's easy-to-use software.

What is a Salesforce Inbox license?

An Inbox license unlocks Inbox features in the Outlook integration, Gmail integration, and Lightning Experience, and also provides access to the Inbox mobile app. Outlook and Gmail Integration and Inbox Features.

Background

Email is so 2005, and yet traffic volumes are still growing 4% per year. It’s still an important vector for communications but with flaws due to its design heritage.

Compliance BCC Email for help with troubleshooting

The title may sound officious, but Compliance BCC is really handy for troubleshooting.

Authenticate your email: SPF

Sender Policy Framework (SPF) shows that another server (e.g. salesforce.com) has permission to send on behalf of a whole domain (e.g. salesforceben.com) and is much stronger than a verified email address (which only proves that you had access to a single email address for a moment in time).

Tamper-proof: DKIM

After SPF, along came another progression. DomainKeys Identified Mail (DKIM) shows that no one altered your email on route from the sender’s email server, to the recipient’s email server.

DMARC

SPF shows that the sender is valid, DKIM shows that the email hasn’t been interfered with, but what about the rest of the emails that appear to be coming from your domain? Is it a forgery (just like anyone can print a letterhead) or should the email still be considered valid? Domain-based Message Authentication, Reporting and Conformance (DMARC) completes the set and tells the recipient email server what to do..

Testing and Further Reading

You may want to use the DMARC.org’s resources to test your SPF, DKIM and DMARC setup. DNS changes can take up to 48 hours to percolate, so do remember to be patient!

Activity Timeline

When you look at a record in Salesforce Classic, such as a contact or opportunity, you use the Open Activity and Activity History related lists to stay on top of activities.

Recap the Latest Activities

Your colleague is out of the office, and you’re handling their accounts until they get back. When a client calls, how do you get up to speed on what’s been happening?

Find the Activities That Matter Most

If you’ve been working with an account, opportunity, or other record for any length of time, you probably have a mix of activities in the activity timeline. How do you find the details you’re looking for?

Tasks and Task Lists

There’s no Tasks tab in Salesforce Classic beyond the My Tasks list on the Home page.

Keep Your To-Dos Up to Date

Another great aspect of the task list is that while you see the list on the left, expanded details appear to the right for whichever task you have selected.

Calendar

Salesforce Classic includes a calendar to help remind you about appointments.

View Other Calendars

What’s especially helpful in Lightning Experience is how you can share your calendar and view your colleagues’ calendars from your calendar. Plus, you can add multiple calendars at the same time with user lists. If you don’t see user lists as a search category in the Add Calendars dialog box, ask your admin about setting up user list calendars.

What can be synchronized in Salesforce?

Contacts, Events and Tasks can be synchronized and categories can be used to determine which records will synch. It can also be setup to manually select emails to record in Salesforce or to automate the logging of all inbound and outbound emails.

What does setting a reply email address mean?

Setting a reply email address means that it will go to that email address, and not to Salesforce. Workflows rules can be setup to send emails. Workflow emails work the same way as sending an email manually from a record, except that when defining the email alert, you can choose which from address to use.

Does Salesforce have a terminal server?

Each user determines what synchs individually. Salesforce for Outlook doesn’t support terminal servers, such as Citrix.

Does Salesforce support Citrix?

Salesforce for Outlook doesn’t support terminal servers, such as Citrix. Citrix Supported Outlook Integration. If you are in a Citrix environment, then you will need to look for an alternative to Saleforce for Outlook, as it isn’t supported.

How many emails can you log in Salesforce?

Salesforce allows you to have a maximum of 3 email log requests at any particular time. Email logs are only available for messages that have been sent within the past 30 days before your request. Every email log can only span a maximum of 7 days.

Why do companies use Salesforce?

Companies use Salesforce to perform activities like marketing to customers, tracking customer activities, and many others. When using Salesforce, you will send and receive emails regularly. Due to this, there is a need for a mechanism that can help you monitor your emails. Thanks to the Salesforce Email Logs feature, ...

How to get email logs in Outlook?

Step 1: From Setup, type Email Log Files in the Quick Find box and select “Email Log Files”. Step 2: Click “Request an Email Log”. Step 3: You have the option of filtering the email log to only include rows in which a particular domain name or email address appears in a field, like Recipient or Email ID header.

What is Salesforce CRM?

Salesforce is a customer relationship management (CRM) product that helps bring companies and customers together. It’s an integrated CRM platform that gives all your company departments a single, shared view of each customer. Before Salesforce, companies hosted their CRM solutions on their own server. Due to this, companies took a lot of time and cost to have their own CRM solutions. Even after setting up a CRM solution, it was not easy to use it. This changed after the introduction of Salesforce.

How long is Hevo free?

You can try Hevo for free by signing up for a 14-day free trial.

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