
To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you’ll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
Full Answer
How to check the status of email in Salesforce?
It's only for the past 30 days and you would have to manually check it. From the email log page: "Email logs describe all emails sent through salesforce.com and can be used to help identify the status of an email delivery.
What are email logs in Salesforce?
From the email log page: "Email logs describe all emails sent through salesforce.com and can be used to help identify the status of an email delivery.
How to track email alerts in Salesforce?
This tracking of mails can be done by mass email service providers like Massmailer from salesforce app exchange. For this, you might need to visit and look forward to this application. A simple solution to have a log of the email alerts: You can add a task (in addition to the email alert) to the workflow actions.
Is it possible to send an email from Salesforce only?
It also sits well outside of “only” Salesforce, as it touches all email services. You may want to ask your IT department whether this has been set up, but beyond that, proceed with extreme caution as getting this wrong can adversely impact email sending across your entire organisation.
Can I see emails sent from Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email's task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
How do I track an email in Salesforce?
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.
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...
How do I see what email is triggered in Salesforce?
Use Email Logs to Monitor Emails Sent from SalesforceConsiderations for Using Email Logs. Before using email logs for your Salesforce org, review a few details.Request an Email Log. With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. ... Email Log Reference.
How do you track emails?
Intelliverse Email Tracker This email tracker can come as a plugin for Microsoft Outlook or as a Chrome extension for Gmail. It provides information on when and where the email was opened as the device details, all within your inbox. It will track unlimited emails and provide real-time notifications.
How do I enable email tracking?
Enable Email Tracking in GmailClick the Email Tracking button in the compose panel.The Email Tracking button will turn green to indicate that tracking is enabled. ... Click Send.You will receive a real-time notification* when the email has been opened by the recipient.More items...
How do I run an email report in Salesforce?
Report on Email MessagesFrom Setup, in the Quick Find box, enter Report Types , then select Report Types.Click New Custom Report Type.Select Email Message as the Primary Object. ... Optionally, select a secondary object from among these options and save the report.More items...
What are email logs in Salesforce?
With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. Logs contain information on each email, including the sender and recipient, date and time, delivery status, and any associated error codes. Email logs are in CSV format.
How do you analyze email logs?
0:202:46How to Analyze Salesforce Email Logs - YouTubeYouTubeStart of suggested clipEnd of suggested clipFirst we need to go to setup. And on the quick find we type email logs and select from below in thisMoreFirst we need to go to setup. And on the quick find we type email logs and select from below in this section. We can request the logs to sell force. Now we click on request an email log.
How do I track an Outlook email in Salesforce?
To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. Once this is done, you'll be able to track emails that have been sent from Gmail, Salesforce, Email Relay, and Office 365. With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records.
How long can you monitor emails sent through Salesforce?
With email logs, you can easily monitor emails sent through Salesforce in the last 30 days. Logs contain information on each email, including the sender and recipient, date and time, delivery status, and any associated error codes. Email logs are in CSV format. This is a great tool for admins to Monitor Emails.
Can you filter email logs?
Optionally, you can filter an email log to only include rows where a specific domain name or email address appears in a field, such as a Recipient or Message ID Header. To enter more than one filter term, separate each value with a comma.
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!