Slaesforce FAQ

how to find email correspondence on salesforce

by Gage Beahan Published 3 years ago Updated 2 years ago
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Find your Salesforce BCC Email Find your user name at the upper right corner and select the drop down bar. Select "My Settings" or "Setup" from the drop down bar. Select the Email tab under “My Settings" and click on “ My Email to Salesforce " tab You will see your email to salesforce address ...

Full Answer

How do I Configure my Salesforce Org to receive emails?

You can even configure your Salesforce org to receive emails for tracking purposes. To find a detailed breakdown of your org’s emails, you go to the Email Logs: Setup > Monitor > Logs > Email Log Files

Can I track emails sent from Gmail to Salesforce?

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.

What is the email log in Salesforce?

The email log is like an access panel down in the basement plumbing of your Salesforce org. Rarely used, but absolutely critical when you need it. The steps above give you the email metrics you need if your business depends on a large volume of emails. Based on this you can made your decision as to how to control email flow in your business.

What is enhanced email in Salesforce?

With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records. EmailMessage is a standard Salesforce object, and that’s how you get all of these great new email features. You can also turn off email tracking for specific individuals if necessary.

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Can you track emails 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 do I view email records in Salesforce?

Hover mouse over the email will not show any URL, click "View full email" will open the full email as email stream. Reference: EmailMessage.

How do I find my 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...

What are email messages in Salesforce?

The Email Message record respects established mail paradigms for compliance. 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.

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 I check email logs?

Use Email Log Search (ELS) to find and review email messages sent and received by users in your domain within the last 30 days. Review all messages, or search for specific messages by email address or message ID. You can download ELS search results to a Google Sheet or CSV file.

What is outbound email message in Salesforce?

Outbound email service in salesforce Outbound email services are used to send an email to the external system using the Apex code. There are two types of outbound email services in salesforce. These are single email messaging and mass email messaging.

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 to track emails sent through Salesforce?

Under “Setup,” go to “Activity Settings.”. Click on “Enable Email Tracking.”. Submit the information: from then on, you’ll be able to view the email tracking for all emails sent through Salesforce. In the Lightning Experience, email tracking information will be seen under the activity timeline.

How to send mass email in Salesforce?

Sending Mass Emails in Salesforce Lightning Experience 1 Create a contact or lead list or a campaign list. 2 Select the contacts you want to send an email to. 3 Click on “Send List Email” in the upper right corner. 4 Create an email, optionally with an email template. 5 Review the email and send it.

How many emails can you send in Salesforce?

Salesforce still limits emails to 5,000 emails per day and there are file size limitations on attachments. To get past these limitations, you can use MassMailer. Not only does MassMailer alleviate Salesforce email limits, but it also works with Salesforce templates and provides built-in email tracking features.

Does Salesforce track emails?

Salesforce has launched a new feature that is intended to provide better tracking for user interactions, such as email opens. Through better data, you can improve your entire marketing and sales campaigns. Here’s how you can start to track emails in Salesforce….

Can you see if an email has been opened in Salesforce?

Now, Salesforce makes it possible to see whether an email has been opened in the Activity Timeline. Next, to any emails that were sent to customers, you’ll see whether the email is unopened or if it was read. You’ll even be able to see when the email was first opened and last opened.

Can you turn off email tracking in Salesforce?

You can also turn off email tracking for specific individuals if necessary. Some customers may not feel comfortable being tracked through Salesforce and may request that the features be turned off. This is done through the Data Protection and Privacy section, with the “Don’t Process” and “Don’t Track” preferences.

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