how to have salesforce track outbound emails

How to track email?

1. Click Setup. -Salesforce Classic: select Customize | Activities | Task Fields | Type -Salesforce Lightning: select...
2. Click New and create a new picklist value labeled Outbound Email
3. Edit the Outbound Email picklist value and select the Send Email: Make this value the default for sending an email...
4. Navigate to Reports, then click Create...

Full Answer

How to send an outbound message in Salesforce?

Go to Setup => Search as Outbound in Quick find box => Click Outbound messages. Click the ‘New Outbound Message’ button. Select the Object for which Outbound must be sent and click the ‘Next’ button. Give a suitable name for the Outbound message.

How do I set up email tracking in Salesforce?

From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. 2. Select Enable Email Tracking. 3. Click Submit. 1. Click Setup. 2. Click New and create a new picklist value labeled Outbound Email

How do I enable email tracking for outbound emails?

Select Enable Email Tracking. 3. Click Submit. 1. Click Setup. 2. Click New and create a new picklist value labeled Outbound Email 3. Edit the Outbound Email picklist value and select the Send Email: Make this value the default for sending an email check box.

How to track the outbound message status?

In order to track the Outbound message status, go to Setup and enter Outbound in Quick find box. Click on Outbound messages. Click the button ‘View Message delivery Status’.

Can we 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.

Can Salesforce track email opens?

You can also add the First Opened and Last Opened fields to your email page layouts to see the tracking info for emails not sent through Einstein Activity Capture. In Salesforce Classic, you can see email tracking information in the HTML Email Status related list and the HTML Email Status report.

How do I track an automated email in Salesforce?

The only way to see these emails today is via Email Logs. Go Setup>Administration Setup>Monitoring>Email Log Files.

How do I query email logs 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 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 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.

How do I use email alerts in Salesforce?

Add email alerts to your workflow rule's criteria.Click Add Workflow Action and choose New Email Alert.Enter a description and unique name for the email alert. ... Choose an email template.Select who receives email alerts from the workflow rule. ... Click Save.

What is Einstein activity capture in Salesforce?

Einstein Activity Capture is a productivity-boosting tool that helps keep data between Salesforce and your email and calendar applications up to date. To keep data up to date between applications, Einstein Activity Capture focuses on three types of data—emails, events, and contacts.

How do I report an email activity 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...

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 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 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.

What is outbound message in Salesforce?

Outbound messages generally allow specifying the changes to fields within salesforce and will cause messages to be sent to the designated external servers along with field values. Whenever there is an update in the fields within Salesforce then outbound messages will be sent to the external systems with updated values.

How long does Salesforce keep sending outbound messages?

Thus, Salesforce will keep resending the outbound message for the next 24 hours.

What is an outbound message?

The outbound message is one of the actions in the Workflow Rule. It sends the information to an endpoint that is specified and is designated as an external system or service. Outbound messages are also associated with approval processes or entitlement processes.

How to create a putsreq in Salesforce?

Following steps must be followed in order to create PutsReq: Go to PutsReq and then click the ‘Create a PutsReq’ button. PutsReq URL is generated. Add the SOAP Response for the acknowledgment in the Response Builder.