- From Setup, in the Quick Find box, enter Report Types , then select Report Types.
- Click New Custom Report Type.
- Select List Emails as the Primary Object. Complete the fields and click Next.
- Optionally, select the List Email Sent Results secondary object and save the report.
How do I create a report on all activities in Salesforce?
In Salesforce, click Reports > New Report 2. Select Activities > Tasks and Events and then click Continue. 3. Click the Filters tab in the left hand menu. 4. Change the Show Me filter to All Activities and click Done. 5. Click the Date filter and select a date range to report on and click Apply. 6.
How do I report email activity with contacts not in Salesforce?
Ebsta also provides full activity reporting that includes communications with Contacts not in Salesforce. To create an Email Activity Report, Ebsta's Native email sync needs to be running for all users. If you haven't already set this up, please refer to the following article:
How do I report email bounces in Salesforce?
These reports include the reason the email was bounced, the date the bounce occurred, and the Contact, Lead, or Person Account that bounced the email. Use the standard Bounced Contacts or Bounced Leads report (Salesforce Classic only) 1. Click the Reports tab.
How to manage subscriptions in Salesforce Lightning?
In Salesforce Lightning, here’s how to do it. Click on the Reports tab and find the All Reports option on the left-hand side. At the top, you’ll see a tab labeled Subscribed. Now, you can manage your subscriptions and add new reports. Next, look at the sidebar on the left and click the option that says All Reports.
Can you report on list emails in Salesforce?
Use the List Email report to analyze important data, like open rates and bounces, about your list email sends. The List Email report breaks down important data for your sent emails, including number of emails sent, unique clicks, unique click rate, total clicks, and total click rate.
How do I create a report of all contacts in Salesforce?
1:518:57How To Build A Salesforce Contact Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo my first step is to save it my second step is to go into the filters. Section each report hasMoreSo my first step is to save it my second step is to go into the filters. Section each report has three sections the filter section the preview section and the filled section.
How do I track email activity 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 check email deliverability in Salesforce?
From Setup, enter Test Deliverability in the Quick Find box, then select Test Deliverability. Enter your business email address. Click Send. Salesforce sends a test message from all IP addresses to your business email address.
How do I run a report of Contacts in Salesforce?
Report on the Primary Contacts for ActivitiesClick the Reports tab.Click New Report.In the Activities section, select Tasks and Events.Click Continue (Lightning Experience) or Create (Salesforce Classic).From the Fields list, drag and drop the Contact field onto the report.More items...
How do I export an email list from Salesforce?
Log in to your Salesforce.com account, then click the “Reports” tab in the top navigation menu.Click the “Create New Custom Report' button to open the Report Wizard.Click the “Account Type” drop-down box, and then click the contacts to export.More items...
How do I create an email activity 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...
How do I query email logs in Salesforce?
From Setup, enter Email Log Files in the Quick Find box, then select Email Log Files. Click Request an Email Log. Optionally, you can filter an email log to only include entries where a specific domain name or email address appears in a field, such as Recipient or Message ID Header .
How do I create an email report?
Click Select Email(s). Click the checkboxes next to the desired email(s) that you want in the report in the drop-down menu that appears. Optionally, add filters. Click Build Report.
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 is Salesforce email relay?
In simple terms “Email Relay” means that any email that needs to go out from your Salesforce Org will be sent through your company's email (SMTP) Server and not through Salesforce SMTP Servers. There are different scenarios under which emails can be sent out from a Salesforce Org.
What is test deliverability in Salesforce?
Required Editions However, using the Test Deliverability feature, you can easily send an email to yourself from each of the potential Salesforce IP addresses. If you receive all emails, then you aren't blocking any of the Salesforce IP addresses.
How Do Salesforce Reports Work?
You can think of a report as a list of information with all the information you’ve asked Salesforce to provide. For example, this could be a list of prospects that your sales team will call, accounts in default, or open support cases that need follow-up. Salesforce looks for the criteria you select and presents users with a list of that data.
Why Should You Use Salesforce Reports?
Birds-eye view of data Reports can tell you information at a glance to quickly take action. Fast, accurate responses can give you a leg up on your competition. For example, time required to prepare for a meeting could be reduced by automatically mailing reports out to your team.
Before Subscribing to Reports, Check Your Permissions on Salesforce
You will need different permissions for report subscriptions depending on who you’re trying to add and how you intend to do it.
How to Subscribe Yourself to Salesforce Reports
Now that you know what permissions you need, you can subscribe to whichever reports you like. To do this in Salesforce Classic, follow these steps.
How to Subscribe Other Salesforce Users to a Report
Now that you know how to subscribe yourself to reports, you can subscribe others as well. Salesforce allows you to choose users, groups, and roles for report subscriptions. So, for example, you can send reports on how many hours your dev team has worked for a client to your Human Resources department, so they’re billed correctly.
How Do I Manage Report Schedules in Salesforce?
Report schedules make sure that the information in your reports is up-to-date. The Schedule Report page lets you manage the frequency and conditions for sending out scheduled reports. Here, you can schedule a new report run, change an existing schedule, view current schedule jobs, and delete scheduled runs.
How Do I Manage Report Notifications?
Notifications for reports let you know when data meets a particular set of criteria that you set. You can select what you want to be notified about and what conditions are essential to you to receive relevant notifications. You can also set up notifications for the Salesforce app, email, and on Chatter.