What is the enhanced email feature in Salesforce?
When the Enhanced Email feature is activated, emails sent from Salesforce are logged as Email Messages and Tasks. The email messages are displayed in the Related List on the Object the email is sent from.
Is it possible to edit email messages in Salesforce?
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.
Where are the email messages and tasks displayed in Salesforce?
The email messages are displayed in the Related List on the Object the email is sent from. The Tasks are NOT displayed on records in Salesforce with Enhanced Email activated. To learn more, please review Considerations for Enabling Enhanced Email.
Is the emailmessage object supported in Salesforce for iOS and Android?
Note: The EmailMessage object is not currently supported in Salesforce for iOS or Android, and users will not be able to view any related attachments from Enhanced Emails from the Task.
How do I check email activity in 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 use enhanced email in Salesforce?
From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email.Click Enable.Update the Email Message page layout to: Add the Related To field. Then, your users can see which records are related to an email. Remove the Parent Case field from the Email Message page layout.
How do I turn off enhanced email in Salesforce?
To edit the outbound email message in Salesforce, then Enhanced Email functionality should be Disabled. Click Disable. Now, try to edit outbound Email message on any object.
How do I fix unresolved email in Salesforce?
In Salesforce Classic, access your unresolved events from the sidebar shortcut Unresolved Items. In Lightning Experience, click your profile picture, then click Settings | Email | My Unresolved Items. Quickly review unassigned items by type using the tabs Contacts, Events, and Tasks. View your unassigned items.
How do I enable enhanced email in Salesforce lightning?
EmailMessage is a standard Salesforce object, and that's how you get all of these great new email features. To enable Enhanced Email, go to setup menu, search for Enhanced Email, and click Enable button. All existing email sent prior enable enhanced email will NOT change.
How do I track an automated 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...
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.
What is lightning sync in Salesforce?
Lightning Sync is designed to sync contacts and events simply and securely between Salesforce and your Microsoft or Google email service. Learn about how that design impacts how data flow between systems and the configurations requirements you must meet to setup the product.
What are unresolved items in Salesforce?
Microsoft or Google items that those Salesforce products can't automatically match to Salesforce records appear in My Unresolved Items. That way, sales reps can review items and match them manually.
Where do I find email notifications in Salesforce?
0:075:32How To Use SALESFORCE Email Notifications and Unresolved ...YouTubeStart of suggested clipEnd of suggested clipClick on the Advanced Settings tab. And here you will find the chargin admin email address fieldMoreClick on the Advanced Settings tab. And here you will find the chargin admin email address field enter an email address here where you would like the email notifications to be sent from Salesforce.
Which of the following types of items will appear in the My unresolved items list?
The My Unresolved Items screen displays Contacts, Events, Emails and Tasks that are unresolved.
Tuesday, November 13, 2018
With Enhanced Email, emails sent from Salesforce are logged as Email Messages and Tasks, read this as: Salesforce create 2 records: 1 record in EmailMessage (02s) and 1 record in Task (00T). There is a field in EmailMessage point to Task called ActivityId.
Salesforce: Enhanced Email & Email Tracking
With Enhanced Email, emails sent from Salesforce are logged as Email Messages and Tasks, read this as: Salesforce create 2 records: 1 record in EmailMessage (02s) and 1 record in Task (00T). There is a field in EmailMessage point to Task called ActivityId.
