Slaesforce FAQ

how to track email delivery in salesforce

by Alexane Carter Published 2 years ago Updated 2 years ago
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How can you make it possible to track all emails within Salesforce? Enable the Lightning Experience. Enable Enhanced Email. Under Setup, go to Activity Settings. Click on Enable Email Tracking. Submit the required information. You’ll then be able to view the email tracking for all emails sent through 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.

Full Answer

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 to track email open and read 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. Enable Enhanced Email and Email Tracking

What does Salesforce sendemail success mean?

SendEmail "success" indicates that the salesforce.com MTA tentatively accepted the email. It is actually placed into a mail queue for later delivery (only after the current transaction completes). This is necessary because salesforce.com does not send the email until after the transaction completes.

How to send mass emails in Salesforce lightning experience?

In Salesforce Classic, email tracking will be seen under the HTML Email Status. To send mass emails under the Salesforce Lightning Experience, need to first enable “Allow sending list emails” under user permissions. Create a contact or lead list or a campaign list. Select the contacts you want to send an email to.

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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 check email delivery 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 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 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 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.

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 you put a tracker in an email?

0:061:09How to install Mailtrack's free email tracker for Gmail - YouTubeYouTubeStart of suggested clipEnd of suggested clipThis is how to do it. First visit mailtraq.io and click install. You will be guided through theMoreThis is how to do it. First visit mailtraq.io and click install. You will be guided through the simple installation process which only takes 15 seconds now connect mailtraq to your gmail.

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 I turn on email deliverability in Salesforce?

To configure email deliverability settings, in the sandbox org, from Setup, enter Deliverability in the Quick Find box, then select Deliverability. If editable, set the access level in the Access to Send Email section.

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 enable email logs in Salesforce?

Request an Email LogFrom 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 .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.

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