In Lightning Experience Gear icon | Setup | Feature Settings | Sales | Activity Settings Select Enable Email Tracking.
How do I enable email tracking in Salesforce Lightning?
Enable the Lightning Experience. Enable “Enhanced Email.” 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.
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.
How to track email opens and clicks in Salesforce?
Using MassMailer, you can also track email opens, clicks, unsubscribes, spam report, bounces, blocks, etc. These new Salesforce tools will make it easier to engage with your customers and follow up leads.
How do I monitor HTML emails in Salesforce?
Let's understand how Salesforce monitors HTML emails. Email tracking in both Lightning Experience and Salesforce Classic doesn't apply to emails sent from Cases or emails that use Email-to-Case. In Lightning Experience , use the HTML Email Status report on the Reports tab. This report includes 1:1 emails and list email.
Does Salesforce have email tracking?
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 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 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 can I track an email I sent?
8 Best Email Tracker AppsMailtrack for Gmail. Mailtrack is a simple email tracker that tells you if the emails you sent have been opened or not. ... MixMax. MixMax is another solid email tracking tool that allows you to see when and if someone reads your email. ... Cirrus Insight. ... Yesware. ... Streak. ... Gmelius. ... Snovio. ... ContactMonkey.
How do I run an email activity report in Salesforce?
Create an Email Activity Report in SalesforceIn Salesforce, click Reports > New Report.Select Activities > Tasks and Events and then click Continue.Click the Filters tab in the left hand menu.Change the Show Me filter to All Activities and click Done.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 .
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.
What is the best email tracker?
Comparison of Top Email Tracking SoftwareTool NameEmail ServiceDevicesHubSpotGmail & Outlook, Other email clientsiOS & AndroidMailTrackGmailAndroid (Paid feature)YeswareGmail & OutlookAndroid devices. App for Office 365.BoomerangGmailiOS & Android1 more row•Jun 13, 2022
How do you track whether an email has been opened?
Send a read receipt with an emailIn Gmail, compose your message.At the bottom of the Compose window, click More. Request read receipt. If you don't see this setting, it means you either don't have a work or school account. ... Click Send. You'll get a notification email when your message is opened.