Slaesforce FAQ

how to track emails on custom objects salesforce

by Iva Gaylord PhD Published 2 years ago Updated 1 year ago
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Is there a custom object for inbound email in Salesforce?

Thanks. You do not need any custom object to handle the particular issue. Salesforce have an object called InboundEmail that stores incoming email contets and attachement. You can configure everything using email services.

What is inboundemail in Salesforce?

Salesforce have an object called InboundEmail that stores incoming email contets and attachement. You can configure everything using email services. I have attached two links that will help you to get more details about Apex Email Services and the object.

How to send an email to Salesforce organization wide addresses?

Ex: [email protected] and add this email to your Organisation-Wide-Addresses In your dedicated Email, enable email forwarding to the salesforce Email. While sending an email, send it only through the dedicated email.

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Can you track emails sent from 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 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.

Can you send email from a custom object in Salesforce?

Email to Any Standard or Custom Object e2a delivers Email-to-case to any Salesforce object, including custom objects. Email-to-Lead and Email-to-Opportunity are common use cases, along with Email-to-Custom-Case. e2a enables you to create or update any record in any object from inbound emails.

How do I enable track activity in Salesforce?

Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.

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 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 send an email from Salesforce lightning?

Send Email from a Record in Lightning ExperienceOpen the record from which you want to send the email.Click the Activity tab and then click Email. ... Write your email. ... Add attachments if you need to.To add multiple attachments from your computer, drag the files into the body of the email.Preview and send.

What activities can you track in Salesforce?

Use Salesforce to track meetings with customers, prospects, and colleagues. Drill down from events to related records, feeds, files, contracts, and more. You can also track events in reports. Review additional considerations for activities.

How do I track actions in Salesforce?

9:0743:06Effectively Using Salesforce Activities - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you were to go open this up you can actually look at different ways but the split view is veryMoreIf you were to go open this up you can actually look at different ways but the split view is very handy because as I go through here. And I click on these I can look and see the detail of the task.

What is history tracking in Salesforce?

Salesforce allows you to track up to 20 fields per object (both standard or custom objects). By enabling Field History Tracking, you will see who made the change, the date it was updated, and the previous value of the field. This feature helps you with a useful audit trail for reviewing or troubleshooting past changes.

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