Slaesforce FAQ

how to track inbound emails in salesforce

by Tamara Beier Published 2 years ago Updated 2 years ago
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  • Quickly See Whether Emails Have Been Opened. In the past, it was necessary to run a manual report in Salesforce to see whether emails had been opened.
  • Enable Enhanced Email and Email Tracking. To track emails in Salesforce, you need to first enable Enhanced Email and Email Tracking. ...
  • Sending Mass Emails in Salesforce Lightning Experience. To send mass emails under the Salesforce Lightning Experience, need to first enable “Allow sending list emails” under user permissions.
  • Going Beyond Salesforce With MassMailer. Even with these additions, there are still some limitations to 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 enable email tracking in Salesforce?

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.

What is inbound email service in Salesforce?

Inbound Email Service: When we get an email from the external system to Salesforce, the apex class will process the emails, attachments & perform the requested operation. To perform this you have to write apex class by implementing the “Messaging.InboundEmailHandler” interface.

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

How do I work with email sent to Salesforce apex?

Use Apex to work with email sent to Salesforce. You can use Apex to receive and process email and attachments. The email is received by the Apex email service, and processed by Apex classes that utilize the InboundEmail object. The Apex email service is only available in Developer, Enterprise, Unlimited, and Performance Edition organizations.

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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 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 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.

How do I enable HTML email tracking in Salesforce?

In Salesforce Classic, you can see email tracking information in the HTML Email Status related list and the HTML Email Status report....From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.Select Enable Email Tracking.Click Submit.

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 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.

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 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 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 track an HTML email?

To track emails from the Contact's page in Classic hover over the HTML Email Status link at the top of the page. To track emails from the Contact's page in Lightning look for a "last opened" or "unopened" message under the Past Activities section on the right side of the page.

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