How do I see email history in Salesforce?
In Salesforce Classic, email tracking applies to HTML-based emails and mass emails….Lightning Experience organizations must enable Enhanced Email.
- From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
- Select Enable Email Tracking.
- Click Submit.
How do I create an Activity History report in Salesforce?
Create an Email Activity Report in Salesforce
- In 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.
Can you track email 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 to send and record email alerts in Salesforce?
One of the most popular ideas in the Salesforce community, outstanding for 11 years with 47,300 Points and 4,750 Votes, is the ability to send an email alert and record it in the activity history. There are workarounds available, such as saving a completed task, but none of these saves the specific content of the email.
How do I track email opens and clicks in Salesforce?
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.
How are emails saved in Salesforce enhanced email?
With Enhanced Email, emails in Salesforce are saved as EmailMessage records instead of Task records. EmailMessage is a standard Salesforce object, and that’s how you get all of these great new email features. You can also turn off email tracking for specific individuals if necessary.
How to send mass email in Salesforce classic?
Create a contact or lead list or a campaign list. Select the contacts you want to send an email to. Click on “Send List Email” in the upper right corner. Create an email, optionally with an email template. Review the email and send it. In the past, you couldn’t send mass emails without switching to Salesforce Classic.