Does Salesforce have email tracking?

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 turn on email tracking in Salesforce?

In Salesforce Classic, email tracking applies to HTML-based emails and mass emails….Lightning Experience organizations must enable Enhanced Email.

1. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
2. Select Enable Email Tracking.
3. Click Submit.

Can you track open rates in Salesforce?

You can turn on tracking for all Salesforce emails, or allow recipients to specify that they don’t want emails from you to be tracked. You can also filter out engagements based on the reader’s email IP address.

How do I track outbound emails in Salesforce?

Track Outbound Emails Sent by Each User in Salesforce

1. Access the “Type” picklist field from Setup.
2. Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email.
3. Click Save.

What is enhanced email in Salesforce?

Enhanced Email gives you and your users a ton of email functionality to better drive your business processes, including the ability to relate emails to other records, add custom fields to emails, use triggers with emails, modify the email layout, and manage emails using the Salesforce API.

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.

How do I use enhanced email in Salesforce?

1. From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email.
2. Click Enable.
3. Update the Email Message page layout to: Add the Related To field. Then, your users can see which records are related to an email. Remove the Parent Case field from the Email Message page layout.

Why you shouldn’t use Einstein activity capture?

When Einstein Activity Capture is the Right Choice The biggest disadvantage of Einstein Activity Capture is that the captured data is not available beyond the Activities Analytics Dashboard and Activities Timeline.

What is the difference between lightning sync and Einstein activity capture?

Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.

What object are emails in Salesforce?

When Enhanced Email is enabled, Salesforce will create EmailMessage object. Emails sent from Salesforce are saved as Email Message records and Task records. There is a link from the Email Message record to a Task record, which is ActivityId field.