Create an Email Activity Report in Salesforce.
- 1. In Salesforce, click Reports > New Report.
- 2. Select Activities > Tasks and Events and then click Continue.
- 3. Click the Filters tab in the left hand menu.
- 4. Change the Show Me filter to All Activities and click Done.
- 5. Click the Date filter and select a date range to report on and click Apply.
- From 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.
Table of Contents
Who can I email Salesforce reports to?
You can email users and groups who have Salesforce accounts for delivery to email addresses that are set on their Salesforce profiles. You can send reports only to email addresses included on Salesforce user records.
How to add Outlook emails to Salesforce Records?
To add Outlook emails including attachments to Salesforce records, add email in your Outlook configuration and enable Email to Salesforce from Salesforce setup Allow users to choose attachments in your Outlook configuration to add specific email attachments to Salesforce.
How do I send a refreshed report in Salesforce without email?
If no email is set in My Email Settings, then the refreshed report is sent to the recipient’s email address set on their Salesforce User record. The easiest solution is likely to be a forwarding rule on your corporate email server. Running the report in Apex and generating and sending emails in code would be substantially more complex.
What is Salesforce email and how do I enable it?
Once Salesforce Email is enabled, users can access the My Salesforce Email page to view their unique Salesforce email and customize their settings. When sending an email from an external email application, use Email to Salesforce to automatically associate that email with your leads, contacts, opportunities, and other specific Salesforce records.
How do I add a contact to a Salesforce report?
Required Editions and User PermissionsClick the Reports tab.Click New Report.In the Activities section, select Tasks and Events.Click Continue (Lightning Experience) or Create (Salesforce Classic).From the Fields list, drag and drop the Contact field onto the report.More items…
How do I integrate email into Salesforce?
Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . … Under Email Associations, select options as needed.More items…
How do I automatically report emails in Salesforce?
On the Reports tab, click a report name.Click Schedule Future Runs from the Run Report dropdown menu. … On the Schedule Report page, specify a running user who has access to the folder where the report is stored. … Select an email setting. … Set the frequency, duration, and time for running the report:More items…
How do I create an email report?
Click Select Email(s). Click the checkboxes next to the desired email(s) that you want in the report in the drop-down menu that appears. Optionally, add filters. Click Build Report.
What are the three email integration features does Salesforce have?
Email Integration Features from Sales CloudContact management.Lead management.Sales forecasting.Workflow automation.File sync and share.Data reporting and analytics.
How does Salesforce integrate with Gmail?
From Salesforce Setup, enter Gmail in the Quick Find box, then select Gmail Integration and Sync. Enable and expand Let users access Salesforce records from Gmail. To let reps relate emails to relevant Salesforce records, enable Enhanced Email with Gmail.
How do I add a user to a scheduled report in Salesforce?
Save the report in the “Unfiled Public Reports” folder temporarily, then schedule your report and save it in its original folder. Create a new Public Group with the Users who need the report emailed, then share the report folder to the new Public Group and select that group in the report schedule.
Can Salesforce send reports to external users?
You can send reports only to email addresses included on Salesforce user records. Per Subscribe to Get Refreshed Report Results in Lightning Experience, When the subscription emails the refreshed report to each recipient, it sends to the email address set in Settings | Email | My Email Settings.
How do I send an email from Salesforce dashboard?
Required Editions and User PermissionsSelect the dashboard page or widget that you want to share.Click Share, and then click Email. Enter the recipient’s email address (1), and select the format (2). Enter the subject (3). The name of the dashboard or page is used by default. … Click Send.
How do I track a sent email in 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 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…
Can you report on list emails in Salesforce?
Use the List Email report to analyze important data, like open rates and bounces, about your list email sends. The List Email report breaks down important data for your sent emails, including number of emails sent, unique clicks, unique click rate, total clicks, and total click rate.
What is the side panel in Salesforce?
The side panel confirms the Salesforce records to which you added your email. In case you are sending a new email, add it to the Salesforce records after you click Send. Add the attachment separately based on how you are set up to utilize the side panel. After you add an email to Salesforce if you notice the attachment section appearing after you, …
Can you add Outlook email to Salesforce?
You can also add an Outlook email and its attachments to multiple Salesforce records. In the side panel, click Salesforce Side Panel Add Email Icon for the contact, account, case, opportunity, or lead to which you want to add the email. The side panel confirms the Salesforce records to which you added your email.
A Step-By-Step Guide To Email To Salesforce
If you are looking for an effective way to link external email in Outlook or Gmail to Salesforce record, then you have come to the right place. In this blog, we will show how to quickly step up the email to the Salesforce feature and get the email reply in Salesforce under the same contact form you’ve sent the email.
Email To Salesforce Process
When sending an email from an external email application, use Email to Salesforce to automatically associate that email with your leads, contacts, opportunities, and other specific Salesforce records. When composing, forwarding, or replying to an email, type the custom email address into Salesforce in the BCC field (or any other recipient field).
Steps To Set Up Email To Salesforce
Click on the save button and copy the email address highlighted in the screenshot below.
Considerations For Using Email To Salesforce
The maximum no. of email addresses that Email to Salesforce can match is 50. Email to Salesforce processes only the first 50 unique addresses in the email if the combined number of addresses in the To and CC fields exceeds the limit.
