Considerations for Using Engage for Outlook

When using Engage for Outlook, keep these considerations in mind.

Note Salesforce Engage is now known as Sales Emails and Alerts. You can expect to see the previous name in a few places until we replace it, including in the app itself.

• Users need an Engage license to use Engage for Outlook.
• Engage for Outlook has the same system requirements as Outlook integration.
• If multiple recipients are copied on the same email, all email opens are attributed to the first recipient in the To field. The user can change who open tracking is associated with by selecting a different record in the People component.
• Engage for Outlook uses Salesforce email templates. Classic templates from Account Engagement are unavailable.
• For more accurate tracking on one-to-many emails, send a campaign to multiple leads or contacts from Salesforce instead.
• To prevent tracking false email opens, Engage for Outlook doesn’t track opens on the sending user’s IP address. If you send a test email and want to track the open, access it on a different network than it was sent from.
• When you send an email to an archived prospect with Engage for Outlook, the prospect isn’t unarchived, and the email activity isn’t tracked.
• Email attachments aren’t tracked. To track a file, add a link to a hosted Account Engagement file instead.
• Emails sent with tracking are logged to the activity history or timeline on the associated Salesforce records.