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How to track outbound emails sent by each user in Salesforce?

Knowledge Article Number 000002666
Description

I would like to know that: Can I track No. of outbound emails sent by each user in Salesforce?

Resolution

How to track outbound emails sent by each user in Salesforce?

1) Navigate to the task "Type" picklist field: Click Your Name | Setup | Customize | Activities | Task Fields | Type


2) Click "New" and create a new picklist value called "Outbound Email".


3) As soon as the "Outbound Email" value is created, edit it and make the "Send Email: Make this value the default for sending an email" checkbox ticked.

Note: Make sure that it is not the "Default" value, just the "Send Email Default".


4) The next step is to navigate to Reports Tab | Click "Create New Custom Report" | Select Category: Activities | Select Report Type: Tasks and Events | Create


5) The last step is to select filters:

- Show: All Activities
- Show: Completed Activities
- Show: Tasks
- No "From" or "To" dates
- Add the following field filter: Activity Type | equals | Outbound Email | OK


6) Run the report and Save it to a report folder.





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