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'HTML Email Status' Report Does Not Return Records

게시 일자: Apr 3, 2026
상세 설명

Only the User who sent the HTML email can run a proper HTML Status report.

  • The HTML Email Status report must be generated while logged into the User account that sent the HTML Email.
  • The HTML Email Status report will return no results if anyone other than the user who sent the HTML Email runs it, even if run by a System Administrator.
  • The "Assigned To" and "Created by" User on the activity record itself must be the same user.  
솔루션

To make the HTML Email Status report available to others

1. Add your HTML Email Status report to a Salesforce.com Dashboard.
2. Set 'View Dashboard As' to the User that sent the email.
3. Save the dashboard.

Note: Dashboard Users will see the HTML Email Status and will be able to refresh the dashboard.

 


Additional Considerations:

  • The HTML tracking only functions if the email is received and opened in the HTML format.
  • Many organizations may not allow the reception of HTML emails due to potential security issues.
  • If the HTML version of the email is refused, the Text Only version is sent. 
  • Text Only email does not have a tracking function and won't show up in the HTML Email Status report.
  • Users will be able to see the data if HTML email is sent after tracking is enabled.
  • Emails captured through Einstein Activity Capture will not appear on the report.

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