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Track Outbound Emails Sent by Each User in Salesforce

Julkaisupäivä: Oct 13, 2022
Kuvaus

Here's how to create a report that will show all the outbound emails sent by Users in your Salesforce organization.
 

Ratkaisu
  1. Access the "Type" picklist field from Setup
    • In Salesforce Classic: Setup | Customize | Activities | Task Fields | Type
    • In Salesforce Lightning: Gear Icon | Setup | Object Manager | Task | Fields & Relationships | Type
  2. Under the Task Type Picklist Values section, click New and enter a new picklist value labelled Outbound Email
  3. Click Save
  4. Edit the Outbound Email picklist value and select the Send Email Default: Make this value the default for sending an email checkbox
  5. Click Save
  6. Navigate to Reports and click New Report 
  7. Select the Activities category, select the Tasks and Events Report Type, then click Continue
  8. Be sure to include the following field filter: Activity Type equals Outbound Email
Knowledge-artikkelin numero

000381573

 
Ladataan
Salesforce Help | Article