Loading

Send emails which do not include Contacts or Leads as recipients

Data pubblicazione: Oct 13, 2022
Descrizione
When composing and sending an email via standard functionality, using the "Send an Email" button in the Activity History Related List in a record for example, the record from which the button was clicked is populated into the either the "To" or "Related To" field respectively.

However, it's possible for users to clear out any values that may be populated into the email's "To" or "Related To" fields and then manually enter an email address in the "Additional To:" field in order to send an email from Salesforce.
Risoluzione

When a user sends an Email from Salesforce without relating it to any records it's effectively considered a private email and it is expected that it would not be tracked or visible within the application user interface or via reports.

If an email is not related to a record in Salesforce upon composing and sending, then the corresponding Task, Feed Item, and entries for the email in record's Activity History and/or HTML Email status related lists are not created.

With this in mind, it's recommended to educate and instruct users to create emails from appropriate related records and ensure that either, or ideally both, the "To" and "Related To" fields are properly populated upon sending emails from Salesforce.

If your organization has Set Up Enhanced Email and it's enabled, an administrator can query or export EmailMessage records via Data Loader or other client tool of their choice to review private email details. For more details see Export Data and SOAP API Developer Guide - EmailMessage.

Note: Enabling enhanced emails will not retroactively allow previously sent private email messages to be visible via the API.

If your organization is unable to leverage enhanced emails an administrator may consider options such as Enabling Compliance BCC Emails or alternatives outlined in Send Email from Salesforce.


See Also:
Send Email in Salesforce Classic
Send Email from a Record in Lightning Experience
Guidelines for Working with Email
Enhanced Email
Numero articolo Knowledge

000382592

 
Caricamento
Salesforce Help | Article