With Data Protection and Privacy enabled in a Salesforce org, email tracking for emails sent from Salesforce requires an Individual record for every recipient, including Contacts, Leads, Person Accounts, and Users.
When this requirement is not met, the HTML Email Status Related List and Bounce Management Alerts may not record sent HTML emails. Additionally, emails sent in Lightning Experience from Contact or Lead records may appear as Not Tracked even when email tracking is enabled.
The following conditions can cause Salesforce Email Tracking and Bounce Alerts to fail:
If your Salesforce org uses paid Einstein Activity Capture (EAC) — available through Inbox or Sales Cloud Einstein Permission Set Licenses — and you are using the legacy Inbox add-in, you must enable the Email Tracking feature separately. To do this, navigate to Setup > Inbox > Setup Assistant > Enable and Configure Inbox Mobile (and Legacy Desktop) Features > Email Tracking in Lightning Experience.
Confirm that Data Protection and Privacy is enabled in your org and that Make data protection details available in records is checked.
In Salesforce Classic: Go to Setup > Administration Setup > Company Profile > Data Protection and Privacy > Make data protection details available in records.
Then go to Setup > search Deliverability > Email Deliverability page > ensure Enforce email privacy settings is checked.
In Lightning Experience: Click the gear icon > Setup > Company Settings > Data Protection and Privacy > Make data protection details available in records.
Click the gear icon > search Deliverability > Email Deliverability page > ensure Enforce email privacy settings is checked.
Note: If neither Enforce email privacy settings nor Data Protection and Privacy is enabled, the root cause is different. Refer to Additional Resources below.
Each recipient (Contact, Lead, Person Account, or User) must have an Individual record assigned.
If an Individual record exists but tracking is still not working:
Note: If the above settings are not visible in your org, ask your Salesforce administrator to execute these steps.
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