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Unable to see the HTML Email Status Report

Veröffentlichungsdatum: Oct 13, 2022
Beschreibung

To view the HTML Email Status Report:

  • Users must have access to the Contact object.
  • HTML Email Status functionality must be enabled.
  • The HTML Email Status Related List must be available on the Contact page layout.
  • The report type must not be hidden.
Lösung

 

Note: Make sure the User's profile has access to the Contact object. You can review User Profile Permission Descriptions to learn more.

 

Enable the HTML Email Status functionality

  1. Navigate to Activity Settings from Setup

In Salesforce Classic: Setup | Build | Customize | Activities | Activity Settings
In Lightning Experience: Setup | Platform Tools | Feature Settings | Sales | Activity Settings
 

  1. Select the Enable Email Tracking checkbox.
  2. Click on Submit.

 

Note: HTML Email Status tracking is not retroactive. Tracking will start from the time you turn it on. For more information, see Enable HTML email tracking in Salesforce.
 

Add 'HTML Status' related list to the Contact page layout

 
  1. Navigate to the Contact page layout from Setup

In Salesforce Classic: Setup | Build | Customize | Contacts | Page Layouts
In Lightning Experience: Setup | Object Manager | Contacts | Page Layouts
 

  1. Click Edit next to the layout you want to modify.
  2. Click Related Lists on the palette at the top of the window.
  3. Drag and drop the HTML Email Status Related List onto the page layout.
  4. Save your changes.


See Also:
Nummer des Knowledge-Artikels

000385366

 
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Salesforce Help | Article