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            Enable Email Tracking for All Customers Opening Email from Your Company

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            Enable Email Tracking for All Customers Opening Email from Your Company

            Let sales reps see if and when customers open email sent through Salesforce. In Lightning Experience, reps see tracking info right in the activity timeline, and—if they aren’t using Einstein Activity Capture—in the HTML Email Status report. Salesforce Classic users see the indicators in a report or in a related list. This feature applies to all emails sent through Salesforce; it can’t be turned off for individual emails or customers.

            Required Editions

            Available in Lightning Experience, Salesforce Classic, and all Salesforce apps
            Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To enable email tracking: Customize Application

            In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture.

            1. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings.
            2. Select Enable Email Tracking.
            3. Click Submit.

            For regular emails in Lightning Experience, you can see email tracking information in the activity timeline. You can also add the First Opened and Last Opened fields to your email page layouts to see the tracking info for emails not sent through Einstein Activity Capture.

            In Salesforce Classic, you can see email tracking information in the HTML Email Status related list and the HTML Email Status report.

            See Also

             
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