Loading
Salesforce now sends email only from verified domains. Read More
Sales Productivity
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Considerations for Tracking Emails in the Outlook and Gmail Integrations with Inbox

            You are here:

            1. Salesforce Help
            2. Docs
            3. Seller Productivity

            Considerations for Tracking Emails in the Outlook and Gmail Integrations with Inbox

            When you add Inbox features to the Outlook or Gmail integration, sales reps can track when recipients open emails and click links in the emails they send. Before you enable email tracking for your sales reps, review these key considerations about setup and how emails are tracked.

            Required Editions

            Available in: Lightning Experience
            Certain features are available with Sales and included in Starter, Professional, Enterprise, Performance, and Unlimited Editions
            All features are available with Inbox, Sales Engagement, or Sales Cloud Einstein.

            General Considerations

            • Email tracking applies to HTML-based emails and mass emails.
            • In Lightning Experience, you can see email tracking information in the activity timeline.
            • In Salesforce Classic, you can see email tracking information in the HTML Email Status related list and the HTML Email Status report.
            • To restrict access to email tracking for individual reps, create custom email application panes that don’t include email tracking components. Assign the custom panes to specific user profiles. To restrict access to email tracking for all reps, turn off the Email Tracking option in the Salesforce Inbox Setup Assistant in Salesforce setup.
            • The Email Tracking - List component is on the Feed tab in the default email application pane. This component shows all sales engagement and alert information for emails across Salesforce, not just for emails sent from Outlook or Gmail. The sales engagement data reps receive on the Feed tab depends on the features enabled in Salesforce.
            • The Email Tracking - Individual Receipt is on the Related tab in the default email application pane. This component shows the tracking details for the selected email. You can add the Email Tracking - Individual Receipt component to any tab that is available during read mode.
            • Emails set for tracking are tracked indefinitely. If you remove the tracking components from the email application pane after an email is sent or turn off email tracking, the email is still tracked. But removing the components restricts access to the tracking information.
            • If email tracking is enabled in your Sales Engagement setup, be sure to also enable it for the integration. Both must be enabled to track emails sent from the Work Queue in the integration.
            • To track links in emails started from the Sales Engagement Work Queue, also add the Email Tracking component to a tab available in Compose mode.

            Outlook or Gmail Integration with Inbox and Einstein Activity Capture

            • When sales reps send an email, tracking information isn’t automatically logged. To automatically log tracking information, give your reps access to Inbox features and set emails to track.
            • When sales reps send an email, tracking information shows in the activity timeline, but doesn't appear in the HTML Email Status report.

            See Also

             
            Loading
            Salesforce Help | Article