Enable Email Tracking for Individuals Opening Email from Your Company
Help your sales reps honor customer requests to not track if and when they open email
that reps send through Salesforce. Configure Salesforce to respect individual email tracking
preferences for contacts, leads, and person accounts in the data privacy record based on the
Individual object.
Required Editions
Available in Lightning Experience and Salesforce Classic in: Essentials,
Professional, Enterprise, Performance, Unlimited, and
Developer Editions
User Permissions Needed
To enable individually based email tracking:
Customize Application
All organizations must enable Data Protection and Privacy and select Make data protection
details available in records. Complete all the steps detailed in Salesforce Help to fully set up
data protection and privacy.
All organizations must enable Enforce email privacy settings.
Lightning Experience organizations must enable Enhanced Email.
Confirm that the Individual field is on the contact, lead, and person
account page layouts.
Locate the data privacy record based on the Individual object, and select the
Details tab in the record.
Select either Don’t Process or Don’t
Track.
Note The Email Opt Out selection in contacts, leads, and person account page layouts continues
to work as it did.
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