Salesforce Docs Portal

Administer the Email Header

Show business users who an email is going to, and who it is sent from, as part of the Distributed Marketing preview. The To information displays the standard Name and Email Address fields on the recipient’s contact or lead record. The From information displays the standard Name and Address fields on the record of the running user or record owner.

Required Editions

User Permissions Needed
To Administer the Email Header DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) are required.

Here are some considerations for displaying the email header information:

  • Display the email header information only if you’re using the standard Distributed Marketing sender profile. The email header information doesn’t update to show custom solutions, such as dynamic sender profiles.
  • When enabled, email header information appears in the Distributed Marketing personalization modal preview. It’s not shown when editing.
  • This global setting applies to all users.

Follow these steps to administer the email header:

  1. In Salesforce, from the App Launcher, find and open Distributed Marketing Administration.
  2. Select the Email Header section.
  3. To display Send To information, enable the Display “Send To” Information? option.
  4. To display Send From information, enable the Display “Send From” Information? option and select the Send From options to enable for your users. A default option is required.