In your Account Engagement settings for Sales Emails and Alerts, an admin can set a campaign send limit, exclude opted out prospects from emails, turn off tracking for Gmail, and set a default template to use with these campaigns. These settings apply to all Sales and Email Alerts users in your business unit.
Required Editions
| All editions with Sales Emails and Alerts |
| User Permissions Needed | |
|---|---|
| To change the send limit: | Account Engagement Administrator role |
Note
Salesforce Engage is now known as Sales Emails
and Alerts. You can expect to see the previous name in a few
places until we replace it, including in the app
itself.
-
Open the settings for your business unit.
- In Account Engagement, click
and then select
Settings.
- In the Lightning app, select Account Engagement Settings.
- In Account Engagement, click
- Click Edit, and select Salesforce Engage.
-
Configure the Engage Campaign Limit and Email Options settings.
Setting Description Engage Campaign Limit Limits the number of Engage Campaign emails an Engage user can send over a 24-hour period. Choose a number from 0 through 500. 24-hour rollovers respect the user’s timezone. Exclude opted out prospects from 1:1 Engage emails sent from Salesforce Prevents users from sending 1:1 emails to prospects who opted out of marketing emails. Prevent Engage for Gmail from tracking opens and clicks Turns off Engage for Gmail’s tracking functionality. - Save your changes.