Email and Messaging

Test personalization content in emails by previewing as a recipient, fix tracked links in sent emails, and get more language support for email content. Use recommenders to personalize images that you include in emails, and monitor and fix deliverability issues in real time.

  • Test Personalized Content as Any Recipient
    Extend message preview and testing to list, individual, and campaign recipient types across email, SMS, WhatsApp, mobile app, and RCS. For each recipient type, verify personalized content with sample Apex input and content variable values from an activation, event, Salesforce record, or Apex class. To fix errors before you send, review and edit the rendered JSON output directly.
  • Fix Tracked Links with Post-Send Link Editing
    If a marketer must change a tracked email link, Salesforce Customer Support can now update the destination URL directly by using an internal support tool. No resending or engineering workaround required. Changes apply to all sends of that published content version and take effect for subsequent clicks within approximately 5 minutes. If a link contains a merge field, it’s redirected to one static URL. All edits are audited with user, timestamp, and old and new values.
  • Track Link Engagement with UTM and Custom Link Parameters
    To measure how audiences engage across messaging channels, automate your link tagging, eliminating the need to add and maintain link parameters manually for every link. Apply standard UTM (Urchin Tracking Module) parameters for all links used in a business unit, content record, or individual link. Add a fallback value to each parameter so links stay tagged even when an editor doesn't add specific parameters.
  • Localize Emails Faster with Built-In Language Variants
    Marketers can now manage multilingual email content directly in Email Builder without disrupting layout. Translate an email into a target language using a built-in agent, and refine each variant in the component, code, or text view. Confirm that localized content looks right for each variant before sending.
  • Choose the Best Content with Recommenders
    Automatically select the best content for each email recipient at send time. ML-based Recommenders use each recipient's profile and engagement history to pick an optimal image file from a pool that you define. The recommender keeps learning from opens and clicks to improve future selections.
  • Fix Email Deliverability Problems with Step-by-Step Guidance
    Stay ahead of deliverability issues with guided steps that show you what to fix and where to start. When a deliverability metric degrades, the Recommendation Details panel shows you the root cause, the affected campaigns, and numbered remediation steps ordered by impact. Resolve issues faster, without opening a support case or needing deliverability expertise.
  • Monitor Email Deliverability Health and Receive Automatic Alerts
    Track your email program's health with a 0–100 Email Deliverability Health Score and receive automatic alerts for key metrics that enter warning or critical ranges. The dashboard surfaces the issue and the affected campaigns, so you can act before mailbox providers start filtering your emails.
  • Archive High-Volume Emails in Your Own Cloud Storage
    Store copies of your sent marketing emails directly in your Microsoft Azure cloud storage with Data 360. This archive option supports high sending volumes, so that large senders can keep copies of every sent email without hitting the Salesforce Archiving throughput ceiling. After archiving, query and retrieve email copies from the storage location on your own schedule.
  • Route Outbound Emails Through Your Own Mail Servers
    Meet compliance mandates by routing marketing emails through your own mail servers instead of the public internet. Configure an email relay, assign sending domains, and authorize IP addresses. To maintain deliverability, email relay supports the full delivery lifecycle, including bounces, replies, and complaints.
  • View an Email as a Web Page
    Give recipients a better viewing experience by adding a link to a secure, web-based version of your email. This personalized link resolves at send time to your branded domain, making sure that recipients see your content exactly as intended, right in their browser.
  • Archive Outbound Emails with Compliance BCC
    Send a copy of every outgoing email to a designated email address for archival and regulatory purposes. Configure a default blind carbon copy (BCC) address at the org level. You can also control whether individual campaigns can override the setting. Each email sent to a carbon copy (CC) and BCC recipient consumes a Salesforce Message Credit.