--- schema_version: "1" id: 1245dfe0f7e084d816cc13c9af632091b3c7da30c58247471426233fb9d888af title: Considerations for Tracking Emails in the Outlook and Gmail Integrations with Inbox collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_int_setup_inbox_tracking_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_int_setup_inbox_tracking_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: ff568842f51278d8f0901190c951f97427878b3f5ed53644cbfa45f7b61fe718 description: 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. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # 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
Available in: Unlimited, Einstein 1 Sales, and Agentforce 1 Sales Editions. Available for an extra cost in Professional and Enterprise Editions.
## 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 - [Considerations for Tracking Emails Sent from Salesforce Inbox](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_tracking_considerations.htm&release=264.0.0&type=5 "Before you enable email tracking for your sales reps, review the key considerations for how emails are tracked.") - [Considerations for Email Open Tracking](https://help.salesforce.com/s/articleView?id=sales.emailadmin_tracking_considerations.htm&release=264.0.0&type=5 "Keep these considerations in mind when working with email tracking.") - [Customize the Email Application Pane for Outlook and Gmail](https://help.salesforce.com/s/articleView?id=sales.email_int_setup_custom_pane_parent.htm&release=264.0.0&type=5 "You can tailor the email application pane used in Microsoft® Outlook® and in Gmail™ to better fit how your reps do their work.") - [Select Who Can Use Inbox Features](https://help.salesforce.com/s/articleView?id=sales.inbox_setup_select_users.htm&release=264.0.0&type=5 "A standard permission set for Inbox is created for you when your org is set up. Make sure that all permissions that you need are enabled, and then assign the permission set to users.") - [Send Email from a Record in Lightning Experience](https://help.salesforce.com/s/articleView?id=sales.send_email_directly_from_crm_record.htm&release=264.0.0&type=5 "Send rich-text email, including attachments, directly from the record you’re on. Send to customers, colleagues, or any valid email address.")