Keeping an eye on if and when customers open your outgoing emails is the best way to
know if they’re successful. Honor customer requests for different levels of email privacy;
some customers don’t want any email, while others want to get commercial email
only.
Required Editions
| Available in Lightning Experience and all Salesforce apps in:
Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer
Editions
|
- Enable the Enforce Email Privacy Settings Preference
You can set up Salesforce to respect each recipient’s email privacy preferences, set in the data privacy record based on the Individual object. These preferences apply to contacts, leads, person accounts, and users, and include email tracking and opting out of email.
- Track External and Internal Email
Tracking emails tells you whether someone has opened an email or clicked the included link. Choose what type of emails your company wants to track. Emails to external email addresses are tracked by default.
- Use and Filter Email Open Tracking
Keeping an eye on if and when customers open your outgoing emails is the best way to know if the emails are successful. You can turn on tracking for all Salesforce emails, or allow recipients to specify that they don’t want emails from you to be tracked. You can also filter out engagements based on the reader’s email IP address.
- Opting Out of Email
Your customers expect the ability to choose which emails to receive, if any, from your company and its sales reps. Set up Salesforce to save your customers’ individual choices.
