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How to create an Email Activity Report in Salesforce
- 1. In Salesforce, click Reports > New Report
- 2. Select Activities > Tasks and Events and then click Continue.
- 3. Click the Filters tab in the left hand menu.
- 4. Change the Show Me filter to All Activities and click Done.
- 5. Click the Date filter and select a date range to report on and click Apply.
Contents
- 1 Task – Emails – Activity – Salesforce Lightning – Training – Business Process
- 2 Why Email is not showing in activity Salesforce?
- 3 How do I add an Email to the Activity tab in Salesforce?
- 4 How do I show Email in activity in Salesforce?
- 5 Is Email an activity in Salesforce?
- 6 Information related to the topic salesforce add email to activity
Task – Emails – Activity – Salesforce Lightning – Training – Business Process
Why Email is not showing in activity Salesforce?
If the Email action is not displayed on an object, confirm that the object is activity-enabled. The Email Composer tab must be selected in the Feed for the Reply and Reply-All Email actions to work. Emails sent from the Email action use the character encoding specified in the user settings.
How do I enable email in activity in Salesforce?
- Drag the Email activity onto the canvas.
- Click the activity.
- Enter a name and description. …
- Click Select Message. …
- Click Message Configuration and complete the configurations. …
- Click Delivery Options, and complete the options. …
- Complete the advanced options section.
How do I add an email to the Activity tab in Salesforce?
Required Editions and User Permissions
View the page layout for the object you want to update. Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
How do I view email activity in Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email’s task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
Is email an activity in Salesforce?
If Email to Salesforce matches an email to multiple opportunity records in Salesforce, the email is included in the activity history on all matching open records.
How do I add an Email to the Activity tab in Salesforce?
Required Editions and User Permissions
View the page layout for the object you want to update. Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
How do I add an Email to Salesforce activity?
Click on Setup | Customize | Activities | Task Fields.
Navigate and click on the Type field. Enter Email and click Save.
How do I show Email in activity in Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email’s task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
Why Email is not showing in activity Salesforce?
If the Email action is not displayed on an object, confirm that the object is activity-enabled. The Email Composer tab must be selected in the Feed for the Reply and Reply-All Email actions to work. Emails sent from the Email action use the character encoding specified in the user settings.
How do I add a field to the Email activity tab in lightning?
- From Setup, at the top of the page, select Object Manager.
- Click Task.
- Click Compact Layouts.
- Click New. …
- If you’re creating a new compact layout, enter a name and label for it.
- Select the task fields you want to display on the activity timeline.
How do I show Email in activity in Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email’s task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
How do I add an email to the Activity tab in Salesforce?
Required Editions and User Permissions
View the page layout for the object you want to update. Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
How do I enable email in activity in Salesforce?
- Drag the Email activity onto the canvas.
- Click the activity.
- Enter a name and description. …
- Click Select Message. …
- Click Message Configuration and complete the configurations. …
- Click Delivery Options, and complete the options. …
- Complete the advanced options section.
Why email is not showing in activity Salesforce?
If the Email action is not displayed on an object, confirm that the object is activity-enabled. The Email Composer tab must be selected in the Feed for the Reply and Reply-All Email actions to work. Emails sent from the Email action use the character encoding specified in the user settings.
How do I add a email button to my activity in Salesforce lightning?
Click on Edit for Global Layout. Drag the Email action from Salesforce Mobile and Lightning Actions on the palette and drop it on the layout. Click Save.
Is Email an activity in Salesforce?
If Email to Salesforce matches an email to multiple opportunity records in Salesforce, the email is included in the activity history on all matching open records.
What is activity in Salesforce?
Activities include tasks, events, and calendars. With Salesforce, track tasks and meetings together in lists and reports to easily prioritize your time and keep up with your accounts, campaigns, contacts, leads, and opportunities.
How do I view email activity in Salesforce?
To find the email in Past Activity, click the Activity tab. To open the email’s task record, where you can view the message and related details, click the email link. And if you use Automatic BCC, you can find the sent email in your inbox.
What is the activity of email?
Email activities are managed by Marketing Managers to keep a site’s targeted marketing efforts organized. You can create email activities to deliver brand and promotional messages to customers through email. You can change the content or the target segment of an email activity, but only prior to the delivery date.
How do I enable email in activity in Salesforce?
- Drag the Email activity onto the canvas.
- Click the activity.
- Enter a name and description. …
- Click Select Message. …
- Click Message Configuration and complete the configurations. …
- Click Delivery Options, and complete the options. …
- Complete the advanced options section.
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make sure your users have permission to create new tasks and events, log calls, and send email.
salesforce add email to activity
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