How to Report on Salesforce Mass Email, List Email & HTML Emails

This video will show you how to report on emails sent via mass email, via list email or by a user sending an email using an HTML email template. We will be reporting on the emails we sent in the video called Salesforce How to Send Mass Emails vs List Emails. If you missed that video, you can check it out here: • Salesforce How to Send...
Salesforce Resources:
Create HTML Email Status Report help.salesforce.com/s/article...
Find out which Leads or Contacts have been sent a mass email: help.salesforce.com/s/article...
How to Report on List Emails: help.salesforce.com/s/article...
CHAPTERS:
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0:00 Intro
0:24 How to Report on HTML Email Status
2:24 How to Report on Mass Emails
3:58 How to Report on List Emails
7:55 How to Add Fields from a Related Object to a Custom Report
9:21 Wrap-up
Music:
Song: Cuenta
By: Autohacker on Epidemic Sound
Song: Sunset Cascade
By: Autohacker on Epidemic Sound
Song: Dance With You (Instrumental Version)
By: Lvly on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem. Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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[@SD77504]

You can add multiple fields at once from >Fields (Show Fields) hold Shift/Ctrl key, select fields, drag and drop onto columns.

[@BluTigerAcademy]

Thank you so much for taking the time to tell us this - super helpful!! 😀

[@SD77504]

Really awesome content, appreciate your efforts! Are there ways to limit the usage of list emails. Can you please suggest any tools or system restrictions that we can put in place so that the users don't misuse the feature or accidentally send too many emails to the same set of contacts.

[@BluTigerAcademy]

Thank you for your kind words! You have a great question a lot of companies would love to answer. I am unaware of a way to limit the number of emails sent. You can audit the emails people are sending and then train them on why the email was not ok. We recommend creating email templates for people to use too. You will find they prefer using templates when it helps them be more efficient. In this video: ua-cam.com/video/h6ggOCFqjMY/v-deo.htmlsi=Mu4x7xaIcPDnSPyy we show you how to create email footers that are automatically included in any email sent from Salesforce. This is good for your confidentiality notice. I would also recommend creating email templates with the current user's email signature populated in your company's proper format. You will have to use reports to understand who is sending emails and to how many people, how many times. If you find someone is sending too many you can take away their permissions. I wonder if there is some apex someone could write that could limit this. Would be interesting to look into.

[@user-xk1xo5sm6m]

Can we track the list emails like the HTML Email status report? In list emails i wanted to show data isOpened? Opened date?

[@BluTigerAcademy]

For List Emails, you can only track the opens if you have Sales Engagement or Account Engagement. Here is the link to the API documentation for the ListEmail object: developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_listemail.htm - go to the TotalOpens field and it says: "Users need the Sales Engagement User permission set or your org must use Account Engagement and users need the CRM User or Sales User permission set." Sales Engagement fka High Velocity Sales is a paid product for Enterprise editions, it has been added to Performance and Unlimited editions as a feature. Account Engagement fka as Pardot is a paid product for all Salesforce editions.