Email Deliverability in Salesforce

In this digital age, where inboxes are crowded kingdoms and attention spans are fiercely guarded treasures, the power of email deliverability in Salesforce is not just a tool; it’s the lifeline of your business communication. As we embark on this enlightening journey, let’s unfold the secrets of setting up email deliverability in Salesforce. 

Whether you’re a seasoned Salesforce sage or a curious newcomer, ensuring that your emails find their way to the right inboxes and are not lost in the void of spam folders is a quest worth mastering. 

So, let’s explore:

• Salesforce Email Deliverability
• Different Email Deliverables in Salesforce
• How to set up email deliverability

Understanding Salesforce’s Email Deliverability 

Email deliverability in Salesforce refers to successfully delivering emails sent from Salesforce to the intended recipients’ inboxes. This is crucial for businesses relying on Salesforce for customer relationship management and communication. Here’s how email deliverability impacts Salesforce:

• • Improved Email Open Rates: High deliverability removes the chances of being marked as spam, leading to higher open rates. This is critical for marketing campaigns, customer notifications, and other communications.
  • Reliable Communication with Customers: Salesforce is often used for sending critical transactional emails, such as order confirmations or service updates. Good deliverability ensures these emails reach customers reliably, enhancing customer experience.
  • Analytics and Reporting: This data demonstrates the efficacy of email communications and allows for well-informed choices to enhance future campaigns.
  • Compliance with Email Regulations: Salesforce helps comply with email regulations like GDPR and the CAN-SPAM Act. This includes features for managing opt-ins and opt-outs, which are crucial for legal compliance and customer trust.

Different Email Deliverability in Salesforce

No Access

The ‘No Access’ setting in Salesforce halts all outgoing emails. This is particularly useful for temporarily suspending all email communication from Salesforce, such as during data preservation periods or when resolving email-related problems.

System Email Only

With the ‘System Email Only’ setting, only emails automatically generated by the system, like alert notifications and password reset emails, can be sent from Salesforce. This setting ensures that crucial system emails are not hindered by spam filters or mistakenly marked as spam by email providers.

All Email

The ‘All Email’ setting enables sending all types of outgoing emails from Salesforce, including bulk emails and emails using templates. This setting offers the greatest level of flexibility for email communications in Salesforce. However, it also poses a higher risk of emails being intercepted by spam filters or being marked as spam by email providers.

Also Read – How To Setup Email to Case in Salesforce?

Understand the Deliverability Settings for Emails Sent from Salesforce

Understand the Impact of Past Email Performance

Past bounces, especially to the same email domain, can significantly affect deliverability. Pay attention to the history of sent emails and their success rates.

Comply with Email Security Frameworks

Emails not aligning with the recipient’s email security protocols will likely be rejected or marked as spam. 

Use the Deliverability Page in Setup

Salesforce provides a dedicated page for managing deliverability settings. This feature is available in Salesforce Classic (not all organizations) and Lightning Experience across all editions except Database.

Set the Appropriate Access Level

In the “Access to Send Email” area, you can change the email types that your company uses.

Manage Bounced Emails Effectively

• If an email bounces (hard bounce), Salesforce displays an alert icon next to the email address on the detail page.
• Use the ‘Bounced Contacts’ and ‘Bounced Leads’ reports to track bounced emails and understand the reasons behind them.

Adhere to Email Security Mechanisms

• Facilitate conformity with industry-standard email security protocols, such as SPF.
• For Sender ID compliance, adjust the envelope settings to include a no-reply address from Salesforce.

Configure TLS Settings for Secure Email Communication

• Choose from settings like Off, Preferred, Required, Preferred Verify, and Required Verify based on your security needs.
• Selecting settings other than Preferred may restrict TLS to specific domains.

How to set up email deliverability setting in Salesforce Lightning

• Log in to Salesforce Lightning Experience: Access your Salesforce account by logging in with your credentials.
• Access Setup: Access the ‘Setup’ section after logging in by clicking the gear symbol in the top right corner of the screen.
• Enter ‘Deliverability’ in the Quick Find Box: Type “Deliverability” into the search bar. Look for “Deliverability” in the Setup menu’s Quick Find box. Using this, you can easily access the settings for email deliverability.
• Select ‘Deliverability’: Click on the ‘Deliverability’ option in the search results. You may adjust your email deliverability settings on this page.
• Choose the Appropriate Access Level: On the Deliverability page, you’ll find options for setting the access level for your outgoing emails. 
• Select Your Preferred Access Level: Choose the appropriate access level based on your organizational needs. For example, select ‘All Email’ to enable all email communications.
• Save Your Settings: Save your settings after selecting your desired email deliverability level. 

Also Read – Salesforce Inbox: Everything You Need to Know

How to set up email deliverability setting in Salesforce Classic

• Log into Salesforce: Please access Salesforce. First, go to your Salesforce profile and log in.
• Navigate to Setup: Click ‘Setup’ in the homepage’s top right corner in Salesforce Classic.
• Access Email Administration: In the Setup menu, expand the ‘Administer’ section, then navigate to ‘Email Administration’. This can be done by scrolling through it or using the Quick Find box by typing ‘Email Administration.’
• Select Deliverability: Under the ‘Email Administration’ section, click ‘Deliverability.’ Clicking this link will lead you to the page where you may adjust the parameters for the deliverability of your emails.
• Adjust Access Levels: Go to the Deliverability page to control who may see your outbound emails.
• Choose the Desired Access Level: For unrestricted email capabilities, choose ‘All Email’.
• Save Your Changes: After selecting, ensure that you save your settings. Look for a ‘Save’ button on the page and click it.
• Test Your Email Settings: It’s a good practice to test the deliverability settings after configuration. Verify the proper operation of your grounds by sending a test email.

Conclusion

Mastering email deliverability in Salesforce is crucial for ensuring your messages reach their intended destinations. By implementing the right settings and adhering to best practices, you can significantly improve your communication strategy and customer engagement.

However, the world of Salesforce extends far beyond just email deliverability. It’s a realm filled with endless opportunities for growth, innovation, and professional development. If you’re looking to dive deeper into Salesforce and enhance your expertise, saasguru is your go-to destination.

Join our community on Slack, where Salesforce enthusiasts and experts come together to share knowledge, experiences, and insights. It’s a thriving space for learning, networking, and staying updated with the latest Salesforce trends.

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