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Chris Soricelli (Salesforce Admin bei Siemon)
4. März 2021, 19:51
Adding images to custom HTML email templates using best practices
I'm looking for a way to add an image to custom HTML email templates that follows best practices.  I've searched everywhere, and the answer always seems to be the same:  Use the URL from the image stored in your Salesforce instance, something like this: 

 

<img alt="Sig" height="120" src="https://mycompany-c.na71.content.force.com/servlet/servlet.ImageServer?id=01537xxxxxxy3BE&amp;oid=00D37xxxxxxPvmg&amp;lastMod=1481749431000" width="202">

 

But that is a hard coded URL which is subject to change.  I noticed that all of my custom templates had broken images, and it was because the instance changed to "na71".  Is that the only way to do it?  I tried using externally hosted images at one point and had problems, so I always saved them in my org and used the above method.  Is there another way to do it so both internal and external recipients can see the image?
1 Antwort
  1. Shabukhari Mohammad (Brillio LLC)
    14. Okt., 17:25

    Hi @Chris Soricelli - did you find any other way to do this ? If I follow the same approach.. further I deploy (Email template) to higher org. If some one delete the img file from lower org where I uploaded. So it would be broke the flow.. do you have any alternative approaches ??

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Nich Weidman fragte in #Flows
5. Okt., 17:38
Tracking Down Mystery Automated Email

We have a process we're updating that involves sending out an automated email when a new record is created on a custom object.  Everything tested out in Sandbox, but when migrated to Prod, two slightly different emails are triggering when I test.  Talking with the internal customer, they said, "Yeah, that's always been going out," but they don't know who originally set it up.   

 

  • It would have been set some time before me...but it's not triggering in Preprod, which has been refreshed recently - so I'd think it would.
  • Checking Flow triggers, the only other flow triggering off of that custom object updates a field - there are no send email elements to it.
  • I don't see any legacy email alerts or Workflow actions for it
  • I turned off my Flow, opened a debug log on the automated process user, and nothing generated when I triggered that mystery email (that still came through.)

 

I'm kind of at a loss to figure out where to check from here. 

 

#Flows  #Email  #Flow  #Automation

3 Antworten
  1. Smitha Thomas (CIBC) Forum Ambassador
    5. Okt., 23:27

    Hi @Nich Weidman

     

    When Salesforce sends a system email, it includes special header fields that identify the source organization and user. To identify the source, locate the following fields in the raw email headers:

    • X-SFDC-LK — The Salesforce Organization ID (the 15- or 18-character org ID of the org that sent the email).
    • X-SFDC-User — The Salesforce User ID of the user whose automation triggered the email.
    • X-SFDC-EntityId — The record ID of the Salesforce entity (such as a workflow rule or report) that triggered the email.
    • X-SFDC-Emailcategory — The category of the email (for example, workflow, report, or Chatter digest).
    • X-SFDC-ORGTYPE — The type of org that sent the email. Note: this field only appears in emails sent from Free or Trial orgs. It does not appear for production, sandbox, or developer org emails.

    Important:

    Use the original .msg formatted email — not a forwarded copy. Forwarding an email overwrites the original headers, making it impossible to identify the source org. 

     

    Find the User Id from

    X-SFDC-User

    then go to set up and add a Debug trace for the user and then triggert the email. This will create a debug log for you to read and find the source. 

     

    Check out these articles for more info:

    1. Find the email headers for emails
    2. How to Identify the Salesforce Organization That Sent a System Notification Email 

       

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Tribhuvan Sharma postete in #Freelance Project Work
25. Mai, 08:00

🚀 Available for Freelance Projects | Salesforce Marketing Cloud (SFMC)

Salesforce Marketing Cloud Specialist with 3+ years of experience delivering automated, personalized, and CRM-driven marketing solutions.

Expertise: 

✔ Email Studio | Journey Builder | Automation Studio 

✔ AMPscript | SQL | HTML/CSS  

✔ Audience Segmentation & Dynamic Personalization 

✔ SFMC + Salesforce Sales Cloud Integration 

✔ Customer Journeys & Campaign Automation

Open to short-term, long-term, and remote freelance opportunities.

Feel free to connect or message to discuss your SFMC requirements.

#Salesforcemarketingcloud #SFMC #Salesforce #Email #AMPscript #Journey Builder #Freelance Project Work #Freelancing Work #Freelancing

2 Kommentare
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Devika Chandorkar fragte in #Marketing Cloud
29. Sept., 00:56
I am seeing unusually high helds in some of our emails. Has any one has had this issue?

I'vs noticed unusually high held rates across some of our email sends, although the issue appears to be intermittent. Has anyone experienced something similar, and if so, could you please share what may have caused it and how it was resolved? 

 

I’m also seeing an increase in “View in Browser” clicks. Could these two issues potentially be related?  

 

#Marketing Cloud  #Email Deliverbility  #Email

1 Antwort
  1. Lukas Lunow (NoA Ignite) Forum Ambassador
    30. Sept., 16:32

    It is important to disctinguish between bounce rates (hard/soft)  - which is specific to a send, and held status, which is specific to a subscriber. Are you referring to bounce rates on your latest sends? And if so - are these soft bounces? 

     

    If you query Bounce data view, you will be able to see additional details about the bounces, and why they have occurred. If the bounce rates have spiked recently, it might be a deliverability issue - but without additional information, than what is in your original post, it is hard to tell.

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Jared Soell (Director bei N/A) fragte in #Einstein Activities Capture
15. Sept., 09:02
Duplicate "Standard Einstein Activity Capture" Permission Sets

Why are we now seeing many Salesforce instances carrying duplicate  "Standard Einstein Activity Capture" Permission Sets?  

 

Many of our client orgs now have two EAC Perm Sets:  

 

1.  StandardEinsteinActivityCapturePsl  

2.  StandardEinsteinActivityCapture

2

Psl  

 

Does this have to do with EWS > Graph? Or the update to capture EAC emails/events as real activities?  

 

Would be nice for Salesforce to provide documentation..  

 

#Einstein Activities Capture  #Einstein Activity  #Email

2 Antworten
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Tom Hickey
9. Sept., 12:31
Sending emails to lists

How can I send an email template to a list of contacts? I am referring specifically to the 'one-to-one' email templates that can be created when clicking on the email icon from a contact record (or other activity feed), and clicking the 'insert, create, or update template' button at the bottom of the email editor. I have a number of templates saved here which I use regularly on a one-to-one basis, but I would like to be able to send those to a larger group of contacts. 

 

If I view a list of contacts/leads/campaign members, check the box, and click 'send email', it opens a 'list sends' tab and an editor appears for me to create a marketing email with images, calls to actions etc. I'm not looking to create a marketing email, I just want to send the personalised looking email templates which I have already created and been using on a one-to-one basis. 

 

#Email

4 Antworten
  1. Kundan Kumar Jha (Infosys Limited)
    10. Sept., 15:20

    Glad you tracked that down, Tom, and yes, that's confirmed correct. 

     

    Per official Salesforce documentation (List Email Limitations page): "Required Editions: Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions." 

     

    Starter isn't in that list, so List Email genuinely isn't available on Starter, this wasn't a config or permission issue at any point, it was an edition gap. Essentials is the correct minimum tier for what you're trying to do. 

     

    Reference:

    https://help.salesforce.com/s/articleView?id=sales.limitations_email_list_email.htm&type=5

     

     

    Good call moving up, sounds like you're already past the point where Starter fits your workflow.

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YASWANTH V (Salesforce Developer bei Cognizant) fragte in #Salesforce Admin
18. Aug., 13:37
Need some clarification regarding email deliverability in Case

Hi, 

When emails are sent from cases, don't receive any out-of-office messages or failed email messages.  In one case there was a typo error in the email address, but didn’t receive an error message like the one you get when you send an email incorrectly in Outlook. Can Salesforce capture and display Out-of-Office responses or email bounce-back messages for emails sent from Cases? Are there any email settings, Email-to-Case configurations, or deliverability options that need to be enabled to receive these notifications? 

 

Thanks. 

 

#Salesforce Admin  #Salesforce Developer  #Service Cloud  #Case Management  #Email Deliverbility  #Email

2 Antworten
  1. Himanshu Shekhar (AQBEE Innovations Pvt. Ltd.)
    18. Aug., 18:39

    One important nuance to add to Kundan's answer, because this trips people up on Cases specifically: 

     

    Bounce Management (Setup > Deliverability) flags the Contact/Lead/Person Account record, not the Case. Even with it enabled you will not get a bounce badge on the Case's email message itself, and 'Return bounced emails to sender' delivers the bounce notice to the sending user's own inbox, not onto the Case timeline. It also only kicks in reliably when the recipient resolves to a Contact/Lead/Person Account email, a free-typed typo address that matches no record can bounce with nothing flagged in Salesforce at all. That is most likely why your typo case showed nothing. 

     

    How OOO replies and bounce (NDR) messages actually behave: they are just inbound emails sent back to whatever From/Reply-To you used. If you send from the Case using your Email-to-Case routing address, those replies DO come back into Salesforce, but by default they usually create a brand-new Case rather than attaching to the original, unless threading matches them up (Lightning header-based Email-to-Case threading, or the legacy Ref ID token in the subject/body). So the first thing I would check: search for Cases created from the mailer-daemon or the recipient's mail server around that time. Your OOO and bounce messages are probably sitting there as separate cases. 

     

    If what you actually need is a reliable per-message 'did this bounce?' status shown on the Case, native Case email sending does not expose that. For that, route sending through an external email service/relay that reports bounces via webhook (e.g. SendGrid, or Email Relay with a mail server that returns delivery status), or use Marketing Cloud / Account Engagement for tracked sends. Those give true delivered/bounced status per message. 

     

    Quick checklist: 

    1. Setup > Deliverability: Bounce Management ON (flags Contact/Lead recipients). 

    2. Confirm you are sending with the Email-to-Case routing address as From/Reply-To so replies return to Salesforce. 

    3. Verify Email-to-Case threading (Lightning threading or Ref ID) so OOO/bounce replies attach to the original Case instead of spawning new ones. 

    4. For guaranteed per-message bounce status, use an external relay with bounce webhooks or MC/Account Engagement. 

     

    If this helps, please mark it as the Best Answer so it is easy for the next person to find. Thanks :)

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Madalina Cretu fragte in #Organization-Wide Email Addresses
14. Aug., 10:50
Organization-Wide Email Address verification requiring Salesforce login?

Hello everyone,

I'm looking for clarification on the current behavior of Salesforce Organization-Wide Email Address (OWEA) verification.

Historically, when an Organization-Wide Email Address was created, Salesforce sent a verification email to the specified address. The recipient could open the email, click the verification link, and the address would become verified.

We are now seeing a scenario where selecting the verification link redirects the recipient to a Salesforce login page instead of completing the verification process.

A Salesforce Support representative indicated that, following a recent Salesforce release, the person opening the verification link may need to authenticate with Salesforce to complete the verification process. However, I have not been able to find any official documentation or release notes that describe this change.

The Salesforce documentation I found states that each organization-wide address requires verification and that an admin verifies a new organization-wide address by clicking the link in the email sent after creating the address, but I don't see any mention of a Salesforce login requirement for the recipient. 

My questions are:

  1. Has anyone else observed Organization-Wide Email Address verification links redirecting users to a Salesforce login page?
  2. Is a Salesforce login now required to complete OWEA verification?
  3. If this behavior is expected, is there any official documentation or release note that explains the change?
  4. Is there a supported verification process for recipients who do not have Salesforce user accounts?

Any insight or links to official documentation would be greatly appreciated. 

 

#Organization-Wide Email Addresses  #Email Deliverbility  #Information Security Salesforce  #Setup & Configuration  #Email

5 Antworten
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Jenna Ihle (Scholarship Data Specialist bei CK Blandin Foundation) fragte in * Trailhead Official *
11. Mai 2023, 15:14
Email Statistics

Hi everyone! 

I recently triggered a process builder that sends an email (created with classic email templates) to the preferred email on the contact but the request's status is what triggers the process builder. Anyways, I was wonder if there was a way to see more email statistics? I can see that it triggered when I go to the activities/tasks on the request record. But I want to see more information such as deliverability. Any idea if I can do that? 

 

#Email #Mass Email #Trailhead #Salesforce #Statistics #Email Activities #Reports #Salesforce Admin

2 Antworten
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    13. Mai 2023, 00:43

    Hey Jenna,

    Have you enabled Email Tracking in Salesforce?

     

    If not, check out this article on how to do that:

    https://www.salesforceben.com/how-do-i-track-email-opens-clicks-in-salesforce/

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Jasmin Bergers (Salesforce Admin & User Trainer bei Scrive AB)
9. Okt. 2020, 07:40
Once Email Relay was set up, every single email delivery stopped
Hello,

 

My client is using LEX Service console and email-to-case. To improve email deliverability we successfully set up DKIM and wanted to configure SMTP Relay with Salesforce as well. I got all the information from my client's IT team that's necessary to set this up and configured it according to all the documentation I found. 

 

However, as soon as it was activated in Salesforce, every single email failed. No auto-replies, no manually sent emails, no system emails were sent out for probably more than an hour. 

 

For the email relay setup I used all information provided by the IT team, the Domain Filters were set up with the default wildcard for Sender and Recipient Domain (*) and I whitelisted all the IP addresses for Email relay mentioned in the article from Salesforce. I think I did everything I could but still, nothing worked.

 

The IT team saw in their email domain's log file that salesforce was not sending over a username for the relay - even though I added it to the relay in Salesforce.

 

Does anyone have any idea how to get this to work? Client is using Enterprise Edition and Gmail as their email inbox.

 

Also, is it possible to fully test this in Sandbox?
4 Antworten
  1. Jasmin Bergers (Scrive AB)
    20. Okt. 2020, 07:58
    Just posting the solution here to close this thread. The problem was that there was no proper TLS certificate set up. Once the IT team changed this, Email relay worked like a charm. 
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