I need to create a report for emails that were sent from SF (from case object and from opportunity object), filtered by engagement details, and specifically, a report of unread email messages.
Now, I understand that there is no built-in report for the email messages object.
Is there any workaround?
Best regards!
Anna
1 answer
Hi Anna,
This is WorkAround for how To create a Report to track email sent from salesforce below are the Steps:
1. Access the "Type" picklist field from the Setup
- In Salesforce Classic: Setup | Customize | Activities | Task Fields | Type
- In Salesforce Lightning : Gear Icon | Setup | Object Manager | Task | Fields & Relationships | Type
2. Under the Task Type Picklist Values section, click New and enter a new picklist value labeled Outbound Email
3. Click Save
4. Edit the Outbound Email picklist value and select the Send Email Default: Make this value the default for sending an email checkbox
5. Click Save
6. Navigate to Reports and click New Report.
7. Select the Activities category, select the Tasks and Events Report Type, then click Continue.
8. Be sure to include the following field filter: Activity Type equals Outbound Email
For Unread Email Message report:
- Currently, Reporting on Email Messages is not possible, as there is no Standard or Custom Report Type available for the same.
- After the Summer '21 releases we should be able to create a custom report type with a primary object of EmailMessage.
This would allow easy reporting on emails without dealing with Activities
Summer '21 release the link:
https://help.salesforce.com/articleView?id=release-notes.rn_sales_productivity_email_reports.htm&type=5&release=232
If you have additional questions or need further details, just let me know and I will be happy to assist further.
Thanks,
Tanaya
