How to Setup Email Deliverability Setting in Salesforce

In this Salesforce tutorial, we will learn how to set up email deliverability in salesforce both in Lightning and Classic editions.

Email deliverability refers to the capacity of our organization to successfully send emails from our salesforce account to our intentional receiver and those emails to be delivered to their intentional destination.

You have come to the right place if you are glancing to learn how to set up email deliverability settings in Salesforce. We will demonstrate how to set up email deliverability settings in Salesforce Lightning and Salesforce Classic step by step in this article.

  • What is email deliverability in Salesforce?
  • What email deliverability can do in Salesforce
  • Types of email deliverability in Salesforce
  • How to set up email deliverability setting in Salesforce Lightning
  • How to set up email deliverability setting in Salesforce Classic

What is email deliverability in Salesforce

In Salesforce email deliverability calculates where our emails are placed in a customer’s inbox. If your deliverability of yours is poor, then the customers will not receive the emails. And if the customers do not receive the emails they are not going to open them.

There are some features that can influence email deliverability, involving email content, email authentication, spam filter, and sender reputations. We can set up email deliverability settings to control the approach level for sending the emails and make sure that emails are delivered successfully to our receiver.

For controlling our email deliverability settings we can make sure that our emails are extended to their intentional receiver and that our communication is not been marked as spam or blocked by the email providers.

It can also upgrade our organization’s communication with stakeholders, and customer and helps to derive better business.

So, with this, we learn about what is email deliverability in Salesforce. Further, we will learn about what email deliverability can do in Salesforce.

What email deliverability can do in Salesforce

In Salesforce email deliverability can do the following things:

Protect your sender reputation: Our sending reputation is calculated by how trustworthy our organization is and if our emails are marked as spam or blocked by the email provider. This can negatively impact our sender’s reputation.

By controlling our email deliverability settings we can make sure that our emails are extended to their intentional receiver and that our communication is not been marked as spam or blocked by the email providers.

Improve customer engagement: When our emails are successfully delivered to the receiver inboxes that can help increase the possibility that they will open and capture our messages.

Upgrading email deliverability in Salesforce can help in increasing customer commitment and this makes a stronger relationship with our audience.

Increase the likelihood that your emails will reach your intended receiver: Setting up our email deliverability setting in Salesforce can help make sure that a spam filter is not blocking our emails or noticeable as spam by the email provider and it can increase the changes which they will be delivered successfully to our considered receiver.

Increase the effectiveness of our marketing campaign: If our marketing emails are not being delivered to our considered receiver and it can impact negatively the success of our campaign.

We can make sure that our marketing messages are getting to the right person at the right time which can increase the effectiveness of our campaign and manage better business outcomes, by improving the email deliverability in salesforce.

In this way, we have learned what email deliverability can do in Salesforce. Let’s move ahead are learn the types of email deliverability in Salesforce.

Types of email deliverability in Salesforce

In Salesforce there are three types of email deliverability setting that we can choose from:

  • No Access
  • System Email
  • All Email

No Access: No access setting is used to block all the outgoing emails that being sent by Salesforce. This can be helpful when we require to temporarily disable all communication from Salesforce like during a preservation window or when fine-tuning email-related issues.

System Email only: System Email only is used as a setting, only system-generated emails, like email alerts and reset emails, and can be sent from Salesforce. This System email setting makes sure that fault-finding system emails are not blocked by spam filters or noticeable as spam by the email provider.

All Email: All setting email permits all the outgoing emails from Salesforce and involves mass emails and email templates to be sent. This setting gives the most flexibility from an email communication from Salesforce. It also brings the significant risk of emails being blocked by spam filters or noticeable as spam by the email provider.

Salesforce also gives email deliverability detailing and observing tools that can help us follow the success of our email communication and recognize any issue that may be influencing email deliverability.

This tool may help us proactively run our email deliverability and upgrade the effectiveness of our email marketing campaigns.

In this way, we learn the types of email deliverability in Salesforce. Now, let’s move ahead and see how to set up email deliverability setting in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read How to send email in Salesforce

How to set up email deliverability setting in Salesforce Lightning

Here we set up email deliverability setting in salesforce lightning. If you want to learn how to set up email deliverability setting in salesforce lightning follow these steps:

Step-1: Firstly, login into the Salesforce lightning account. Go to the gear icon(⚙️), under the gear icon there are two options Setup and Service Setup. Here we are selecting the Setup option.

How to set up email deliverability setting in Salesforce
How to set up email deliverability setting in Salesforce

Step-2: After clicking on the Setup option. Enter the deliverability in the Quick Find Box. You can see that the deliverability option is present under the Email and comes at the top. Click on the deliverability.

How to set up email deliverability setting in Salesforce lightning
How to set up email deliverability setting in Salesforce lightning

Step-3: After clicking on the deliverability option, the deliverability page is open. There is access to send email labels under this there are three options. From these options select one of the options.

The three options that accessing to send emails are:

  • No Access: No access setting is used to block all the outgoing emails that are being sent by Salesforce.
  • System Email only: System Email only is used as a setting, only system-generated emails, like email alerts and reset emails, and can be sent from Salesforce.
  • All Email: All setting email permits all the outgoing emails from Salesforce and involves mass emails and email templates to be sent.
Salesforce set up email deliverability setting
Select the access to send email options

Step-4: For allowing the salesforce organization to send us all types of email messages ensure that the access level in the access to send email section is set to all emails. After selecting All email from the access level click on the save button.

Salesforce lightning set up email deliverability setting
Click on the Save option

Step-5: After clicking on the save button the popup message occurs on the top of the page that represent your organization email settings have been saved.

Set up email deliverability setting in Salesforce
The organization email setting has been saved message pop-up

In this way, we have learned how to set up email deliverability settings in salesforce lightning. Further, we will learn how to set up email deliverability setting in Salesforce classic.

How to set up email deliverability setting in Salesforce Classic

Here we set up email deliverability setting in salesforce classic. If you want to learn how to set up email deliverability settings in salesforce classic follow these steps:

Step-1: Login into your Salesforce classic account, and click on the Setup option that is present at the top of the page.

How to set up email deliverability setting in Salesforce Classic
How to set up email deliverability setting in Salesforce Classic

Step-2: After clicking on the Setup option. Enter the deliverability in the Quick Find Box. You can see that the deliverability option is present under the Email and comes at the top. Click on the deliverability.

Salesforce classic set up email deliverability setting
Salesforce classic set up email deliverability setting

Step-3: After clicking on the deliverability option, the deliverability page is open. There is access to send email labels under this there are three options. From these options select one of the options.

The three options that accessing to send emails are:

No Access: No access setting is used to block all the outgoing emails that are being sent by Salesforce.

System Email only: System Email only is used as a setting, only system-generated emails, like email alerts and reset emails, and can be sent from Salesforce.

All Email: All setting email permits all the outgoing emails from Salesforce and involves mass emails and email templates to be sent.

Set up email deliverability setting in Salesforce classic
Select the option from access to send an email

Step-4: Here we are selecting the Acces Level as All email from the list that is available below the Access to send email label. After selecting the option click on the save button.

How to set up email the deliverability setting in Salesforce classic
Click on the Save option

Step-5: After clicking on the save button the popup message occurs on the top of the page that represent your organization email settings have been saved.

How to set up email a deliverability setting in Salesforce classic
How to set up email a deliverability setting in Salesforce Classic

So, with this, we have learned about how to set up email deliverability setting in Salesforce classic.

Conclusion

In this tutorial, we have learned about What is email deliverability in salesforce. We have also discussed What email deliverability can do in Salesforce and also discuss the Types of email deliverability in salesforce. In addition, we have covered how to set up email deliverability settings in salesforce lightning as well as salesforce classic.

  • What is email deliverability in Salesforce?
  • What email deliverability can do in Salesforce
  • Types of email deliverability in Salesforce
  • How to set up email deliverability setting in Salesforce Lightning
  • How to set up email deliverability setting in Salesforce Classic

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