How to Test Email Deliverability in Salesforce

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

Test deliverability refers to the process of sending the test emails to make sure that email notifications and alerts extended their intentional receiver. This process includes confirming that the email addresses are correctly arranged.

The email template is set up accurately and the email notification is reaching the intended receiver without any issues.

If you are glancing to learn how to test email deliverability in Salesforce. We will demonstrate how to test email deliverability in Salesforce Lightning and Salesforce Classic step by step in this article.

And these are the topics that we will cover in this Salesforce tutorial are as follows.

• What is test deliverability in Salesforce?
• Categories of test deliverability in Salesforce
• Characteristics of test deliverability in Salesforce
• How to test email deliverability in Salesforce Lightning
• How to test email deliverability in Salesforce Classic

What is test deliverability in Salesforce

In Salesforce, the test deliverability can check by the administrator by sending the test emails to several email addresses and involving internal users and external email addresses.

The administrator can make sure that reproving email notifications like resetting passwords and other notifications are being brought to users without any issues.

Salesforce gives several tools and features that assist the administrator’s testing email deliverability like the deliverability dashboard that gives a real-time range of vision into email delivery status that permits administrators to trace the email activities.

Test deliverability refers to the action of sending test emails to make sure that email notifications and alerts extended their intentional receiver. This process includes confirming that the email addresses are correctly arranged.

So, with this, we learn about What is test deliverability in Salesforce. Further, we will understand the categories of test deliverability in Salesforce.

Categories of test deliverability in Salesforce

Here we are discussing the categories of test deliverability in Salesforce. There are two categories of test deliverability in Salesforce.

• System Email Deliverability
• Marketing Email Deliverability

System Email Deliverability: System email deliverability refers to the capability of the salesforce for sending system-generated emails like password reset emails.

The administrator of the salesforce can test email deliverability by sending the test email to several email addresses to make sure that the email that they send are received without any issues.

Marketing Email Deliverability: System email deliverability refers to the capacity of the salesforce to send marketing emails like newsletters, promotional emails, and other marketing communications.

With the help of the email deliverability test tool, the salesforce administrator can test the marketing email deliverability. This tool also permits the administrators to test email deliverability by simply sending the test emails to several email addresses and checking the email deliverability score.

In insertion of these two categories, the salesforce also provides several features and tools that help the administrator for testing and monitoring the email deliverability like the email deliverability tool and email dashboard.

Using these types of tools the administrator makes sure that the email that they send is received by the receiver without any issues.

In this way, we have learned Categories of test deliverability in Salesforce. Let’s move ahead are learn the characteristics of test deliverability in Salesforce.

Read How to Setup Email Deliverability Setting in Salesforce

Characteristics of test deliverability in Salesforce

Here we are discussing the categories of test deliverability in Salesforce. There are commonly three main categories of test deliverability in Salesforce:

Deliverability test: This deliverability test is used for checking when the email that is sent by the salesforce is being delivered to their intended receiver. It includes sending test emails to one or more email addresses and after sending the test email checking the delivery status of those emails.

Authentication test: The authentication test is used for checking whether emails sent from Salesforce are being authenticated properly verifying that the sender’s email address is registered or not with an authorized service provider and that the email is being sent by using a valid email domain.

Compliance test: A compliance test is used for checking whether emails sent from salesforce observe various email regulations and best practices. It includes checking the email content, delivery method, and formatting to make sure that they are in line with guidelines and industry standards.

By managing the tests in every category, administrators of Salesforce can recognize and settle any issue that may be sticking to the deliverability of emails sent from salesforce. This helps make sure that important communication from the salesforce like customer service messages and marketing campaigns are delivered efficiently.

With this, we have learned about the categories of test deliverability in salesforce. Now, let’s move ahead and see how to test the email deliverability setting in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

How to test email deliverability in Salesforce Lightning

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

Step-1: First, 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.

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

Step-3: After clicking on the test deliverability, the test deliverability page is open. Under this test deliverability page, there is an email address text box where we can write the address of the sender’s email.

We can send the email by simply clicking on the send button that is present below the email address option.

Salesforce is being authenticated properly verifying that the sender’s email address is registered or not with an authorized service provider and that the email is being sent by using a valid email domain.

Step-4: After entering the email address of the sender simply click on the send button for sending the email to the intentional receiver.

When we click on the sent button a pop-up message is generated at the top of the page that is 16 test message has been sent to this email address. After sending the test email check the delivery status of those emails.

Step-5: Go to Gmail, which email address you are mentioning in the email address under the test deliverability page? And you can see that the test email received is sent by Salesforce and it consists of the IP addresses.

Step-6: After clicking on the one of test deliverability email and you can see that this email is for the confirmation that we can receive email from the salesforce.com IP address.

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

How to test email deliverability in Salesforce Classic

Here we test email deliverability in salesforce classic. If you want to learn how to test email deliverability 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.

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

Step-3: After clicking on the test deliverability, the test deliverability page is open. Under this test deliverability page, there is an email address text box where we can write the address of the sender’s email. We can send the email by simply clicking on the send button that is present below the email address option.

Salesforce is being authenticated properly verifying that the sender’s email address is registered or not with an authorized service provider and that the email is being sent by using a valid email domain.

Step-4: After entering the email address of the sender simply click on the send button for sending the email to the intentional receiver.

When we click on the sent button a pop-up message is generated at the top of the page that is 16 test message has been sent to this email address. After sending the test email check the delivery status of those emails.

Step-5: Go to Gmail, which email address you are mentioning in the email address under the test deliverability page? And you can see that the test email received is sent by Salesforce and it consists of the IP addresses.

Step-6: After clicking on the one of test deliverability email and you can see that this email is for the confirmation that we can receive email from the salesforce.com IP address.

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

Conclusion

In this tutorial, we have learned about What is test deliverability in salesforce. We have also discussed categories of test deliverability in Salesforce and also discuss the characteristics of test deliverability in salesforce. In addition, we have covered how to test email deliverability in salesforce lightning as well as salesforce classic.

• What is test deliverability in Salesforce?
• Categories of test deliverability in Salesforce
• Characteristics of test deliverability in Salesforce
• How to test email deliverability in Salesforce Lightning
• How to test email deliverability in Salesforce Classic

You may also like to read the following Salesforce tutorials.

• How to use Classic Email Template in Salesforce
• How to send email in Salesforce
• How to Send Email through Quick Action in Salesforce
• How to Add Email to Activity Tab in Salesforce
• How to create Visualforce Email Template in Salesforce