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A
Anonymous
February 9, 2015
Question

Can I track opens of alerts and apply that to an associated lead?

  • February 9, 2015
  • 2 replies
  • 783 views
Here's my specific use case: I want to send alerts out to my channel partners whenever my sales team members assign a lead to them. I also want to know that the channel partner has opened the email and read it.

I've made a checkbox in SFDC for leads called "Partner Opened Email"; I can send an email to the partner, but I want to check that box when the partner opens the email.

(How) Can I do this? I expected to be able to, but upon trying to implement it, it's not working out the way I expected.
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2 replies

Grant_Booth
Grant_Booth
Level 9
February 9, 2015
Hi Daniel,

Alert emails aren't tracked, so I'm not sure of a direct way you can do this. You might consider using the Create Task flow step instead of Send Alert, to create a task in Salesforce instead (and set it to send a notification to the owner). It won't track opens but it does show up as an actionable item for your sales reps.
A
Anonymous
February 9, 2015
Here's the problem, though... my channel partners are not SFDC users within our systems. They're partners. I send a lead out to them, and while they exist as contacts within SFDC, I cannot assign them tasks, as they're not users.

Are alert emails not tracked at all?
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