在 Salesforce 中,您能否验证工作流发送的电子邮件是否已被收件人打开?

发布于 2024-09-11 09:56:32 字数 315 浏览 5 评论 0原文

我正在使用销售人员工作流程向客户发送产品信息和发票,但在思考如何验证客户是否收到电子邮件和/或打开电子邮件时遇到了问题。有什么方法可以证明客户收到了我的库存清单或发票?在对这个主题进行一些事先研究时,我遇到了以下建议:

  1. 在电子邮件中添加具有唯一 ID 的 1x1 不可见图像
  2. 添加常规图像而不是 1x1(可能是公司徽标)
  3. 收件人单击链接以查看发票

让 所有这些解决方案,您必须检测它们的图像请求或链接请求,并为每个客户端提取/生成唯一的 ID。我不太确定如何在销售人员中执行此操作,因此任何帮助以及其他检测想法将不胜感激。

I am using a salesforce workflow to send out product information and invoices to clients but I am running into problems thinking of how to verify if a client receives the email and or opens it. Is there any way to prove that a client received my inventory list or invoice? Doing some prior research on this subject I have come across the following suggestions:

  1. Adding a 1x1 invisible image to the email with a unique id
  2. Adding a regular image instead of a 1x1, maybe company logo
  3. Having the recipient click a link to see the invoice

With all these solutions, you have to detect image requests or link request for them and extract/produce a unique id for each client. I am not really sure how to do this in salesforce so any help would be appreciated, along with other detection ideas.

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度的依靠╰つ 2024-09-18 09:56:32

如果您有 Salesforce Content,则可以通过一些方法向客户公开具有您所需功能的文档。基本上,您将发送一封带有链接的电子邮件,稍后您可以跟踪打开确认,计算下载了多少次。您还可以设置文档的到期日期(该日期之后无法再下载)。

至于来自 Apex/Visualforce 的“纯”电子邮件,基本上是手动重新创建内容的功能...如今,除非邮件收件人明确允许,否则大多数邮件客户端都会阻止外部图片,因此我怀疑您对标记为已打开的电子邮件的跟踪情况不佳。也许您可以创建一个小型 Visualforce 页面(没有标题,没有样式,只有使数据库中“查看发票”更新的控制器)。显示此页面上文档中的图像(确保它是“外部可用图像”),甚至只显示以 base64 编码的 1 像素...

If you have Salesforce Content, there are some ways to expose documents to clients with the features you need. Basically you'll send an email with link and later you can track confirmation of opening, count how many times was it downloaded.. You can also set the expiration date to the document (can't be downloaded anymore after the date).

As for "pure" email from Apex/Visualforce and basically manually recreating the Content's functionality... nowadays most mail clients block external pictures unless explicitly allowed by the mail recipient, so I suspect you'll have poor track of emails marked as opened. Probably you could create a small Visualforce page (no header, no styles, just controller that makes update "invoice viewed" in the database). Display image from Documents on this page (make sure it's "externally available image") or even just display 1 pixel encoded in base64...

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