Email deliverability in Salesforce is a crucial aspect of any organization’s email marketing strategy. However, there may be times when you need to temporarily disable email deliverability in Salesforce for testing or troubleshooting purposes. In this article, we will discuss how to turn off email deliverability in Salesforce and provide some best practices for doing so.
To turn off email deliverability in Salesforce, follow these steps:
1. Log in to your Salesforce account and navigate to the Setup menu.
2. In the Quick Find search bar, type in “Deliverability” and select the Email Deliverability option.
3. On the Email Deliverability page, you will see a section titled “Access Level.” This section allows you to control who can send email from Salesforce. To turn off email deliverability, simply select the “No access” option.
4. Click the Save button to apply the changes.
Once you have turned off email deliverability in Salesforce, any emails sent from the system will not be delivered to the recipients. This can be useful for testing email templates, workflows, or other email-related functionalities without affecting your email deliverability rates.
It is important to note that turning off email deliverability in Salesforce should only be done temporarily and for specific purposes. It is not recommended to leave email deliverability turned off for an extended period of time, as this can negatively impact your communication with customers and prospects.
When turning off email deliverability in Salesforce, it is also a good idea to communicate with your team members and stakeholders to ensure that everyone is aware of the changes. This will help avoid any confusion or misunderstandings regarding the status of email deliverability in the system.
In addition to turning off email deliverability in Salesforce, there are some best practices to keep in mind when testing or troubleshooting email-related functionalities in the system:
1. Use a sandbox environment: If possible, perform your testing in a sandbox environment rather than in your production org. This will help prevent any unintended consequences of turning off email deliverability in your live system.
2. Test with a small group of users: When testing email templates or workflows, consider sending test emails to a small group of users first to ensure that everything is working as expected before sending emails to a larger audience.
3. Monitor email deliverability metrics: Keep an eye on your email deliverability metrics, such as open rates, click-through rates, and bounce rates, to ensure that turning off email deliverability has not had a negative impact on your email marketing efforts.
By following these best practices and guidelines, you can effectively turn off email deliverability in Salesforce for testing or troubleshooting purposes while minimizing any potential risks to your communication with customers and prospects. Remember to always communicate with your team members and stakeholders and to use a sandbox environment whenever possible to ensure a smooth and successful testing process.