When setting up a smart email mapping, you can choose to create a Salesforce record each time an email is sent. This is what controls whether you can see transactional email history in Salesforce.

Your options for displaying sent email activity:

Task or Email Message record

You can configure the mapping to create either a Task or an Email Message in Salesforce when an email is sent.

These local copies can be displayed using standard Salesforce layout features like related lists. Tasks will include the text version of the email sent and Email Messages will store a full HTML email preview.

Note: The previews are populated after the next primary sync runs, not as soon as the transactional is sent.

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Lightning component

You can also add our custom Transactional Emails component to your Lightning page.  It has the advantage of calling out live to Campaign Monitor for the the clicks and open stats for sent emails.

Notes:
The component still requires a Task or Email Message record to be present in order to display tracking information, but they don't have to be on the layout.

Clicks and opens are retrieved live from Campaign Monitor when the component is loaded, not stored locally in Salesforce, so they are not available for reporting.

Email previews will be displayed live from Campaign Monitor for as long as they are available on the API. Campaign Monitor archives transactional emails after abotu 30 days. After that, users will see the text or HTML previews stored in the task or message, respectively.

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Important caveats:

• You can only create activity records if your root object supports activities in Salesforce.
• For multi-recipient emails, one activity record is created per recipient. For example, sending to one To address and one CC will create two records.

Transactional Email Guide

Related Articles

• How can I view my email tracking history in Salesforce?
• Can I see Campaign Monitor email activity in the Salesforce Activities Timeline?

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