Setting up Email Engagement Tracking in Salesforce

Riva Sales Engagement allows email engagement metrics tracked by Riva to be synced over to Salesforce Email Message Object with Riva Sync. This is a guide to set this feature up.

Email Engagement Tracking is a feature within:

• Cadences
• Opens & Clicks 
• Email Bursts

In Salesforce:

1. Ensure Email Tracking is enabled (Activity Settings - “Enable Email Tracking”)
   • This gives Riva access to Email Message Object fields specific to email tracking like “FirstOpenedDate”, “IsOpened”, “IsTracked” and “LastOpenedDate”
2. Enable “Enhanced email” (Settings –> Email –> Enhanced Email)
   • This allows emails to become a standard Email Message Object rather than a Task
3. (Optional) Customize Email Message Object layout in Object Builder -> Email Message -> Page Layout
   • Include email tracking-related fields in the layout so that it is visible to users viewing the email message object