Contents

• Overview
• Troubleshooting within LeanData
• Troubleshooting within Salesforce
• "All Email"
• Email Logs
• Test Deliverability
• Troubleshooting Emails Sent to Spam
• DKIM Keys
• SPF and DKIM Alignment Fails

 

Overview

LeanData sends emails through Salesforce, using Salesforce's native API. Notifications from LeanData (such as those from FlowBuilder) are sent using the LeanData Integration User’s email address or another Salesforce organization-wide email address as set. If you notice any issues with email notification deliverability from LeanData, you can use this guide to troubleshoot.  

 

Troubleshooting within LeanData

If you are encountering issues with email notifications, you can first use the following steps to troubleshoot in LeanData directly:

• Check the node with the expected email notification to ensure the user is one of the recipients. Make sure there are no invalid emails listed.
• Check within LeanData Audit log to ensure routing error is not generated upon routing the record.

 

Troubleshooting within Salesforce

To ensure Salesforce can send all necessary messages, confirm that the "All Email" setting is enabled under Deliverability, especially in sandbox environments where it may default to "System Email Only." If emails aren't being received, request an email log to check if messages were sent by the LeanData integration user at the expected time. You can also test deliverability by sending a test email from Setup to verify configuration and delivery.

 

"All Email"

Ensure that "All Email" in enabled under Deliverability in Salesforce Setup. The "All Email" setting in Salesforce allows your org to send all types of emails, including system notifications and user-triggered messages. It's especially important for integrations like LeanData, where workflow-related notifications rely on outbound email.

"All Email" is typically enabled by default. However, in sandboxes, it's often set to "System Email Only" to prevent test emails from reaching real users. 

 

For more information, you can visit Salesforce's guide, Email Deliverability.

 

Email Logs

Requesting an email log within Salesforce to further troubleshoot can help identify whether emails were sent and where they may be getting blocked.

Within the Email log, check if any emails were sent out by the LeanData integration user to the expected email recipients at the time of record processing time. 

 

To request an email log, you can follow Salesforce's guide, Request an Email Log. 

 

Test Deliverability

Salesforce provides a way to test your email deliverability settings by sending a test email directly from Setup. This helps confirm whether your organization’s email configuration—such as sender verification, deliverability settings, and authentication protocols—is working correctly. By sending a test email to yourself or a colleague, you can verify that emails are properly sent and received. 

 

For more information, you can visit Salesforce's guide, Test the Deliverability of Emails Sent Through Salesforce. 

 

Troubleshooting Emails Sent to Spam

DKIM Keys

If emails notifications are being received by the desired User's, but are being sent to spam folders, you can set up a DKIM (DomainKeys Identified Mail) key in Salesforce. 

This involves generating a DKIM key in Salesforce Setup, then adding the provided DNS TXT record to your domain’s DNS settings. Once Salesforce verifies the DNS record, your emails are cryptographically signed, helping improve email authenticity and deliverability. 

To set up DKIM Keys, you can follow Salesforce's guide, Create a DKIM Key. 

 

SPF and DKIM Alignment Fails

Additionally, to avoid conflicts, you can uncheck the Activate bounce management and Enable compliance with standard email security mechanisms settings in Email Deliverability to ensure DKIM works properly.

 

For more information, you can visit Salesforce's guide, SPF and DKIM Alignment Fails. 

If User's are still experiencing issues with emails being sent to their spam folders, we recommend reaching out to Salesforce Support for further assistance. 

 

For questions or additional assistance please contact LeanData Support.