How to Schedule Send Email in Salesforce

In this Salesforce tutorial, we will learn how to schedule the send emails in Salesforce.

As a marketing, sales, and HR representative, you may need to send emails to leads and contacts that are sent at the right time. So for this, we will schedule an email.

If you want to learn different cases in which we need to schedule an email with its benefits and procedure in Salesforce Lightning and Salesforce Classic, you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• Schedule Send Email in Salesforce
• How to Schedule Send Email in Salesforce Lightning
• How to Schedule Send Email in Salesforce Classic

Schedule Send Email in Salesforce

In Salesforce, we can send emails to one or more contacts or leads directly from the Salesforce platform. In addition to this, it provides us the ability to schedule an email, so that it can be sent at a later time.

Scheduling an email helps the user and organization to communicate more effectively and efficiently. Moreover, it aids in effective time management, increased productivity, avoids last-minute communication stress and anxiety, etc.

Furthermore, email scheduling is a useful tool, that can be used in a variety of scenarios such as sending up reminders, follow-ups, communication with clients during weekends, etc.

It can even be utilized when we need to communicate with a client that sits in a different country, we can schedule an email with their timezone and send an email during his working hours without affecting our time.

In short, by scheduling an email we stay organized, save time, communicate effectively, engage in large communication, and also increase productivity.

With this, we have understood Schedule Send Email in Salesforce with its benefits and various use cases. Next, we will move ahead and learn the steps to schedule the send email in Salesforce Lightning.

How to Schedule Send Email in Salesforce Lightning

Here, are the steps to schedule an email in Salesforce Lightning Component:

Step 1: Log in to Salesforce Lightning mode, navigate to the right corner of the page, click on the gear icon (⚙), and from the dropdown menu (⬇) select “Setup”.

Step 2: First, we need to create an email message to schedule an email in Salesforce. For this, move to the left-hand side, click on “App Launcher”, search for “Lead or Contact”, to whom we want to send an email, and select it.

Here, I search for the “Contacts” item and select it.

Step 3: Now, select a contact record to whom we want to send an email by checking its checkbox. Here, I select the “Carolyn Crenshaw“.

Step 4: On the top left side of the page, click on the “Send List Email” button.

Step 5: Once a new email message pop-up is opened, compose an email. “Recipient” and “To” are already added, if we want to add more recipients we can add them.

Step 6: Now, add the subject, body, and attachment file or link if any that we want to include in the email.

Step 7: To schedule the email, click on the dropdown arrow next to the “Send” button and click on the “Send Later” button, it will show up the scheduling options.

Step 8: In the scheduling pop-up window, select the specific “Date”, “Time”, and “Time Zone”.

Step 9: Once the date and time for scheduling the email is set, click on the “Save” button.

Step 10: After reviewing the message and click on the “Send Later” button to schedule the email to be sent at the specifically selected time.

With this, we have successfully scheduled the send email in the Salesforce Lightning. Now, will proceed and learn to schedule the email from Salesforce Classic.

How to Schedule Send Email in Salesforce Classic

In the Salesforce Classic component interface, there is no option for the “Send Later” button. If you still want to schedule an email in Salesforce classic component, you can follow any of the below-define ways:

• We may schedule emails in the Salesforce Classic interface with the help of a number of third-party apps accessible in the Salesforce AppExchange, such MassMailer.
• In Salesforce Classic, we can set email alerts instead of scheduling an email based on certain criteria such as a specific date.
• The final alternative is to move to Salesforce Lightning, where you can send an email later by selecting the “Send Later” button.

Conclusion

With this, we have learned about Schedule Send Email in Salesforce with their benefits, and various use cases. In addition, we have learned the procedure of how to schedule send email in the Salesforce Lightning Component.

Moreover, we have learned the alternative of scheduling the send email in Salesforce Classic. In addition to this, the following are the topics that we have discussed:

• Schedule Send Email in Salesforce
• How to Schedule Send Email in Salesforce Lightning
• How to Schedule Send Email in Salesforce Classic

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