How to send email in Salesforce

In this Salesforce tutorial, we will learn how to send email in salesforce both in Lightning and Classic edition.

Every user in salesforce sometimes gets need of sending an email to their clients. So, if you are a salesforce user and learning to send emails to the client you’ve come to the right place.

We’ll demonstrate how to send email in Salesforce Lightning and Salesforce Classic step by step in this article. The topics that we will cover in this Salesforce tutorial are as follows.

  • Email in Salesforce
  • How to send email in Salesforce Lightning
  • How to change the setting of email in Salesforce
  • How to send email in Salesforce Classic

Email in Salesforce

Email stands for Electronic Mail. It is a technique for communicating over a network between two or more people. A sender and receiver are involved in this process.

Business, education, professional communication, and document interactions are where it is most commonly utilized. An email is a form of real-time communication that may be used to convey vital info to individuals around the globe.

The following are the most common reasons to send an email to a salesforce client.

  • Marketing Emails
  • Process Oriented Emails
  • Product Updates
  • Service Updates
  • Birthday Emails

The purpose of this blog post is to understand how to send emails in salesforce lightning and salesforce classic step by step.

Read: Enhanced Letterhead in Salesforce Lightning

How to send email in Salesforce Lightning

If you want to learn how to send email in salesforce lightning, follow the below-given steps.

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Step 1: Click on the App Launcher, then select any App that you want. Here, I select Marketing.

how to send email in salesforce
Select Marketing App

Step 2: Now, look at the tabs and select Contacts.

send email in salesforce
Select Contacts Tab

Step 3: Select the contact to whom you want to send an email. Here, I select Edna Frank.

how to send email in salesforce lightning
Select the specific contact to whom you want to send the email

Step 4: After you are in the contact record, scroll down and click “Email” in the activity component.

send email in salesforce lightning
Select Email in the Activity Component

Step 5: From and To are automatically selected. If you want to change the From, you can change it by selecting other.

Step 6: The Bcc is also automatically selected. If you want to change the Bcc read the last part of this section.

Step 7: Now, add the subject of an email.

Step 8: Compose the email in the text box. You can also change the Font, Size, Alignment, etc of the email. Even you can add the attachment to an email.

Step 9: Finally, click on Send.

send email in salesforce lightning
Compose an email in salesforce lightning mode

Step 10: You, can also check the status of the email, such as unopened, or opened.

how to send email in salesforce lightning example
Check the Status of the sent email in past activity

Step 11: If you want to delete the email, you can delete it by clicking on ⬇ and selecting the Delete option.

send email in salesforce lightning example

Click on the Delete button to delete the email in salesforce lightning

Read How to Send List Emails in Salesforce Lightning

How to change the setting of email in Salesforce

The following are the settings that you can change in the salesforce email.

Step 1: Scroll down to the activity component and select the ⬇ adjacent to Email.

Step 2: Select Set My Email Preferences.

How to change the setting of email in Salesforce
Set My Email Preferences

Step 3: If you want to change the name that appears on outgoing email, set the new name in Email Name. By default, it takes your name.

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Step 4: If you want to change the email address of the return email, set a new Email Address. By default, it takes your salesforce account email address.

Step 5: If you want to stop returning emails or you can say Bcc email, simply click on the No radio button.

Step 6: You can also add your signature to each email automatically, by setting your signature in the Email Signature field.

Step 7: After making the necessary changes to the setting of the email, click on Save.

change the setting of email in Salesforce
Change the Email Name, Bcc setting, Email Signature

Step 8: Now, you can see that when you compose an email, all the settings that you have changed are visible.

How to change the setting of email in Salesforce lightning
Email with Signature

With this, we have learned to send email in salesforce lightning mode.

Read How to Send Email through Quick Action in Salesforce

How to send email in Salesforce Classic

If you want to learn how to send email in salesforce classic, follow the below-given steps.

Step 1: Click on avatar and select Switch to Salesforce Classic.

how to send email in salesforce classic
Switch to Salesforce Classic

Step 2: Select any App that you want. Here, I select Service.

send email in salesforce classic
Select Service App

Step 3: Now, look at the tabs and select Contact.

how to send email in salesforce classic example
Select Contacts Tab

Step 4: Select the contact to whom you want to send an email. Here, I select Forbes, Sean.

send email in salesforce classic example
Select the specific contact to whom you want to send the email

Step 5: After you are in the contact record, scroll down and click “HTML Email Status” in the activity component. Select the Send an Email.

sending email in salesforce classic
Send n Email in HTML Email Status

Step 6: To is automatically set and the Bcc is also automatically set to your email address.

Step 7: Now, add the subject of an email.

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Step 8: You can also add an attachment to the email by clicking on Attach Email button.

Step 9: Compose the email in the box. Click on Send.

send email in salesforce classic
Compose an email in salesforce classic mode

Step 10: If you want to delete the email, you can delete it by scrolling down to Activity History, and clicking on either Del or Delete button.

send email in salesforce
Click on the Delete button to delete the email in salesforce classic

Step 11: Let’s see the view of email at the client’s end.

send email in salesforce example
Email view at Client End

With this, we have learned to send email in salesforce classic mode.

Conclusion

In this tutorial, we have learned how to send emails in salesforce lightning and salesforce classic and we have also learned to delete emails in salesforce. Additionally, we have learned to change the settings of email in salesforce.

  • Email in Salesforce
  • How to send email in Salesforce Lightning
  • How to change the setting of email in Salesforce
  • How to send email in Salesforce Classic

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