Do you want to send an email through Quick Action Salesforce to communicate with leads and contacts?
In this Salesforce tutorial, I will explain email quick actions and guide you step-by-step through sending them. Additionally, I will explain what to do when send email through quick action in Salesforce that is not visible.
Send Email through Quick Action Salesforce
Quick Action in Salesforce is a feature that allows users to quickly perform the task. One such quick action that you can perform in Salesforce is email quick action Salesforce.
Send an email quick action is already created in Salesforce in some of the objects, such as contact and lead, but if you want to create this quick action on any other object, you can also do so by creating a custom quick action in Salesforce.
Using this send email quick action, you can send emails to individual records quickly. It also allows you to add the email template and customize the email look.
Moreover, quick action emails also allow you to send the email dynamically that automatically fetches the information of the record using the merge fields.
How to Send Email in Salesforce
There are multiple ways to send email in Salesforce. One can send the email automatically in Salesforce, or if you want, you can also send the email to multiple recipients.
But if you still want to send email to an individual quickly you can also do in Salesforce. Moreover, you can send emails in Salesforce Lightning and Salesforce Classic.
For sending an automatic email using flows and sending emails to multiple clients in Salesforce, I have written a separate article with complete details. So, let’s learn here how to send email using quick action.
Send Email Quick Action Salesforce
Below are the steps to send email in Salesforce using quick action.
Step-1: Navigate to the Setup, click on the App Launcher, and search for the Object whose record you want to send email.
You can directly click on the Obejct from the Nav Bar whose record you want to send email. For example, I want to send email to Contacts.
Step-2: Select the Contact to whom you want to send an email. Here, I select Edna Frank.
Step-3: It will redirect you to the detail page of the content. Then, move to the Activity section and click on the Send Email quick action button.
Step-4: It will open up the pop-up window to compose the email that you want to send. Here, From and To are automatically filled. The BCC is also already filled if you set it in the setting of the email.