You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365. Before setting up Send using Gmail or Office 365, review some information on triggers and workflow regulations.
- Open the record from which you want to send the email.
- Click the Activity tab and then click Email. ...
- If the To: field is blank, add an email address for a contact, lead, or person account. ...
- Write your email, or insert an email template.
- Add any attachments you want.
What is Salesforce Lightning mass emailing?
But since the Winter ’18 release, Salesforce has brought this feature to Lightning, with a really slick interface and extra features. Mass Emailing essentially allows you to send an email template (Complete with images, merge fields and attachments), to a list of contacts, person accounts or leads.
How to add images to email templates in Salesforce Lightning?
Add images to email templates in Salesforce Lightning easily by dragging an image component from the left-hand sidebar on to the email canvas. 5. Welcome to the Lightning Email Builder! You’ll recognize the layout of the Content Builder. On the left-hand side are the drag and drop components.
How do I update an email alert in Lightning?
However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template Send Test and Verify Merge Fields (please vote for the idea here!)
Do you use Salesforce Lightning with Salesforce classic?
Well you do now! I know very few people that use this feature within Salesforce classic, presumably because there are various limits against it. But since the Winter ’18 release, Salesforce has brought this feature to Lightning, with a really slick interface and extra features.
How do I send an email in Salesforce?
Send Email in Salesforce ClassicOn the Activity History related list of a record, click Send an Email.To change formatting type, click Switch to Text-Only or Switch to HTML.To use a predefined email template, click Select Template.Complete the fields.Click Send.
How do I send a mass email from Salesforce lightning?
How to Send Mass Email in Salesforce LightningClick Contacts to see your list of contacts. ... When you've selected all the recipients, you're ready to send the list email. ... You'll see a classic email editor where you can attach some files to the recipients, and you're good to go.
How do I send an email from a flow in Salesforce?
To send email from your flow, either call an email alert action or create the email in the flow. Send an email by using a workflow email alert to specify the email template and recipients. The flow provides only the record ID. Send an email by specifying the subject, body, and recipients in the flow.
How do I email multiple people in Salesforce?
Sending mass emails from Salesforce is simple. Create a list of recipients. Create an email template with merge fields to personalize each copy of the email and off you go....List Email LimitationsEnable List Email for Your Users.Send List Email.Check List Email Object Record.Create HTML Email Status Report.
How do I send an email to multiple people in Salesforce?
0:374:07How to Send Personalized Emails to a Group | Lightning ExperienceYouTubeStart of suggested clipEnd of suggested clipA really easy way to send to the entire list view is to click select all and then send list emailMoreA really easy way to send to the entire list view is to click select all and then send list email from the list.
How do I automatically send emails in Salesforce?
If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.
How do I make a flow email?
Select Create a flow. In the Create a flow panel, you can explore various templates available for your list. Send a customized email when a new SharePoint list item is added. Name and description of the template....Create a flowCreate a flow.See your flows.Configure flows.
How do I send an email using process builder?
Search for Process Builder. Under Build > Create > Workflow & Approvals, click Process Builder. Click New. Enter a name for the process in the Process Name text box....Click Add Object.Under Object, select Email Message.Under Start the process, select only when a record is created.Click Save.
Can you edit email templates in Content Builder?
You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
Can you use email templates in Salesforce?
As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.
Can you edit Lightning email templates?
Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.
