How to implement Send an Email functionality for custom object
- Once we click on "Select Template" button it should open a new window with all the existing email templates
- Once we select any one email template the subject and body should populate on subject and Body field in visualforce page.
Full Answer
How do I create a custom object for mass email contacts?
Create a Custom Report Type for the custom object with Contacts if you do not see the object. Run a report to list all the Contact records for the custom object. Click Add to Campaign (You can select an existing Campaign or create a new Campaign to add Contact records to). Click Contacts | Mass Email Contacts .
How do I change the list of recipients in Salesforce?
Select a list view of recipients, and then click Go . By default, My Contacts, My Leads, Active Users, or My Cases views; include all records of that type with an email address. To change the list of recipients, create a Create a Custom List View in Salesforce Classic .
How do I send out mass emails to contacts or leads?
You can send out mass emails to your Contacts or Leads by first creating a report, and then adding your Contacts or Leads to the Campaign. Click Reports . Click New Report . Select the Report Type for the custom object with Contacts. Create a Custom Report Type for the custom object with Contacts if you do not see the object.
How do I create a custom list view in Salesforce classic?
By default, My Contacts, My Leads, Active Users, or My Cases views; include all records of that type with an email address. To change the list of recipients, create a Create a Custom List View in Salesforce Classic . Enter the View Name and View Unique Name. Select the 'Campaign' option and Add Campaign. Then select the list view and filter.
Can you send email from custom object in Salesforce?
Email to Any Standard or Custom Object e2a delivers Email-to-case to any Salesforce object, including custom objects.
How do I send an email using custom button in Salesforce?
To add a custom link or button on the Case screen, navigate in Salesforce to Setup > App Setup > Customize > Case > Buttons Links and Actions. Create a custom button or link. In our example we're defining a custom button to execute some javascript which will open an email template.
How do I send an email from a field 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 an email in lightning component?
Send Email from a Record in Lightning ExperienceOpen the record from which you want to send the email.Click the Activity tab and then click Email. ... Write your email. ... Add attachments if you need to.To add multiple attachments from your computer, drag the files into the body of the email.Preview and send.
How do I create an email quick action in Salesforce?
Create the Send Email quick action.From Setup, click the Object Manager tab. ... Click New Action.For Action Type, select Send Email.For Standard Label Type field, select a label for this action. ... The Name field is auto-filled. ... In the Description field, describe what this quick action does. ... Click Save.
How do I send an email to a case in Salesforce lightning?
From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page. Click New Action. For Action Type, select Send Email....For Field Name, select one of the following fields:To Recipients.CC Recipients.BCC Recipients.
How do I automate 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 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.
Is it possible to generate email from records?
Yes. We have provision to create a record Email Related List (EmailMessage object). Note : Below code is a Sample code for your reference. );
How do I send a bulk email from Salesforce?
To send mass emails to users, click Your Name, Setup, Manage Users, Mass Email Users.Select a list view of recipients and click Go. ... Click Next.Choose from the available templates. ... Next, preview your template, which is optional but recommended. ... Click Next.You will now be brought to the confirmation page.More items...
Can I send emails from Salesforce?
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.
How do I send an email from Apex in Salesforce?
The syntax for sending an email is: Messaging. sendEmail(new Messaging....Note the following:The email is not sent until the Apex transaction is committed.The email address of the user calling the sendEmail method is inserted in the From Address field of the email header. ... Maximum of 10 sendEmail methods per transaction.More items...