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Send an Email

How to Send an Email in Salesforce

Send an Email

You can use Salesforce to send and log emails to your leads and contacts.

Send an Email

  1. Open the lead or contact you want to email.
    Send an Email
  2. Scroll down to the Activity History and click Send an Email.
    Send an Email
  3. Click HTML or Switch to Text Only to change the email format.

    Clicking HTML allows you to include text formatting in your email.

  4. (Optional) Add any additional recipients in the Additional To, CC, or BCC fields.

    You can simply enter their email or click the lookup button.

    You can lookup emails from co-workers in your company, or contacts from the same account.

  5. Click Save.
    Send an Email
  6. Enter the Subject and Body for the email.
    Send an Email
  7. To add an attachment, click Attach File.
    Send an Email
  8. Click Browse.
    Send an Email
  9. Select the file you want to attach and click Open.
    Send an Email
  10. Click Attach to Email to upload the file.

    The file appears in the Attachments list.

    You can add additional files by repeating the process.

  11. When you're finished, click Done.
    Send an Email

    The attachment appears at the bottom of the email.

  12. Click Send.
    Send an Email

Salesforce sends the email to the recipients and it appears in the Activity History.

Use an Email Template

You can also send pre-written email templates.

  1. Click Send an Email.
    Use an Email Template
  2. Click Select Template.
    Use an Email Template
  3. A window that displays a list of available templates appears.

  4. Select the folder that contains the template.
  5. Select the template.
    Use an Email Template
  6. Modify the message if desired.
  7. Click Send when you're ready to send the email.
    Use an Email Template

Salesforce sends the email and logs it in the Activity History.