If you’re using Lightning Experience, you can email contacts, leads, and your own colleagues directly from account, person account, contact, lead, opportunity, campaign, and case records you have access to. You can send an email to any valid email address, and attach files to your emails.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions |
- Send Email from a Record in Lightning Experience
Send rich-text email, including attachments, directly from the record you’re on. Send to customers, colleagues, or any valid email address. - Email Attachments
It’s important to understand how access and sharing work for merge fields, email templates, and attachments. - Merge Fields and Templates in Emails
Use merge fields and email templates in your emails to increase accuracy and productivity. - Find Email Sent from a Salesforce Record in Lightning Experience
After you send an email, Salesforce creates an email record to track the email and store its content. The activity feed includes a link to that email. If you sent an email to a contact or lead, each of those records includes a link to the email. - View Email Engagements on Email Records
When reviewing an email details page, sales reps now see the complete list of engagements pertaining to that outbound email. - Considerations for Insert Availability in Lightning Experience Desktop
Be aware of these considerations for using Insert Availability in Lightning Experience desktop. - Considerations for Email Replies in Lightning Experience
Be aware of these considerations when replying to emails in Lightning Experience. - Schedule Emails with Send Later
As sales reps send emails to leads and contacts, they can schedule the emails so that they arrive at the most optimal time. Set up Scheduled Emails in Lightning Experience so that reps can update the content of a scheduled email and change its scheduled date and time. - Use the Email Action in Lightning Experience
The Lightning Email action allows emails to be sent from anywhere in Salesforce. It allows greater customization, such as adding and removing fields or specifying predefined values. The action also supports all objects which have activities enabled, and can be invoked from anywhere in Lightning Experience.