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.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Cloud and included in Professional, Enterprise,
Performance, and Unlimited Editions
|
| User Permissions Needed |
| To send email: |
Send Email permission and access to the record the email is sent from |
| To schedule an email to send later: |
Use Inbox user permission, available with a Sales Engagement, Sales Cloud Einstein, or
Inbox license
OR
Sales Engagement Basic user permission
|
| To edit a page layout: |
Customize Application |
Enhanced email must be enabled.
-
Go to an object home page or the Salesforce home page where you want sales reps to manage
scheduled emails.
-
Click the gear icon and select Edit Page.
-
Add the Send Email Later - Pending List component to the page and save the change.
The Send Email Later - Pending List component creates a list of scheduled emails that have
yet to send.
