Considerations for Sending Email in Salesforce Classic

Before you send email, consider a few key points.

Required Editions

Available in: Salesforce Classic
Available in: All Editions except Essentials.

General

  • You can enter only one name in the To field.
  • You can include a signature in text emails only.

Tracking Email

To track email that you sent, use HTML formatting when authoring. Also make sure that your Salesforce admin has added the HTML Email Status related list to your contact, lead, and person account pages.