Sending Emails in Salesforce
Single Emails
Global Actions
- Click on the Global Action icon at the top of the screen
- Select Email
- Add your recipients and relate to a record
- By Default it’s the account object, but you can use the down arrow to associate to other objects
Record Pages
In this example we will use the Account Page, but this can be done from Contacts, Opportunities, and Cases.
- Navigate to Account Page
- Scroll down to the Activity Timeline
- Select the Email icon
- Email will automatically be related to the Account you are on.
List Emails
List Emails can be sent from two places. They can be sent from a Contact related list page, or through a campaign. In this example, I will be showing from a contact list page. You can use this link to review how you can send a list email from a campaign.
- Click on the Contacts Tab
- Using the drop down select the list of contacts you would like to email to
- Use the checkboxes to select the contacts you would like to be a part of your list email (You can scroll to the bottom and use the top checkbox to select all)
- After your contacts are selected (up to 200 on list view – to get around the limit you can add to a campaign and send a list email from there)
Tips 💡
Merge Fields
Merge fields can be used to make your list emails more personal.
- Scroll to the bottom of the email composer.
- Click on the button with 2 curly brackets
- You can use Formatted FirstName and that will replace that text with the customers name:
- Click on Review to see the what the end result would look like
