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Send Email in Salesforce Classic

Send Email in Salesforce Classic

Email your contacts, leads, person accounts, and coworkers directly from account, contact, lead, opportunity, case, campaign, or custom object pages in Salesforce Classic.

Required Editions

Available in: Salesforce Classic
Available in: All Editions except Essentials
User Permissions Needed
To send email: Send Email
  1. On the Activity History related list of a record, click Send an Email.
  2. To change formatting type, click Text-Only or Switch to HTML.
  3. To use a predefined email template, click Select Template.
  4. Complete the fields.
  5. Click Send.
Note
Note When you send an email to a Contact or Lead through the Send an Email composer, it checks the recipients' email opt-out preference. If any recipients have opted out, you see a warning banner. When you enter an email address into the Additional To, CC, or BCC field, the composer doesn't check the email opt-out preference and no warnings are shown.
 
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