Manage Email and Templates in Lightning Experience | Salesforce
Manage Email and Templates in Lightning Experience
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. Or send to any valid email address. Attach files. Automate with merge fields. Use a template if you want to: either choose from the samples we offer or create your own. Templates are shared automatically with your organization.
Available in: SalesforceLightning Experience
Developer, Enterprise, Professional, Performance, and Unlimited editions
Send Email from a Record Send rich-text email, including attachments, directly from the record you’re on. Send to customers, colleagues, or any valid email address. Email is available for a number of items, including accounts, person accounts, contacts, leads, opportunities, campaigns, and cases. When you send an email, Salesforce creates a task record to track the action and store its content. Find a link to the task record in the Activity feed of the record the email was sent from or on related records.
Find Email Sent From a Salesforce Record After you send an email, Salesforce creates a task record to track the action and store its content. The activity feed includes a link to that task. If you sent email to a contact or lead, each of those records includes a link to the task. For emails that don’t include any contacts or leads as recipients, the task and the feed item are created for the object you were on when you sent the email. If you use Automatic BCC, as defined in your email settings, you’ll receive a copy of the email in the inbox of your specified return address.
Create a Template to Standardize Common Emails Create email templates to save time and standardize email sent by you or others in your organization. Use merge fields if you need them. Your page layout and field-level security settings determine which fields are available for merging. Templates you create are automatically public: they’re available for use by others in your organization.
Use a Template to Standardize Email You Send Use a template to save time and standardize email you send. You can create your own or use templates created by others in your organization. Or use one of the samples Salesforce provides. If you select a template that has attached files, you need file access to include them in emails you send from that template. If you need file access, we’ll let you know.