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 an email record to track the email and store its content. Find a link to the email record in the Activity feed of the record the email was sent from or on related records.
Available in: Salesforce
Developer, Enterprise, Professional, Performance, and Unlimited editions
User Permissions Needed
To send email:
“Send Email” permission and access to the record the email is sent from.
To attach files to email or templates:
Access to the file you’re attaching.
If your company doesn’t have Enhanced Email enabled, Salesforce creates a task record instead of the email record. If you're unsure whether you have Enhanced Email enabled, talk to your administrator.
To attach files to an email or use a template with attached files, you need file access. If you don’t have access, we’ll let you know.
Open the record from which you want to send the email.
Click the Activity tab and then click Email.
If you prefer to compose from a window, click the arrow button to pop out your email. While the composer window is active, you can scroll the record page to view details and other information or navigate anywhere else in Salesforce.
Write your email. If the recipient has opted out of receiving mass email or previous emails to the address have bounced, you’ll see an indicator next to their name.
Add attachments if you need to.
Preview and send.
You’ll find a link to the email in the activity feed under Past Activity. You can also find a link in the activity timeline on related records. 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.
Jane is working a deal, or opportunity, to sell 600 widgets to Acme Corporation. The contact for Acme is John Stamos and the opportunity record is Acme 600 Widgets. Jane needs to send an email to John, including a term sheet, and she wants that email associated with the 600 widgets opportunity record. It’s also handy to have the email available from John’s contact record. Jane opens the Acme 600 Widgets record and writes the email, attaching the term sheet. After she sends the email, she can find a link to the email on the Acme 600 Widget opportunity record and the John Stamos contact record.