Work With Salesforce Email

Supercharge your productivity with a number of options for sending email right from Salesforce.

• Send Email Through Salesforce
  Your users are in Salesforce all day long to review customer information, log activity, and create reports. So, why not make it easy on them and let them send email right from Salesforce?
• Draft a Sales Email with Einstein Generative AI
  Use the power of Einstein to crush that next email. Einstein pulls in a contact’s name and info to customize your email. But unlike a static template, Sales Emails creates a new, personalized output every time.
• Guidelines for Working with Email
  Consider a few pieces of advice for working with emails, including information for customers that use Email-to-Case and Enhanced Email.
• Email Allocations per Edition
  See the allocations for email and email templates per edition.
• Email Editions and Permissions in Lightning Experience
  Salesforce email and email templates are available in several editions. Enable features and manage permissions and access at the organization level and for administrators and end users.
• Manage Email 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. You can send an email to any valid email address, and attach files to your emails.
• Manage Email in Salesforce Classic
  If you’re using Salesforce Classic, use Email Author to email your contacts, leads, person accounts, and coworkers directly from account, contact, lead, opportunity, case, campaign, or custom object pages.
• Manage the Admin Details of Email
  Several options for using email, such as organization-wide email address, are set up by an admin for users.
• Email a Group with List Email and Mass Email
  To send an individual copy of an email to a group of people, use list email and mass email. Create a list of recipients to target the email. Use templates with merge fields to personalize each copy of the email.