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.
Required Editions
Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer editions
Find Email Sent from a Salesforce Record in Lightning Experience After you send an email, Salesforce creates an email record to track the email and store its content. The activity feed includes a link to that email. If you sent email to a contact or lead, each of those records includes a link to the email.
View Email Engagements on Email Records When navigating to an email details page, sales reps now see the complete list of engagements pertaining to that outbound email.
Schedule Emails with Send Later As sales reps send emails to leads and contacts, they can schedule the emails so that they arrive at the most optimal time. Set up Scheduled Emails in Lightning Experience so that reps can update the content of a scheduled email and change its scheduled date and time.
Use the Email Action in Lightning Experience The Lightning Email action allows emails to be sent from anywhere in Salesforce. It allows greater customization, such as adding and removing fields or specifying predefined values. The action also supports all objects which have activities enabled, and can be invoked from anywhere in Lightning Experience.
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