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            Set Up Send Later for Your Sales Reps

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            Set Up Send Later for Your Sales Reps

            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.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Cloud and included in Professional, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To send email: Send Email permission and access to the record the email is sent from
            To schedule an email to send later:

            Use Inbox user permission, available with a Sales Engagement, Sales Cloud Einstein, or Inbox license

            OR

            Sales Engagement Basic user permission
            To edit a page layout: Customize Application

            Enhanced email must be enabled.

            1. Go to an object home page or the Salesforce home page where you want sales reps to manage scheduled emails.
            2. Click the gear icon and select Edit Page.
            3. Add the Send Email Later - Pending List component to the page and save the change.
              The Send Email Later - Pending List component creates a list of scheduled emails that have yet to send.

            See Also

             
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