Things to Know About Using Send Later

Review these considerations about scheduling emails and list emails to be sent later in Lightning Experience.

• You can’t schedule an email reply.
• You can’t schedule an email being sent from an organization-wide email address.
• You can schedule an email for up to two months later.
• Email recipient addresses are saved when an email (or list email) is scheduled. Even if a recipient is deleted from Salesforce, the email is still sent. You can delete scheduled emails from the Scheduled Emails list. Delete scheduled list emails from the List Emails home page.

• If an email is scheduled from a cadence, and the contact is either removed from the cadence or moved to another cadence, the scheduled email isn’t sent. The cadence step returns to an active state. The draft email is deleted and no longer appears on the Scheduled Emails component.

• When scheduling an email to send later, use a Classic text email template, a Lightning email template, or an Email Template Builder email template.

• Merge fields are resolved right before an email is sent, not when an email is scheduled. Field values can change after an email is scheduled.
• Emails scheduled in Lightning Experience can be edited before they’re sent.
  • The send date and time can be edited regardless of where the email was scheduled.
    • For emails sent to individuals, use the Scheduled Emails list.
    • For list emails, use the List Emails object home.
  • If the email was scheduled from Lightning Experience, you can edit the email content in Lightning Experience.
  • If the email was scheduled in Outlook or Gmail, edit the email content by opening the draft email in those products.
• The actual send time can vary within a few minutes of the scheduled time.
• Send Later creates an email draft as soon as an email is scheduled to be sent later.
  • If you’re sending email with Einstein Activity Capture, the draft is deleted after the email is sent. The sent email is in your email application’s Sent Items folder and streams back on related records in Salesforce.
  • If you’re sending email with Inbox (email capture off) the email’s status is updated from draft to sent.
• Updating a send later email via Apex deletes the task associated to that email.
• When introducing custom logic, such as triggers, that prevents the deletion or update of email message records, ensure that the Send Later function can still delete or update emails.