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            Send Email from a Record in Lightning Experience

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            Send Email from a Record in Lightning Experience

            Send rich-text email, including attachments, directly from the record you’re on. Send to customers, colleagues, or any valid email address.

            Required Editions

            Available in: Lightning Experience
            Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer 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.

            Email is available for all objects with activity enabled, such as leads, contacts, person accounts, opportunities, cases, and custom objects.

            Note
            Note 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 let you know.

            1. Open the record from which you want to send the email.
            2. Click the Activity tab and then click Email.
              Tip
              Tip 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.

              When you send an email using the docked email composer, only a partial page refresh occurs.

            3. If the To: field is blank, add an email address for a contact, lead, or person account.
              Note
              Note Whether the first recipient of an email is a contact, lead, or person account has ramifications. For instance, some merge fields require a certain type of recipient. The validation of the Related To field is also affected by the first recipient’s type. For example, a lead can’t have a related to entry until it becomes a contact or person account.
            4. Write your email, or insert an email template.
            5. Add any attachments you want.
              To add multiple attachments from your computer, drag the files into the body of the email.
            6. Optionally, click the Insert Availability icon to select possible meeting times.
            7. Preview and send. Or select Send Later to schedule the email so that it arrives at an optimal time.
            Example
            Example 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 wants 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.

            Find a link to the email in the activity timeline of the current record or related records. If Automatic BCC is defined in your email settings, you receive a copy of the email in the inbox of your specified return address.

            See Also

             
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