Send emails
With the Salesforce Lightning experience, the Open Activities and Activity History sections of a record are combined into one Activity timeline. With this change, Open Activities is now called Upcoming & Overdue, and Activity History displays by date. The steps below might vary based on the experience you are using.
You can send emails to contacts and log an activity at the same time. Each email you send displays in the Activity History section of the associated record. After you send an email, you can schedule a follow-up task related to the email and set a reminder for the person assigned to that task.
You can specify your email settings, including your email signature and your email address, in the My Email Settings area of Salesforce. For additional information, see Salesforce Help.
When you email a BEO or banquet check as part of the merge process, the system automatically logs that email in the Activity History section of the associated booking. See Process for detailing and merging BEOs.
To send an email
- In the Activity History section of a record, click Send an Email.
- Complete the email details as needed.
The required fields display a red indicator. These fields need to be complete before you can save the record.
Field Description Email Format Select to send the email in Text-Only or HTML format. To Enter the email address of a contact or find and select the contact. If the contact does not exist in the system, you need to create it before you send the email. The contact needs to have an email address with a valid format. If the format is invalid, click Edit to update the address. Related To This displays the current record by default. To associate the email with a different record, select the record type and then find the specific record. The email activity displays in the Activity History section of that record. Additional To, CC, and BCC This is where you can add additional recipients. Click the field name to open the Email Address Lookup and select additional email recipients. To automatically receive a copy of all emails you send, use the My Email Settings area of Salesforce to specify your return address. This address then displays in the BCC field.
Subject This is the subject of the email. You can manually enter this information, or you can click Select Template to apply a template to automatically fill in the Subject. Body This is the main message of the email. You can manually enter this information, or you can click Select Template to apply a template to automatically fill in the Body. - To attach a document to the email, click Attach File. Click Choose File to select the file. Click Attach to Email, and then click Done. For more information, see Overview: Notes and attachments.
- Click Send.