How do i send emails from salesforce lightning


You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365. Before setting up Send using Gmail or Office 365, review some information on triggers and workflow regulations.

Send Email from a Record in Lightning Experience
  1. Open the record from which you want to send the email.
  2. Click the Activity tab and then click Email. …
  3. Write your email. …
  4. Add attachments if you need to.To add multiple attachments from your computer, drag the files into the body of the email.
  5. Preview and send.


What is Salesforce Lightning mass emailing?

But since the Winter ’18 release, Salesforce has brought this feature to Lightning, with a really slick interface and extra features. Mass Emailing essentially allows you to send an email template (Complete with images, merge fields and attachments), to a list of contacts, person accounts or leads.

How do I send an email to a Salesforce account?

Enable an external email service and set up your users to send Salesforce emails using their Gmail or Office 365 accounts. Send Emails via Salesforce Servers If you’re using Salesforce Classic and need bounce engagement, send emails via Salesforce servers. There is absolutely no need for any integration with an external email service.

How to add images to email templates in Salesforce Lightning?

Add images to email templates in Salesforce Lightning easily by dragging an image component from the left-hand sidebar on to the email canvas. 5. Welcome to the Lightning Email Builder! You’ll recognize the layout of the Content Builder. On the left-hand side are the drag and drop components.

How do I update an email alert in Lightning?

However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template Send Test and Verify Merge Fields (please vote for the idea here!)


How do I email directly from Salesforce?

Send Email in Salesforce ClassicOn the Activity History related list of a record, click Send an Email.To change formatting type, click Switch to Text-Only or Switch to HTML.To use a predefined email template, click Select Template.Complete the fields.Click Send.

Can you send emails from Salesforce?

You can send emails from Salesforce via your Gmail or Office 365 accounts in the Salesforce Lightning Experience. To the recipients, your emails will look as if they have arrived from Gmail or Office 365.

How do I send a mass email from Salesforce lightning?

How to Send Mass Email in Salesforce LightningClick Contacts to see your list of contacts. … When you’ve selected all the recipients, you’re ready to send the list email. … You’ll see a classic email editor where you can attach some files to the recipients, and you’re good to go.

How do I send an email from a task in Salesforce?

Click the Activity tab and then click Email. 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.

What are two options for creating and sending emails in lightning experience?

In Lightning Experience, you have several options for creating and sending emails. The Activity Composer on a record and the Global Actions menu are the options you’ll probably use most.

How do I create an automated email in Salesforce?

Create AutomationIn Marketing Cloud, navigate to Automation Studio.Click New Automation.Select Schedule.Click Ok.Name the Automation.Drag Salesforce Email Send activity onto the canvas.Click Choose.Select Day 1 Test.More items…

How do I add a send list email button in lightning?

Nivetha SelvamGo to ‘Setup’ and Enter ‘Permission Sets’ in Quick Find box.Choose any one of the standard Permission Set.Then scroll down to ‘System Section’And click ‘System Permissions’Click ‘Edit’ button in permission set page.Check the checkbox for ‘Allow sending of List Emails’ to enable list email.More items…

How do I send an email to multiple recipients in Salesforce?

Sending mass emails from Salesforce is simple. Create a list of recipients. Create an email template with merge fields to personalize each copy of the email and off you go….List Email LimitationsEnable List Email for Your Users.Send List Email.Check List Email Object Record.Create HTML Email Status Report.

How do I email all users in Salesforce?

Navigate to Setup -> Manage Users -> Mass Email Users. Select an existing list view or create a new list view, select an email template, specify the delivery option and send. It is as simple as that.

How do I add a email tab in Lightning record page?

First Open the Record under which object you want to add the Email Tab. Then Click on the Gear Icon. Select Edit Page. Now Click on the Activity Tab as Displayed on the Page.

How do I create a lightning email template?

Click New Email Template.Enter the template’s name.Add a subject. … If you want, select an item from the Related Entity Type dropdown list. … If you want, select a letterhead from the Enhanced Letterhead dropdown list.Click Save.Click Edit.In the HTML Value field, compose the email to use as your template.More items…

Can we send email from process builder in Salesforce?

Salesforce Process Builder helps you to automate various complex business processes. It can do a number of things, such as; Create a record, updates a record, Post to Chatter, Send an Email, Quick Actions, Send Push out Notification, Send Survey invitation, Submit for Approval, etc.

What are the different email formats in Salesforce?

With Salesforce you can send 4 types of email formats; HTML, Custom, Text, and Visualforce. Each of these formats comes with special features and different from each other. For e.g., if you want to send an email to make some marketing announcements, send an HTML email. Today’s article is all about how to send emails from Salesforce using …

What are the features of Salesforce email?

Salesforce email features are beneficial to salespersons who constantly send touch emails to their prospects and clients i.e. those recipients who are not in “buying” mood for time being. Apart from touch emails, using Salesforce you can also send: Birthday emails. Marketing Emails. Process-oriented emails.

What is Salesforce tool?

If you are new to the Salesforce concept, Salesforce is a cloud computing service as a software (SaaS) company that specializes in quality CRM.

Can ISPs block emails?

It can put your brand and company at risk. Consumers can complain about repeated unsolicited emails to Internet Service Providers (ISPs) that may lead to permanent blocking of your emails. Ensure your emails sent from Salesforce are delivering into your recipient’s inbox.

Can you edit email templates in Content Builder?

You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.

Can you edit Lightning email templates?

Lightning Email Template Limitations. You cannot edit classic email templates in the Content Builder; you have to create new Lightning email templates. However, updating an Email Alert is simply a matter of editing the Email Alert, pointing and clicking and selecting the new Lightning email template.

Can you use email templates in Salesforce?

As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, there’s the insert, create or update template button, which users can click to select the template that they want.

Email Issues

If an email comes into the Case, you may have an alert set to notify the Case Owner, but it does not show up in the Feed until you refresh the whole Case.

The Salesforce Way

So basically what Salesforce is saying in the way they have set up Cases, is that when handling cases you only ever going to have a very simple case with a couple of fields on it and you only ever going to email the person who submitted the Case back and forth until the case of resolved and the Case can be closed.

Code Gotchas

Make sure you set the setting “ Enable Default Email Templates or the Default Handler for Email Action” in Support Settings and choose the Apex Class there.

My Code

1 global class EmailDefaults implements QuickAction.QuickActionDefaultsHandler { 2 3 global void onInitDefaults(QuickAction.QuickActionDefaults[] defaultsList) { 4 for (Integer i = 0; i < defaultsList.size(); i++) { 5 QuickAction.QuickActionDefaults defaults = defaultsList.get(i); 6 7 // Check if the quick action is the standard case feed `SendEmail` action 8 if ( 9 defaults instanceof QuickAction.SendEmailQuickActionDefaults && 10 defaults.getTargetSObject().getSObjectType() == EmailMessage.sObjectType && 11 defaults.getActionType().equals(‘SendEmail’) 12 ) { 13 String actionName = defaults.getActionName(); 14 Id contextId = defaults.getContextId(); 15 16 // check if the related object is a Case 17 // and process it in the same way no matter if it’s 18 // a `SendEmail`, `Reply`, or `Reply All` action 19 if ( 20 (actionName.equals(‘Case.Send_Email’) || 21 actionName.equals(‘Case.ReplyEmail’) || 22 actionName.equals(‘Case.ThirdPartyEmail’) || 23 actionName.equals(‘EmailMessage._Reply’) || 24 actionName.equals(‘EmailMessage._Forward’) || 25 actionName.equals(‘EmailMessage._ReplyAll’)) && 26 contextId != null && 27 contextId.getSobjectType() == Case.sObjectType 28 ) { 29 applySendEmailDefaultsForCase((QuickAction.SendEmailQuickActionDefaults) defaults, actionName); 30 break; 31 } 32 } 33 } 34 } 35 36 private void applySendEmailDefaultsForCase(QuickAction.SendEmailQuickActionDefaults sendEmailDefaults, string sendType) { 37 Case c = [ 38 SELECT ContactId, LinkedContID__c, ThirdParty__c 39 FROM Case 40 WHERE Id = :sendEmailDefaults.getContextId() 41 ]; 42 43 EmailMessage emailMessage = (EmailMessage) sendEmailDefaults.getTargetSObject(); 44 45 if (sendType.contains(‘Reply’)) { 46 sendEmailDefaults.setTemplateId(getTemplateId(‘developerName’)); 47 sendEmailDefaults.setInsertTemplateBody(true); 48 sendEmailDefaults.setIgnoreTemplateSubject(true); 49 emailMessage.ValidatedFromAddress = ‘’; 50 } 51 else if (sendType.contains(‘Forward’)) { 52 sendEmailDefaults.setTemplateId(getTemplateId(‘developerName’)); 53 sendEmailDefaults.setInsertTemplateBody(true); 54 sendEmailDefaults.setIgnoreTemplateSubject(true); 55 emailMessage.ValidatedFromAddress = ‘’; 56 } 57 else if (sendType.contains(‘ThirdParty’)) { 58 String[] toIdsThirdParty = new String[]{c.ThirdParty__c}; 59 sendEmailDefaults.setTemplateId(getTemplateId(‘developerName’)); 60 sendEmailDefaults.setInsertTemplateBody(true); 61 sendEmailDefaults.setIgnoreTemplateSubject(false); 62 emailMessage.ToIds = toIdsThirdParty; 63 emailMessage.ToAddress = ”; 64 emailMessage.ValidatedFromAddress = ‘’; 65 emailMessage.HTMLBody = ”; 66 } 67 else{ 68 //This is the default.


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