You have to go to the specific custom object record, and use the Activity History related list’s Send Email button, or select the custom record in the Related To box using the magnifying glass icon.
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Can you send email from a custom object in Salesforce?
Supporting Outlook, Gmail, POP3 or any email client, Email-to-anything can create & update records automatically from emails, save email history against any record in any object, and also send emails from any Salesforce object.
How do I add an email template to an object in Salesforce?
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…
How do I add an address field to a custom object in Salesforce?
To create a custom address field on an object, use Metadata API. To create, update, or delete a record with custom address data, use SOAP API or REST API. To retrieve information about custom address fields, such as the developer name, use Tooling API.
How do I add data to a custom object in Salesforce?
Required Editions and User PermissionsClick the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.Click New.Select a record type if you’re prompted.Enter values in the fields. … Save your changes, when you finish entering values for your new record.
How do I create a custom email template in Salesforce?
Required Editions and User PermissionsDo one of the following: … Click New Template.Choose Custom (without using Classic Letterhead) and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items…
How do I use an email template in Salesforce?
If you need file access, we let you know.Open the record from which you want to send email.Click the Activity tab, then click the Email tab.To insert a template, click the Templates icon. Select the template you want and its contents appear. … Edit your email as needed, then preview and send.
How do I create an address data field in Salesforce?
In Salesforce Classic: Setup | Customize | Contacts | Fields….Create a formula field in Salesforce Classic or Lightning ExperienceClick New.Select Formula for the Data Type.Name the field and select Text for the Formula Return Type.Click Next.Enter your formula syntax.
What is geolocation field in Salesforce?
The geolocation custom field allows you to identify locations by their latitude and longitude and to calculate distances between locations.
What are compound fields in Salesforce?
Compound fields group together multiple elements of primitive data types, such as numbers or strings, to represent complex data types, such as a location or an address. Compound fields are an abstraction that can simplify application code that handles the values, leading to more concise, understandable code.
How do I add records to custom object?
Create a Custom Object Record PageFrom the App Launcher, find and select your custom object.To open a record, click the record.From Setup, click Edit Object.Click Lightning Record Pages and then click New.Select Record Page, and click Next.Enter a label.In Object, select your object and then click Next.More items…
How do I add data to a custom controller in Salesforce?
You need to use
How do you add a custom object to a record?
To create new records in Salesforce, select the custom object where the form data should be saved.Then, map the Salesforce fields with the form fields. … If you want to send the information to different objects, just add another primary object and apply the configuration accordingly.More items…
What is Salesforce case object?
Sometimes businesses want to use a Salesforce object to manage support requests or tickets. The Case object is the obvious candidate, but what if it’s already in use? It’s common to use the Case object for customer service enquiries. But in larger companies you might want to do something similar with internal support requests or even supplier support requests. If you want to keep these “tickets” completely separate from your day-to-day customer cases. then you’ll probably want to create a custom case object. So how to replicate the native Email-to-case functionality with this new custom case object?
What is E2A in Salesforce?
Email-to-anything (e2a) is like Email-to-Case on steroids. e2a delivers Email-to-case to any Salesforce object, including custom objects. Email-to-Lead and Email-to-Opportunity are common use cases, along with Email-to-Custom-Case. e2a enables you to create or update any record in any object from inbound emails. Salesforce fields are populated or updated by automatically extracting pertinent data from email headers, body text & domain information and keywords can be matched using REGEX.
Can Salesforce records be viewed?
So all email conversations and email history can be stored and viewed at any point in the future, by any Salesforce user (subject to permissions).
Can Agents see email history?
Agents can respond to an email directly from the Case object, without having to switch into Outlook or Gmail. And they can see the full email history for any given Case right there, within the record. This is lacking in other objects, for example Leads, Opportunities, Contacts and Custom Objects.
Can you integrate email with Salesforce?
With Email-to-anything, the 5-star-rated AppExchange app, you can integrate email with any standard or custom object in Salesforce. Supporting Outlook, Gmail, POP3 or any email client, Email-to-anything can create & update records automatically from emails, save email history against any record in any object, and also send emails from any Salesforce object.
