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    Send Email from a Record in Salesforce

    May 6th, 2019

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

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


    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

    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.

        3. Write your email.

        4. Add any attachments you want.

            To add multiple attachments from your computer, drag the files into the body of the email.

        5. Preview and send.

    Find a link to the email in the activity feed under Past Activity. You can also find a link in the activity timeline on 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.

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