Summary
This article details how to send a One-Off Email with Salesforce Classic.
How-To
Task: To send a One-Off Email with Salesforce Classic
Instructions
Step 1 - Go to a contact or custom object record (i.e. Inquiry) record
Step 2 - Select "Send Email"
Step 3 - Select Template
Step 4 - Select Sender
Step 4 - Click Send
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Note:
- These emails will show up in the Activity History of the record- not the Campaign History block.
- Don’t forget to update your profile. My Settings > Personal > Personal Information (Name, Phone, Email, Title) if you are planning to merge any User merge fields. These will populate the user's profile information for who is sending the email.
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Outcome
You have successfully sent a One-Off Email with Salesforce Classic.
Further Readings
Salesforce Classic: Creating a One-Off Email Template
Salesforce Lightning: Creating a One-Off Email Template
Salesforce Lightning: Sending a One-Off Email
Need additional help?
If you have any additional questions, please submit a ticket by using the ECRM Services Support Form.