Salesforce Classic: Sending a One-Off Email

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 3Select Template

Step 4 - Select Sender

Step 4 - Click Send

a image of one-off email page

 

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.

a image of email signature

 

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.

Details

Article ID: 4167
Created
Wed 9/1/21 3:52 PM
Modified
Wed 11/8/23 8:47 AM
Applicable Institution(s):
Keene State College (KSC)
University of New Hampshire (UNH)
USNH System Office