Salesforce Classic: Sending a One-Off Email

Summary

 This article details how to send a One-Off Email with Salesforce Classic.

How-To

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

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.

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.