Salesforce — Sending Emails

Salesforce — Sending Emails

Salesforce — Multipurpose Email Guide

Overview

This guide covers how to access Salesforce email templates and how to send emails to clients from Salesforce.

Who This Is For: All reps except coaches.

Required Systems: Salesforce.

Emailing a client from Salesforce can be done from five different places. Where you send the email from determines the type of information the client receives:

• Account record — sending general information emails
• Opportunity record — sending opportunity-related specific emails
• Lead record — when the client has not yet been converted to an account
• Coaching contract — coaching contract-related specific emails
• Event Credit (EC) — event-related specific emails

The sections below walk through each of these starting points.

Section 1: Sending an Email from the Account Record

Step 1: Open the Account Record

Open the client's account record in Salesforce.

Account records display like this.

Step 2: Go to the Activity Tab

Locate and click the Activity tab.

Step 3: Select Email

New options will display under Activity, including Email.

Step 4: Complete the Email Fields

Click the Email button. A popup will appear. Complete the following:

1. Verify the client's email is in the To field
2. Decide whether to keep yourself Bcc'd or remove it
3. Enter a subject/topic (only if sending a personalized email, not a template)
4. Type in the body box if sending a personalized email; otherwise, continue to Step 5
5. Open Templates

Step 5: Insert a Template

Clicking Templates will bring up another popup to insert a template or select from recently used templates.

Step 6: Select the Correct Template Folder

In the Insert Email Template window: (1) select the origin of the templates — All Classic Templates or All Lightning Templates, then (2) select your department to locate department-specific templates.

Step 7: Verify Template Information

After selecting your template, verify the information is accurate and complete.

Step 8: Send and Log the Call

Once complete, click Send, then log a call to capture the activity you conducted for the client.

Section 2: Sending an Email from the Opportunity Record

Locate the opportunity record, then click the dropdown next to the envelope icon and select Email Customer.

Section 3: Sending an Email from the Lead Record

Locate the lead record, then click Email under the Activity section.

Section 4: Sending an Email from the Coaching Contract

Locate the coaching contract, then click the envelope icon under Activity.

Section 5: Sending an Email from the Event Credit

Locate the Event Credit, then click the envelope icon under Activity.

Quick Tips for Success

• Where you send from matters. The record you send an email from determines the context and information the client receives, so choose the correct starting point.
• Use templates for consistency. Select the correct department folder so the client receives accurate, on-brand messaging.
• Double-check before sending. Verify the To field, subject, and body are accurate, especially when using a template.
• Always log the activity. Log a call after sending so the client's account reflects the communication.

For questions or technical support, please submit a ticket through Zendesk and select Business Operations.