Quick summary
Sending an email in Salesforce is done directly from a contact record using the built-in email composer. This guide walks you through navigating to Contacts, opening a record, and sending an email in just a few clicks.
Steps
- Click Contacts in the left side menu of the dashboard.
- Choose a contact to open their record.
- Find and select the envelope icon (email icon) to create an email.
- Fill in the email details and click Send once done.
