How to Send Email Through Salesforce

Quick summary

Salesforce allows you to send automated emails using Schedule-Triggered Flows, letting teams deliver timely, personalized outreach without manual effort. This tutorial walks through configuring a Send Email action inside Salesforce Flow Builder from start to activation.

Steps

1. Click the gear icon at the top-right menu of the dashboard to open settings.
2. Select Open Advanced Setup from the settings menu.
3. In the Quick Find search box, search for and select Flows.
4. Click New Flow on the top right of the Flows list page.
5. Select Schedule-Triggered Flow as the flow type.
6. Set a schedule to define when the flow will run.
7. Click the + button to add an action to the flow.
8. Click Action to specify the action to be performed.
9. Type and select Send Email in the Action search bar.
10. Configure email settings and content for the Send Email action.
11. Once done, click Save, then click Activate to enable the flow.