Salesforce always provide great feature. My favourite feature is to send email form a record in Salesforce Lightning Experience. You can send rich-text email, including attachments from your computer, Library, Salesforce Files, directly from the record page you are on. You can send his email to customers, colleagues, or any valid email address. Also, you can put CC email address as well. If Automatic BCC is defined in your email settings, you receive a copy of the email in the inbox of your specified return address. You can create a premade email template. This email functionally is available for all the objects, such as Leads, contacts, Opportunities, cases and also custom objects.
Here, I am going to send an email form Lead object.
Open the Lead record from which you want to send the email -> Click the Activity tab -> Click Email -> If the to: field is blank, add an email address for a lead.
Here I am going to use pre- made template, Click Email template -> Find your email template, Click on it -> Click Insert -> Add any attachments you want -> To add multiple attachments from your computer, drag the files into the body of the email -> Preview and send. Follow the screenshots below.
Once you done, you can find a link to the email in activity timeline of the current record or related record. BCC is automatic, so you also receive a copy of the email in your inbox.
All done. Try to send an email from any object. It is very easy and save lots of time.
Mira Shah is 2X Salesforce Certified / Platform Champion / 2X Salesforce Ranger / 7X Superbadge / Answer Leader on Salesforce community / Downunder Dreaming Speaker (Brisbane Edition)
She is a active blogger and founder of Miraforce.