Send Email action

This action sends a template-based email using data from the current record. This action is only available if at least one email template exists for the current object.

By default, when a user selects a Send Email workflow action, a new page opens that allows the user to edit the email. To configure a one-click email action, where the default email is sent without opening a new page, select the Perform action without opening a new page option described below.

To create this action, specify the following options:

  • Action Name — The display name of the action.

  • Group Action — Check to allow this action to be performed on group of records selected in a list view. The action flow of a Group Action is similar to a Mass Update action flow and is initiated from Status Change page instead of Mass Update page respectively. For more information, see Updating multiple records.

  • Render Button — Check to render this action as a button (instead of an item in the action menu) on a record view page.

    • If you choose this option, the Toolbar Responsive Overflow Rule drop-down list is enabled. See Using buttons on pages for more information.

  • Change Status To — The new workflow status assigned as a result of the action (optional).

  • Perform action without opening a new page — When selected, clicking this action sends an email immediately without opening a new page.
  • Reply To — The reply-to email address. You can select the current user's email address, the default email address (Default Email Sender in account settings) , or type an email address in the text field.
  • Send To — The destination email address or addresses. You can select email address fields from the current record or from related records from the Use Field picklist.
  • CC and BCC — Optional CC and BCC email addresses
  • Email Template — The email template to use. If an email template picklist field is defined for this object, you can alternatively select the field from the or Template Picklist picklist.

  • Triggers to Run — You can select deployed triggers to run when this action is completed.

Note: For any email address field, you can also type in text and formula fields which return valid email addresses.