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Send Email

Use the Send Email action to send emails directly from ActionGrid.

  1. Select one or more records that contain an email address.
  2. Right-click on the selected records and choose one of the following options:
    • From Template: A new Salesforce window opens where you can send an email, select an email template, and attach a file to the email.
    • Compose (Default): Your default email program opens.  Enter message and click Send.
    • Compose: The Salesforce New Email window opens  Enter message and click Send.
    • Batch: In the Batch Send Email prompt, select a template, name it, and click OK.

 You can send as many emails as your Salesforce API limit allows.

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