Schedule and Manage Scheduled Emails in High Velocity Sales

Sales reps can tailor email arrival times to increase the likelihood that recipients read them. For example, a rep knows that their contact always reads her email when she comes back from lunch. So, by scheduling the email to arrive at 1:00 pm, it’s likely that the contact will read it then. The new Scheduled Emails component lets reps update content of a scheduled email, and change its scheduled date and time.

Where: This change applies to High Velocity Sales in Lightning Experience. High Velocity Sales is available as an add-on in Enterprise, Performance, and Unlimited editions.

Who: Users with the Use Inbox user permission, available with the High Velocity Sales or Inbox license.

How: To schedule an email, sales reps open the cadence step card and either click the envelope (1) or Send Email (2).

Send Later in a cadence step card

Reps then select Send Later in the email composer.

Send Later in the email composer

The rep then selects the date and time and clicks Schedule.

Schedule an email

To let your reps manage scheduled emails, use Edit Page to add the Send Email Later - Pending List component to any object’s home page, including the Salesforce homepage.

Manage scheduled emails

Using that component, reps can reschedule, edit, or delete an already-scheduled email.