Schedule and Manage Scheduled Emails in Lightning Experience

Sales reps can specify email arrival times to increase the chances of an email being read. They can schedule an email to arrive at the start of a contact’s work day, for example. 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 orgs with Salesforce Inbox and Enhanced Email enabled in Lightning Experience in Enterprise, Performance, and Unlimited editions.

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

How: To schedule an email, sales reps 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.