Sending Automatic Emails directly from Salesforce

Streamlining your processes from Salesforce refers to document generation (via workflow or button trigger), but also to the sending of emails directly from Salesforce. Custom emails for data collection and approvals can easily be set up in the same window used for document generation. The editor will allow you to create a personalized email, but you will also be able to use a Salesforce Email Template if you wish.
The emails you create can contain fields from your record as well as one or several links to the forms the recipient should fill in.

Following are steps to send your form via email:
* The emails functionality resides in the same window used for Generating documents, so please be sure to set up the 'Generate' button beforehand. 


1- While you are in a specific record, Press on the "Generate" button.
2- A modal window will open containing a list of forms you were granted permission for.


3- Select the form/s  you wish to send to this record and press on the "Send via email" button and the 'email settings' window will then open.
- If you've chosen to send your recipient a single form - only one email will be sent.
- If you've selected a few forms then an additional field will be added to the 'Custom message' window called: "Group emails".
If you leave the "Group emails" option unchecked - it will result in separate emails being sent for each form (so if you've selected 5 forms, for example - 5 emails will be sent, each containing the relevant Form URL).
on the other hand, If you turn on the "Group emails" checkbox -  it will create one email that contains all of the form URLs (so in this case, for example, there will be one form that contains 5 form URLs).

4- You will now need to configure the following email settings:


- Subject: Enter the text that will be displayed as the email subject.
- From: Enter a name that will appear in the email as the sender.
- Send to: Choose the field in your record that contains the email address.
- Advanced: Press on the button which will allow you to add recepients: TOs, CCs, BCCs.


- Reply to: Enter an email address the recipient response will be sent to
- Folder: Choose an Email template folder (not mandatory)
- Template: Choose an email template (not mandatory)
- Add attachment: Upload a file that will be attached to your email.
- The Editor: This is where you create your email content.
Since this is an HTML editor you will be able to configure the email as you wish.
And don't forget to include the Form URL - all you have to do is add it from the fields dropdown.


- Please notice that you can also insert other fields (from your record) to the email which will dynamically populate, making it more personalized.
such as : Full name, Salutation, Title, Department etc.

5- Press on the "Send email" button and that's it.