How to send emails within Salesforce

1. Log in to Salesforce.

2. Once you're in Salesforce, click on your face / initials / user icon on the top right, and select Settings.

3. Once you're in your Settings, click on Email...

4. and then My Email Settings.

5. Click on "Send Through Office 365". **Important** - If it's already on "Send through Office365", click on "Send through Salesforce", save, and then click again onto "Send through Office365". We want to make sure it removes the old authentication settings.

6. Make sure to leave it on "Salesforce Email Composer", and then click Save.

7. Search for a contact, and try sending an email to them.

8. It will ask you to choose how to send the emails - choose "Yes, connect Office365". It may blink you through the authentication process if you've done this already, but that's okay.

9. Try clicking on the email address for that user again...

10. and it should pop up the Salesforce email client. Try sending a test email first...

11. but it should just work :-D Any issues, you can always write to "helpme@trustedtalent.com" :-D

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