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Home > General How to Guides > Salesforce Emails
Salesforce Emails
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These instructions are for sending emails directly through Salesforce - not Outlook.

 

 

  1. In Salesforce, click your avatar/profile picture (top right) → Settings.


     
  2. Left sidebar: Email → Email Settings (or My Email Settings).


     
  3. Find the option that says:Send emails without leaving Salesforce. Sent emails are logged in Salesforce and appear on the activity timeline.


     
  4. Change it to Salesforce / Salesforce Email Composer (not “Default Email Application” or “Outlook”).
     
  5. Save, then test clicking a contact’s email again.
     

That should bring back the little Salesforce email popup with templates + logging instead of launching Outlook.

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