Salesforce: Sending E-mails from the Advising Case

Learn how to send an email from within Salesforce Student Success Hub, making sure the email is related to the student's advising case.

Sending from the Advising Case

 

1. Find the student's advising case, either from the quick links on the top of the account record, from the related records section of the account record, or by selecting and advising case from your list, report, or queue.

 

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2. Navigate to the Activity item. Select Email and then select Compose

 

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3. The email tab will expand and allow you to compose an email to the student.  

The From, To, BCC, and Subject fields will automatically be filled in.  However, you can change these fields.

 

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3a. If you want to create an email template or insert a previously created template, then select the Insert, create or update template option at the bottom of the email box.

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4. An email this way will be automatically associated and save to the student's advising record.

 

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Replying to email within Salesforce Student Success Hub

Navigate to the student's advising case. Then, navigate again to the Activity/Email item.  Below the email you will see a list of recent activities. Expand an email and use the Reply option.

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Details

Article ID: 151736
Created
Wed 6/12/24 2:00 PM
Modified
Wed 6/12/24 4:22 PM
Audience
Employees
Faculty
Staff