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Tip of the Week

Tip of the Week – Expanded Email in Lightning

Did you know that you can expand your email messages when composing them in Salesforce? As one of the many tweaks to Salesforce rolled out in the Summer ‘17 Release of Lightning, you can now expand your email template to a large pop-up screen. This little known trick can save you headaches and make your email writing much easier with two simple steps.

Simply start your email as normal. Click the icon in the toolbar to dock the email. Next, click in the docked email to expand the email in a pop-out. Your email should now be front and center on the screen, making it easier to see what you’re writing. What’s more, you can navigate to another screen before sending your email, without losing your work!

Click here for more Salesforce email tips!

-Ryan and the CMB Team

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