How to Set Up & Send Multilingual Emails in Salesforce

Note: For sending emails in multiple languages to recipients, you must first deploy the required Custom Labels in your Salesforce org. If they are not already deployed, please follow the steps provided to deploy the Custom Labels.

Step 1: Open the App Launcher, search for the object where the SME button has been created, and select it to proceed. If the SME button has not been created yet, Click Here for instructions on creating the SME button.

Step 2: Navigate to the record page of the selected object from which you intend to initiate the SME process. If no record exists, create a new one by clicking the New button before proceeding.

Step 3: Click on the Sign Made Easy button that you created earlier to start a sign transaction.

Step 4: Select an existing document or use the Upload Files option to upload a new document.

Step 5: Select the recipient from the Salesforce object (Lead, Contact, or User) or use the Create New Recipient button to add a custom recipient.

Note: You can select a maximum of five recipients and three documents per sign transaction.

Step 6: Choose the preferred language for sending the email to the first recipient.

Note: You can select a different preferred language for each recipient within the same sign transaction.

Step 7: Add another recipient using the Salesforce object (Lead, Contact, or User) or create a custom recipient by clicking on the Create New Recipient Button.

Step 8: Select the preferred language for the second recipient.

Step 9: Use the Send Now button to send the email directly to all selected recipients.

Step 10: Once the documents are sent, recipients will receive the email notification in their selected language. The first recipient will receive the e-signature email notification in German to complete the signing process.

Step 11: The second recipient will receive the e-signature email notification in French to complete the signing process.