Access the template stored in Salesforce, located in your folder (e.g., "Wanda’s Templates").

Ensure fields like "Dear {Contact First}" and "My coworker will be in {Account: City}" are correctly populated.

Verify that all fields in the template are filled out correctly with the appropriate recipient-specific information.

Use the validated template to send the email to the intended recipient.

Send a copy of the email to the organization's "Contact" webpage or contact email.

Request confirmation that the recipient has received the email or advise them to check their spam filter.

Note that Salesforce automatically retains a copy of the sent email for record-keeping.