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Send Emails to Leads and Contacts from an Experience Cloud Site

Enable the Send Email button, so partner and customer users can send emails to leads and contacts from their Aura or Salesforce Tabs + Visualforce site.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Applies to: Aura and Visualforce sites
User Permissions Needed
To manage external users: Manage External Users
To create, edit, and delete profiles: Manage Profiles and Permission Sets
  1. Click Edit next to the Partner or Customer user profile.
  2. Scroll down to General User Permissions and select Send Email.
  3. Save your changes.
  4. From Object Manager, enter Contact in the Quick Find box. Select Contacts | Page Layouts | Contact Page Layouts.
  5. Add the Activity History related list to the page layout.
  6. Add the Email action to Salesforce Mobile and Lightning Experience Actions.
  7. Save your changes.
  8. Repeat steps 4–7 for Leads.
  9. To enable partner or customer site users to send emails to groups of leads, contacts, or campaign members, click Edit next to their user profile.
    Note
    Note Users with Customer Community licenses can't send emails.
  10. Select Send Email, Mass Email, and Allow sending of List Emails, from General User Permissions.
  11. Repeat steps 4–7.