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Email Editions and Permissions in Lightning Experience

Salesforce email and email templates are available in several editions. Enable features and manage permissions and access at the organization level and for administrators and end users.

Required Editions

Available in: Salesforce Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
Organization Level Permissions and Access Requirements
Use Email in Lightning Experience:
  • Lightning Experience enabled.
  • Send Email action added to the Salesforce Mobile and Lightning Experience Actions section on page layouts for objects that support Lightning Email.
Send all types of outbound email: Access to Send Email access level set to All email.
Send attachments:
  • Content Deliveries enabled to upload files larger than 3 MB. If Content Delivery isn’t enabled, users can’t upload files larger than 3 MB.
  • Salesforce Files enabled to send files. If Salesforce Files isn’t enabled, you can only send attachments.
View sent emails:
  • When Enhanced Email is on: No additional permissions are required. Emails appear as email records.
  • When Enhanced Email is off: Emails appear as task records. We recommend enabling Shared Activities.

    If Shared Activities isn’t enabled and a user sends email to multiple contacts, Salesforce creates duplicate closed task records—one for each contact.
User Preferences and Permissions Required
Send email:
Add merge fields to a template or email: Access to the fields on the applicable object.
Attach a file to an email: Access to the file you’re attaching.
Send mass email to contacts, person accounts, or leads in Salesforce Classic: Mass Email.
Send and view list emails in Lightning Experience: Allow sending of List Emails.

See Also