Include the Email action on layouts to make emailing more convenient.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create and modify the Email quick action: | Customize Application |
| To edit a page layout: | Customize Application |
If you don’t have an email action already, you can create one. If you already have an email action, you can create another one for business process reasons.
For example, your company sends an email to every lead who’s attended a product demo. So, you want one email action for generic emails, and another with a predefined subject and body that automatically uses the current record for the To email address.
For the follow-up email sent to leads, the subject says “Thanks for attending the demo” and the body offers them a coupon on any future purchases. By putting this info in an email action, it’s easier for your reps to send these emails, with a consistent message and formatting.
You can’t use the global Send Email action with cases, or add the action to the Cases layout. Instead, use an object-specific quick action.
- Click Setup.
- In the "Quick Find" field, enter Global Actions, then click Global Actions.
-
Click New Action, then specify:
- Action Type - Send Email
- Standard Label Type - Email
- Name - SendEmail (or something similar)
Note When you create a custom quick action, use a unique label and API name. If the custom quick action has the same API name as a legacy standard action, Metadata API and change set deployment errors can occur. The incorrect action can also appear on page layouts. For example, use the name “SendEmail” instead of only “Email.” - Click Save.
- On the layout editor, accept the default layout, and click Save.
- Confirm global and record layouts are using the action.