---
schema_version: "1"
id: 8058c4b208cab22c869f1dab0c4d164a59aa382448a1f6a03b9eba7a7e587caf
title: Create Additional Email Actions in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_send_email_action_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_send_email_action_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ca0dc6b7dd8cb27114c7361a3c38ba32b80e1663d28818d4abf2ddbc06272c01
description: Include the Email action on layouts to make emailing more convenient.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create Additional Email Actions in Lightning Experience

Include the Email action on layouts to make emailing more convenient.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d128991e56">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d128991e56 ">To create and modify the Email quick action:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d128991e56 ">Customize Application</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d128991e56 ">To edit a page layout:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d128991e56 ">Customize Application</td>
          </tr>
        </tbody>
      </table>

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.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note The **Send an Email** mobile action isn’t supported on cases.

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.

1. Click **Setup**.
2. In the "Quick Find" field, enter Global Actions, then click Global Actions.
3. Click **New Action**, then specify:
    
    1. Action Type - Send Email
    2. Standard Label Type - Email
    3. Name - SendEmail (or something similar)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)
    
    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.”
4. Click **Save**.
5. On the layout editor, accept the default layout, and click **Save**.
6. Confirm global and record layouts are using the action.

#### See Also

- [Confirm That Global Layouts Have the Correct Email Action](https://help.salesforce.com/s/articleView?id=sales.send_email_action_global_layout.htm&release=264.0.0&type=5 "Although the Email action is only available in Lightning Experience, it must be included min the Quick Actions in the Salesforce Classic Publisher section of the page layout. That way, the action is available in every layout that inherits from the global layout. The action must also be in the global layout to enable Email in the Global actions menu, use reply/forward, use email in Assistant, and use email in Opportunity Insights.")
- [Confirm That Record Layouts Are Using the Correct Email Action](https://help.salesforce.com/s/articleView?id=sales.send_email_action_record_layout.htm&release=264.0.0&type=5 "Confirm that the “Send Email” action is in the appropriate section of each record layout.")
- [Fields Available on the Email Quick Action](https://help.salesforce.com/s/articleView?id=sales.send_email_quick_action_fields.htm&release=264.0.0&type=5 "After you create an Email quick action, you can customize the fields displayed for the action. Drag fields from the Email Message Fields palette to the email layout.")
- [Create a Send Email Quick Action for Cases](https://help.salesforce.com/s/articleView?id=service.case_interaction_send_email_quick_action_create.htm&type=5&language=en_US)