The Lightning Email action allows emails to be sent from anywhere in Salesforce. It
allows greater customization, such as adding and removing fields or specifying predefined values.
The action also supports all objects which have activities enabled, and can be invoked from
anywhere in Lightning Experience.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Enterprise, Performance,
Unlimited, and Developer Editions
|
- Which Email Action Are You Using in Lightning Experience?
There are two Lightning Email actions: one for the desktop and one for mobile.
- Email Action Considerations
Before working with the Email action, be aware of these limitations.
- Troubleshoot the Email Action
If you’re having trouble with the Email action, review these tips.
- Confirm That Global Layouts Have the Correct Email Action
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
Confirm that the “Send Email” action is in the appropriate section of each record layout.
- Create Additional Email Actions in Lightning Experience
Include the Email action on layouts to make emailing more convenient.
- Fields Available on the Email Quick Action
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 Predefined Field Values for Email Recipients in the Send Email Action
By default, we prepopulate the To: field with a contact or lead email address when you open the email action from the contact or lead record home pages. Extend this behavior to other objects and also predefine the To:, Cc:, or Bcc: fields.
