Enhanced Email is automatically enabled for most organizations except
those that use Email-to-Case.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available in: Group, Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| User Permissions Needed |
| To send email: |
Send Email permission and access to the record the email is sent from. |
| To attach files to email or templates: |
Access to the file you’re attaching. |
| To use reply, reply all, and forward |
Read access to the leads and contacts who are email recipients |
-
From Setup, enter Enhanced Email in the Quick Find box, then select
Enhanced Email.
-
Click Enable.
-
Update the Email Message page layout to:
-
Add the Related To field.
Then, your users can see which records are related to an email.
-
Remove the Parent Case field from the Email Message page layout.
This field is generally blank unless you use Email-to-Case and an email is associated with a
case.
