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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.

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
Note
Note The Send Email mobile action isn’t supported on cases.
  1. From Setup, in the Quick Find box, enter Publisher Layouts, then select Publisher Layouts.
  2. Verify that the Email action exists on every global layout before setting the Default Email Application or assigning the Send Email permission. See Edit Your Email Settings.
    1. In the Quick Actions in the Salesforce Classic Publisher section, confirm that the Email action is listed with these characteristics: Label of “Email”, name of “SendEmail”, and Action Type of “Send Email”.
    2. If the Mobile & Lightning Experience Actions section isn’t using the predefined actions, confirm that the Email action is listed with these characteristics: Label of “Email”, name of “SendEmail”, and Action Type of “Quick Action”).
  3. If the action is missing from the Salesforce Classic Publisher area of the page, select and drag it to the area.
  4. Save your changes.

See Also