---
schema_version: "1"
id: 7ac49c6f8a6c07b74e50b1019591f98986d4efae5c5b6d93b8b5d7dfe9bff7fe
title: Create Predefined Field Values for Email Recipients in the Send Email Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/send_email_action_predefined_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.send_email_action_predefined_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ace52c93e5c4ae6a2149c69c9750b692929f3dd97eca7eeed591d16f18ea6fc5
description: "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."
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### 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: <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%">
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        <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="d106524e69">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106524e69 ">To create and modify the Email quick action:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d106524e69 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d106524e69 ">To edit a page layout:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d106524e69 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

The admin must specify the To recipient, Cc recipient, or Bcc recipient to associate the email with the Salesforce record. The recipient must be a lead, contact, or person account. The predefined fields must be lookup fields.

1. Click Setup. In the Quick Find field, enter Global Actions, then click **Global Actions**.
2. Open the Send Email action you want to modify.
3. In the **Predefined Field Values** section, click **New**.
4. For Field Name, select one of the following fields:
    - To Recipients
    - CC Recipients
    - BCC Recipients
5. Use the formula editor to associate your selected field with a Salesforce record using the JUNCTIONIDLIST function.
    
    ![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 For values with only one ID, you don’t have to use the JUNCTIONIDLIST function.
    
    For example:
    
    - To associate the To Recipients field with the account’s primary contact record, enter:
        
        JUNCTIONIDLIST(Account\_\_c.Contact\_\_c) OR Account\_\_c.Contact\_\_c
    - To associate the BCC Recipients field with the account’s owner and the owner’s manager, enter:
        
        JUNCTIONIDLIST(Account.ContactId, Account.Owner:User.ManagerId)
6. Click **Save**.

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

Example

Let’s review an example for defaulting the contact, lead, or person account into the Email Action. You have a custom object called Application with a lookup field to the contact. The API name for Application is Application\_\_c and the API name for the contact field is Contact\_\_c. Since we're getting data from the related record (the contact id), we need an entity-specific email action for Application.

1. In Setup, go to the **Object Manager** tab and click the name of your custom object, Application.
2. Choose **Buttons, Links, and Actions** and click the **New Action** button.
3. Choose the **Send Email** action type, complete the other fields, and click **Save**.
4. Choose **Buttons, Links, and Actions** and click the name of the action you created.
5. Add a predefined field for To Recipient, with the formula value Application\_\_c.Contact\_\_c, and click **Save**.
6. Add the new email action to the page layout.