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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.

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

For each record layout page, make sure that the Email action is in the appropriate section. The correct section depends on whether the “Quick Actions in the Salesforce Classic Publisher” and “Salesforce1 and Lightning Actions” sections are inherited or overwritten.

  1. Click Setup.
  2. In the "Quick Find" field, enter Object Manager, then click Object Manager.
  3. Click Account.
  4. For each Account page layout, use the table to determine which section should have the Email action.
  5. Repeat these steps for Opportunity, Lead, Contact, and Campaign layouts, and any activity-enabled objects which should have email capability.
Example
Example
  Quick Actions in the Salesforce Classic Publisher
Inherited Overwritten
Salesforce1 and Lightning Actions Predefined Maske sure that the Global layout is set up according to the instructions in the “Global Layout” section. Make sure that action is in the “Quick Actions in the Salesforce Classic Publisher” section.
Overwritten Make sure that action is in the “Salesforce1 and Lightning Experience Actions” section. Make sure that action is in the “Salesforce1 and Lightning Experience Actions” section.
Note
Note For records in the activity timeline, the Email action displays in the Activity Publisher.

See Also