---
schema_version: "1"
id: 305e920f48e8b62653d226081536ed4374d3d7c111f0976d7fd1cb47f2a0ce56
title: Confirm That Record Layouts Are Using the Correct 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_record_layout.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.send_email_action_record_layout.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8b76f5f16f2464f64ac0fadfd93aec49bb54704b530dddad88006226b0ee5b86
description: Confirm that the “Send Email” action is in the appropriate section of each record layout.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<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: Lightning Experience</td></tr><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%">
        </colgroup>
        <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="d128302e75">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d128302e75 ">To create and modify the Email quick action:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d128302e75 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d128302e75 ">To edit a page layout:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d128302e75 ">Customize Application</td>

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

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](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 <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:25%">
              <col style="width:25%">
              <col style="width:25%">
              <col style="width:25%">
            </colgroup>
            <tbody>
              <tr class="">
                <td class="slds-cell-wrap" rowspan="2" colspan="2" style="vertical-align:top;">&nbsp;</td>

                <td class="slds-cell-wrap" colspan="2" style="vertical-align:top;">Quick Actions in the Salesforce Classic Publisher</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">Inherited</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Overwritten</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" rowspan="2" style="vertical-align:top;">Salesforce1 and Lightning Actions</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Predefined</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Maske sure that the Global layout is set up according to the instructions in
                  the “Global Layout” section.</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Make sure that action is in the “Quick Actions in the Salesforce Classic
                  Publisher” section.</td>

              </tr>
              <tr class="">
                <td class="slds-cell-wrap" style="vertical-align:top;">Overwritten</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Make sure that action is in the “Salesforce1 and Lightning Experience Actions”
                  section.</td>

                <td class="slds-cell-wrap" style="vertical-align:top;">Make sure that action is in the “Salesforce1 and Lightning Experience Actions”
                  section. </td>

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

![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 records in the activity timeline, the Email action displays in the Activity Publisher.

#### See Also

- [Confirm That Global Layouts Have the Correct Email Action](https://help.salesforce.com/s/articleView?id=sales.send_email_action_global_layout.htm&release=264.0.0&type=5 "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.")