If you’re having trouble with the Email action, review these tips.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Enterprise, Performance, Unlimited, and Developer Editions |
- The new email action wasn't set up properly if:
- You don’t see the Email action in the Global Actions menu.
- You don’t see the Email action in the Activity Publisher of objects where you need email capability.
- You’re missing reply/forward actions on an email activity.
- When you add the Email action to the Global layout, it appears in the Global Actions menu (the + button in the upper right) and in the Activity Publisher for all objects that inherit from the Global layout.
- Either the Global or the object-specific Email action can be added directly to the actions
section on the layout of any activity-enabled object.
Object-specific email actions can only be added to the layout for that object. For example, an account-specific email action can be added only to the account page layout.
- If the Email action is not displayed on an object, confirm that the object is activity-enabled.
- The Email Composer tab must be selected in the Feed for the Reply and Reply-All Email actions to work.
- Emails sent from the Email action use the character encoding specified in the user settings.
- To see the Email tab in the activity composer, set Email Deliverability to All Email.