---
schema_version: "1"
id: 722200c851c92c7ee1ea8e66a529836c6cf4113adf302737cc5d810c2e4e3cbe
title: Understand How Default Values for Case Emails Work
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/case_interaction_send_email_default_field_values_matrix.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.case_interaction_send_email_default_field_values_matrix.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 93c7d6dbd6c6fa984d190456772548f82af4b25a8232ce2f1964b16a305b1c82
description: There are lots of ways to control the default values your support reps see when responding to customer cases using email. Depending on your business needs, you can set up different types of default field values using various methods.
products:
  - Service Cloud
release: "264"
---
# Understand How Default Values for Case Emails Work

There are lots of ways to control the default values your support reps see when responding to customer cases using email. Depending on your business needs, you can set up different types of default field values using various methods.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
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          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d183675e60">Set Defaults With...</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d183675e63">Best For...</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d183675e66">Priority of Execution</th>
        </tr>
      </thead>
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          <td data-label="Set Defaults With..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e60 ">Apex <code>QuickActionDefaultsHandler</code> interface</td>

          <td data-label="Best For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e63 ">
            <p>Use this Apex interface to override email field values based on complex logic. For
              example, you can use this Apex interface to apply a specific email template and BCC a manager
              on high priority cases. </p>
            <p style="margin-bottom:0;">For set up information, see the <a href="https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_interface_QuickAction_QuickActionDefaultsHandler.htm" target="_blank"><code>QuickActionDefaultsHandler</code> Interface</a> in the <cite>Apex
                Developer Guide</cite>.</p>
          </td>

          <td data-label="Priority of Execution" class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e66 ">
            <p>1 </p>
            <p style="margin-bottom:0;">Defaults set with this interface override all other default settings.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Set Defaults With..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e60 ">Predefined Field Values set up for the Email quick action</td>

          <td data-label="Best For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e63 ">
            <p>Use predefined field values for adding people to email threads. You can also use
              predefined field values to ensure that emails are associated with Salesforce records. </p>
            <p style="margin-bottom:0;">For
              set up information, see <a href="https://help.salesforce.com/s/articleView?id=service.case_interaction_send_email_quick_action_create.htm&amp;release=264.0.0&amp;type=5" title="Create a Send Email quick action to let support reps send emails from the case feed in Lightning Experience and the Salesforce mobile app.">Create a Send Email Quick Action for Cases</a>.</p>
          </td>

          <td data-label="Priority of Execution" class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e66 ">
            <p>2 </p>
            <p style="margin-bottom:0;">If the Apex interface isn’t configured for a field specified using predefined
              field values, these values populate next.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Set Defaults With..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e60 ">Automatic Reply, Reply All, and Forward field values </td>

          <td data-label="Best For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e63 ">
            <p>Use these carry-over fields for basic email functionality. When an email is in response
              to an existing email, field values like the To, From, Subject, and Body fields are
              auto-populated with the previous values.</p>
            <p style="margin-bottom:0;">This functionality is provided out-of-the-box and
              doesn’t require configuration.</p>
          </td>

          <td data-label="Priority of Execution" class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e66 ">
            <p>3 </p>
            <p style="margin-bottom:0;">Carry-over fields from a previous email populate next.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Set Defaults With..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e60 ">Default Email Template set up for the Email quick action </td>

          <td data-label="Best For..." class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e63 ">
            <p>Use the Default Email Template setting on the Email quick action to always apply
              a custom email template to the body of the email. Setting up a default template helps
              your support reps send consistent messages quickly. </p>
            <p style="margin-bottom:0;">For set up information, see
              <a href="https://help.salesforce.com/s/articleView?id=service.case_interaction_send_email_quick_action_default_email_template_lex.htm&amp;release=264.0.0&amp;type=5" title="Help support reps incorporate branding and ensure consistency when writing emails to customers in Lightning Experience and the Salesforce mobile app by using default email templates. Email templates help ensure that support reps include common information, such as greetings, announcements, disclaimers, and company contact information, in customer emails.">Apply a Default Email Template Using the Send Email Quick Action</a>.
            </p>
          </td>

          <td data-label="Priority of Execution" class="slds-cell-wrap" style="vertical-align:top;" headers="d183675e66 ">
            <p>4 </p>
            <p style="margin-bottom:0;">If the body of the email hasn’t been populated by the Apex interface or by a
              Reply, Reply All, or Forward message, the default email template is applied
              next.</p>
          </td>

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