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Market to Your Customers with Account Engagement
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            Add Send Engage Email Button

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            1. Salesforce Help
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            3. Marketing Cloud Account Engagement

            Add Send Engage Email Button

            With campaigns in Sales Emails and Alerts (Engage Campaigns), users can send emails to leads, contacts, and campaign members. To use this feature, add the Send Engage Email button to your lead, contact, opportunity, and account search layouts and detail pages. You can also add the button to your campaign detail pages.

            Required Editions

            User Permissions Needed
            To customize page layouts: Customize Application
            Note
            Note
            • Salesforce Engage is now known as Sales Emails and Alerts. You can expect to see the previous name in a few places until we replace it, including in the app itself.
            • Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.
            Note
            Note If the Send Pardot Email button is on your page layout, remove it before adding the Send Engage Email button.
            1. Add the Send Engage Email button to the lead, contact, campaign, opportunity, and account search layouts and detail pages. See Create and Edit Page Layouts . To add the button to Lightning Experience, drag it to the Salesforce Mobile and Lightning Experience Actions section.
            2. Add the Send Engage Email button to the contacts related list on an account page layout.
              1. Edit the account page layout assigned to Sales Emails and Alerts users.
              2. Select Related Lists, and click the wrench icon in the Contacts section.
              3. Expand the Buttons section.
              4. From the Available Buttons list, click Send Engage Emails, and then click Add.
             
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