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            Customized Fields in the Outgoing Email Action Layout

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            Customized Fields in the Outgoing Email Action Layout

            You can customize the Outgoing Email Action layout by removing fields or making them read-only. However, keep the following considerations in mind because your adjustments can affect other areas of the layout or require you to populate other fields with content.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

            Fields in the Email Message Layout

            Field Consequence
            Subject

            When you remove the Subject field from the layout, the Merge Field icon is hidden in the email composer.

            You can’t send emails unless at least one of these fields has content.

            • Subject field
            • HTML Body or Text Body field

            As the sender, you can provide the content, or it can be automatically inserted using predefined values. An email template can also include the content for these fields.

            Note
            Note When you also remove the HTML Body field from the layout, the Insert Template icon is hidden in the email composer.
            HTML Body

            When you remove the HTML Body field from the layout, these icons are hidden in the email composer:

            • Merge field
            • Preview
            • Insert availability (requires an Inbox license)

            You can’t send emails unless at least one of these fields has content.

            • Subject field
            • HTML Body or Text Body field

            As the sender, you can provide the content, or it can be automatically inserted using predefined values. An email template can also include the content for these fields.
            Text Body

            You can’t send emails unless at least one of these fields has content.

            • Subject field
            • HTML Body or Text Body field

            As the sender, you can provide the content, or it can be automatically inserted using predefined values. An email template can also include the content for these fields.
            Recipient (To:, Cc:, and Bcc:)

            You can’t send emails unless there’s at least one recipient.

            See Also

             
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