Confirm That Global Layouts Are Using the Correct Email Action

Although the Email action is only available in Lightning Experience, it must be in the Quick Actions in the Salesforce Classic Publisher section of the page layout so that 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.

Required Editions

Available in: Lightning Experience

Available in: Essentials, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create and modify the Email quick action:	Customize Application
To edit a page layout:	Customize Application

Note The Send an Email mobile action is not supported on cases.

1. Click Setup.
2. In the "Quick Find" field, enter Publisher Actions, then click Publisher Actions.
3. Verify that the Email action exists on every global layout before setting the Default Email Application or assigning the Send Email permission. See Edit Your Email Settings.
   1. In the Quick Actions in the Salesforce Classic Publisher section, confirm that the Email action (with label of “Email”, name of “SendEmail”, and Action Type of “Send Email”) is listed.
   2. If the Salesforce Mobile and Lightning Experience Actions section is not using the predefined actions, confirm that the Email action (with label of “Email”, name of “SendEmail”, and Action Type of “Quick Action”) is listed.

See Also

• Confirm That Record Layouts Are Using the Correct Email Action