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Fields Available on the Email Quick Action
After you create an Email quick action, you can customize the fields displayed for the action. Drag fields from the Email Message Fields palette to the email layout.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Enterprise, Performance, Unlimited, and Developer Editions |
| Field | Description |
|---|---|
| Blank Space | Adds empty space to the email layout. This field can be used multiple times within the email layout. |
| BCC | Email header field where sales reps can enter BCC addresses. If BCC Address is added to an email layout that includes the To Address field, the BCC Address field is collapsed and appears as a link in the email layout. When a sales rep clicks the BCC link, the field expands and doesn’t collapse again. If the field is required, a red line appears next to it and the field is always expanded. You can only predefine this field to an email address. You can predefine it using either BCC (used to define email addresses) or BCC Recipients (used to define contact, lead, and user IDs). |
| CC | Email header field where sales reps can enter CC addresses. If CC Address is added to an email layout that includes the To Address field, the CC Address field is collapsed and appears as a link in the email layout on the case page layout. When a rep clicks the CC link, the field expands and doesn’t collapse again. If the field is required, a red line appears next to it and the field is always expanded. You can only predefine this field to an email address. You can predefine it using either CC (used to define email addresses) or CC Recipients (used to define contact, lead, and user IDs). |
| From | Email header field where sales reps can enter a From email address from a picklist (dropdown list). Reps can select from org-wide email addresses and the user’s own email address. The From picklist is added by default in the Send Email action in new orgs created in Winter ’17 or later. If you create a Send Email action after Winter ’17, then the From picklist is added to the email layout by default. |
| HTML Body | Email body field that supports HTML formatting and images. |
| Related To | Field for the record ID of related objects, such as accounts, opportunities, campaigns, cases, or custom objects. For more information, see EmailMessage in the API Guide. |
| Subject | Email header field where users can enter a subject. |
| To | Email header field where users can enter To email addresses. You can only predefine this field to an email address. You can predefine it using either To (used to define email addresses) or To Recipients (used to define contact, lead, and user IDs). |
