'Send To' and 'Related To' Fields Disabled When Sending an Email Template in Outlook and Gmail Integration

This article explains how to resolve the 'Send To' and 'Related To' fields appearing disabled when a user tries to send an Email Template through Outlook Integration or Gmail Integration.

Why This Happens

The 'Send To' and 'Related To' fields rely on the Task.Name and Task.RelatedTo fields to maintain the relationship between the email message record and other Salesforce CRM records. If the user's profile doesn't have Read and Edit access to these fields, the fields appear disabled when sending an Email Template.

How to Fix It

1. Log in to Salesforce with an admin account.
2. Click the gear icon in the upper right corner and select Setup.
3. In the Quick Find box, search for Profiles, then click Profiles under the Users section.
4. Find and click the profile you want to modify (for example, Standard User or a custom profile).
5. Scroll to the Field-Level Security section and click View Page for the Task object.
6. Search for the Task Name and Related To fields.
7. For each field, check the Visible box, and uncheck Read-Only if it's checked, so the fields are editable.
8. Save the profile settings.
9. Test by logging in as a user with that profile, or by using the "Login As" feature, to confirm the fields are now editable.