The Lightning Email action allows emails to be sent from anywhere in Salesforce. It
allows greater customization, such as adding and removing fields or specifying predefined values.
The action also supports all objects which have activities enabled, and can be invoked from
anywhere in Lightning Experience.
Required Editions
Available in: Lightning Experience
Available in: Essentials, Enterprise, Performance,
Unlimited, and Developer Editions
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.
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.
Create Predefined Field Values for Email Recipients in the Send Email Action By default, we prepopulate the To: field with a contact or lead email address when you open the email action from the contact or lead record home pages. Extend this behavior to other objects and also predefine the To:, Cc:, or Bcc: fields.
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