Email Action Considerations

General

• Using the Email action, you can send an unlimited number of emails.
• You can’t add custom fields or rename existing fields in the Email action.
• The From field is required.
  

  Note If the From field isn't in the Email action layout, it must be predefined.
• HTML Body content is required; Text Body content is only supported on the Case-specific Email action.
  

  Note If the HTML Body field isn't in the Email action layout, it must be predefined.
• The Related To field can't be set to Cases in the global Email action.
• The Reply and Reply-All Email actions can’t be executed when the Email Composer tab isn't active.
• The Send an Email mobile action isn't supported on cases.

Predefined Values

• Emails sent with only email addresses specified aren’t associated with Salesforce records. Send emails to the Salesforce contact, lead, or person account record instead.
• Related To can be predefined only for an entity-specific quick action, not a global quick action.
• Predefined values aren’t supported in Reply/Forward or emails initiated from Assistant or Opportunity Insights.
• Predefined values are supported in an inline Email action on a record and in an Email action on the Global Actions menu.
• If Compliance Bcc is enabled, predefined values for the Bcc field are ignored. If Auto Bcc is enabled, predefined values for the Bcc field are appended to the Auto Bcc address.
• To predefine the From field, specify one of these email addresses:
  • The user’s return email address
  • The email address of the user’s connected account
  • An org-wide email address
  The predefined value is among the addresses available in the email composer From field when it isn’t hidden.

Reply/Forward and Email in Opportunity Insights

Reply/Forward and email functionality depends on the following criteria:

• The global Email action is on the Global layout, in the Salesforce1 and Lightning Experience Actions section.
• Either the Subject or Body field must be on the layout.
• The user has the Send Email permission.
• The Org-wide Preference "Access to Send Email" is set to All Emails.

In the Salesforce Mobile App

• In the Salesforce mobile app, click the Email action to choose the email app you want to use to compose and send your email.

  Choices include your mobile device’s native email and other email providers, such as Inbox, and Gmail or Outlook. Composing an email isn't done directly in the Salesforce mobile app.