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Confirm That Record Layouts Are Using the Correct Email Action
Confirm that the “Send Email” action is in the appropriate section of each record layout.
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 |
For each record layout page, make sure that the Email action is in the appropriate section. The correct section depends on whether the “Quick Actions in the Salesforce Classic Publisher” and “Salesforce1 and Lightning Actions” sections are inherited or overwritten.
- Click Setup.
- In the "Quick Find" field, enter Object Manager, then click Object Manager.
- Click Account.
- For each Account page layout, use the table to determine which section should have the Email action.
- Repeat these steps for Opportunity, Lead, Contact, and Campaign layouts, and any activity-enabled objects which should have email capability.
Example
| Quick Actions in the Salesforce Classic Publisher | |||
| Inherited | Overwritten | ||
| Salesforce1 and Lightning Actions | Predefined | Maske sure that the Global layout is set up according to the instructions in the “Global Layout” section. | Make sure that action is in the “Quick Actions in the Salesforce Classic Publisher” section. |
| Overwritten | Make sure that action is in the “Salesforce1 and Lightning Experience Actions” section. | Make sure that action is in the “Salesforce1 and Lightning Experience Actions” section. | |
Note For records in the activity timeline, the Email action displays in the Activity
Publisher.
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