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Sales Productivity
Set Up Enhanced Email

Set Up Enhanced Email

Enhanced Email is automatically enabled for most organizations except those that use Email-to-Case.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To send email: Send Email permission and access to the record the email is sent from.
To attach files to email or templates: Access to the file you’re attaching.
To use reply, reply all, and forward Read access to the leads and contacts who are email recipients
  1. From Setup, enter Enhanced Email in the Quick Find box, then select Enhanced Email.
  2. Click Enable.
  3. Update the Email Message page layout to:
    1. Add the Related To field.
      Then, your users can see which records are related to an email.
    2. Remove the Parent Case field from the Email Message page layout. This field is generally blank unless you use Email-to-Case and an email is associated with a case.
 
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