Can we assign on the account object , an email action with a predefine template like we do in case ?
Thanks in advance
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Best
Hello @Amin Ahcene, Thank you for your question.
You can define a Macro (Similar to cases) that calls the Send Email action and then selects the templates from a list. make sure that your org meets the prerequisites. To create macros, your admin must add the Macro utility to your Lightning app.
Here is an article to create a macro - https://help.salesforce.com/s/articleView?id=sf.macros_create_lightning.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.macros_def.htm&type=5
Also, create a Send Email quick action that specifies a default email template, creates an email template of the type Custom.
Only Custom type templates are supported. Attachments specified on an email template aren’t supported. However, agents/reps can manually add attachments when they use the email quick action.
After you define the Send Email quick action, add it to the account page layout so it’s available for reps to use. Here is an article for reference - https://help.salesforce.com/s/articleView?id=sf.case_interaction_send_email_quick_action_default_email_template_lex.htm&type=5
I hope this helps. Feel free to mark this as the best answer to make it useful for others. Thank you :)
