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I'm trying to add the Email action to our Case Lightning page and can't figure out why it's not showing up. So far I have:

1. Added the Chatter component to the lightning page. Other activities I have added to the page layout are showing up (Post, New Task, Log a Call)

2. Added "Email" to our global actions/ publisher page layout.

3. The email global action does not allow me to change the Target object, it's set to "Outgoing Email."

4. Added "Email" to the case page layout via the Salesforce Mobile and Lightning Experience Actions

5. Checked user's permissions and confirmed they have the send email permission enabled

6. Enabled Case Feed Actions and Feed Items

7. Set the email Deliverability settings to "All Email"

8. We have email-to-case enabled 

 

Hoping someone else has run into this issue and can provide the missing piece! 

Thank you!

4 respuestas
  1. 4 may 2023, 18:21

    FYI to anyone that finds themselves stuck on this, I created a case with Salesforce and found out the standard email button won't work for this scenario and was advised to create a custom quick action. 

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