I should preface this with the info that I'm using the most recent NPSP -- I just upgraded to it. I'm trying out LEX and trying to figure everything out in that before I roll this out to our small nonprofit. In the aloha UI I could easily find the "create" tab and then under that there was "event" "task" etc. but for the LEX UI All I am seeing under the plus button for the global actions menu is "new recurring donation" "New campaign" "New task" and "Log a call". I was wondering how I could customize that because we don't need some of those things but we do need others. I feel like I've tried looking everywhere to customize it, but I can't find it. Hopefully I'm just really oblivious and someone can help me out 🙂
13 answers
I had an instance in lightning that didn't have the send email in the activity section. you need to create a quick action for it and it will appear. If none are showing (new task, send email...) then my guess is you would do this for each of them. Here's the article - https://help.salesforce.com/apex/HTViewSolution?urlname=Send-Email-Setup-Guide-for-Spring-17--Using-Lightning-Experience-Email&language=en_US
