enabling email on records in lex
enabling email on records in lex is not what i imagined spending much time on in our migration…but here we are.
if you are in a sandbox, deliverability must be set to all email, else the action wont show up on any records period.
you need to add the sendemail action to the global publisher layouts, or override the specific page layouts to include it. makes sense.
per this doc, the send email action only works in lex but must be in the classic actions section also. some mumbo jumbo about inheritance. just tested and indeed it is the way. just dont ask.
once you finally get it to show up on the page, you may get a big red error message when you try to actually use it. has happened to me more than once! try disabling and re-enabling enhanced email per this thread on success. again, just dont ask.
you can indeed customize the layout for the email action. I removed...
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