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Welcome to the treasure trove of Greytrix’s Salesforce knowledge. This page is dedicated to providing you with insightful articles, expert tips, and the latest updates on Salesforce CRM. Whether you want to enhance your Salesforce experience or want to stay updated on industry trends, our blog has you covered. In addition, we also offer cutting-edge solutions for Salesforce and are committed to delivering unparalleled support and innovation for Salesforce users. Explore and enhance your Salesforce experience with Greytrix.

Streamline your workflow: Add Email Action to the Activity Tab with a custom Global Action

By Greytrix | October 30, 2024
0 Comment

In this blog, we’ll cover how to configure and add Email Action to the Activity Tab by creating a custom Global Action. This enables users to add the email functionality to the page layouts of related objects. With this setup, users can utilize the ‘Send Email’ feature on Account, Opportunity, and Contact records via the email tab, simplifying recipient selection and email composition. Additionally, they can track their recent email activities.

Steps to create and Add Email Action to the Activity Tab through Custom Global Action

  • Click on the “Setup” gear icon and go to Home.
  • In the Quick Find search box, type “Global Actions” and press Enter.
  • In the Global Actions section, click the “New Action” button.
Global Actions Page
Global Actions Page
  • Select the Action Type as “Send Email” and the label Type as “Email.”
  • Set the name you want to display in the Activity tab.
  • Next, save the changes.
Creating New Action
Creating New Action
  • After creating the Global Action, navigate to Object Manager and select the object for which the user needs the email action and add email action to the activity tab.
  • Click on the Page Layouts section for that particular object, then drag and drop the Email Action into the “Salesforce Mobile and Lightning Experience Actions” section.
  • Save the changes of the page layout for and add email action to the activity tab.
Setting Email Actions In Page Layout
Setting Email Actions In Page Layout
  • Go to the Lightning page of the Sales app or the app you are using where the object tabs are located.
  • Click on the desired object.
  • Check the Activity tab to see if the Email Action button is displayed and add email action to the activity tab.
Email action button in the Activity tab of Account layout
Email action button in the Activity tab of Account layout
  • If the Activity tab is not on the page, edit the page from Setup and drag and drop the Activity tab onto the page.
  • In the Email Action, users can use their email templates and add BCC to add email action to the activity tab.
Email body
Email body
  • The user or owner can also see their recent activity and add email action to the activity tab.
Email Recent Status
Email Recent Status
  • This Email Action type won’t work for the Case object. Refer to the link for more information. https://help.salesforce.com/s/articleView?id=000384646&type=1
  • Similar to using the Global Action process, we can create and set other action types.

By following the above blog instructions, you will be able to learn “How to add Email Action to the Activity Tab by creating a custom Global Action“. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com.

More details about our integration product are available on our website and Salesforce AppExchange.

We hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.

About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

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Category: Salesforce Services Tags: Action Type as "Send Email", Activity Tab, Activity tab - Email action, Add Summary Formula, business process in salesforce, Conditional Formatting, Deliverability of Email, Email, Email Action, Email Address, Email Alert, Email alerts, Email as a Quick Action, Email Notification, Email Quick Action, email templates, Formula Output Type, Global Actions - New Action, Group Rows, Quick Find-Global Actions, Recent Activity, Salesforce mobile and lightning experience actions, Send Email Via Salesforce, Send Email' activity on Account, Setup - Global Actions, “New Action” button
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