{"id":9637,"date":"2024-10-30T18:06:00","date_gmt":"2024-10-30T18:06:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=9637"},"modified":"2025-09-18T09:52:41","modified_gmt":"2025-09-18T09:52:41","slug":"streamline-your-workflow-add-email-action-to-the-activity-tab-with-a-custom-global-action","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/10\/30\/streamline-your-workflow-add-email-action-to-the-activity-tab-with-a-custom-global-action\/","title":{"rendered":"Streamline your workflow: Add Email Action to the Activity Tab with a custom Global Action"},"content":{"rendered":"\n<p>In this blog, we\u2019ll cover how to configure and add <strong>Email Action<\/strong> 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 &#8216;Send Email&#8217; 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.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Steps to create and Add Email Action to the Activity Tab through Custom Global Action<\/span><\/em><\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the \u201c<strong>Setup<\/strong>\u201d gear icon and go to Home.<\/li>\n\n\n\n<li>In the Quick Find search box, type &#8220;<strong>Global Actions<\/strong>&#8221; and press Enter.<\/li>\n\n\n\n<li>In the Global Actions section, click the \u201c<strong>New Action<\/strong>\u201d button.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Global-Action-Page-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Global-Action-Page-1.png\" alt=\"Global Actions Page\"><\/a><\/center><font size=\"2\"><center><i> Global Actions Page <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select the Action Type as &#8220;<strong>Send Email<\/strong>&#8221; and the label Type as &#8220;<strong>Email<\/strong>.&#8221;<\/li>\n\n\n\n<li>Set the name you want to display in the Activity tab.<\/li>\n\n\n\n<li>Next, save the changes.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/New-Action-Create-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/New-Action-Create-1.png\" alt=\"Creating New Action\"><\/a><\/center><font size=\"2\"><center><i> Creating New Action <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>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.<\/li>\n\n\n\n<li>Click on the Page Layouts section for that particular object, then drag and drop the <strong>Email <\/strong>Action into the \u201c<strong>Salesforce Mobile and Lightning Experience Actions<\/strong>\u201d section.<\/li>\n\n\n\n<li> <strong>Save<\/strong> the changes of the page layout for and add email action to the activity tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Set-Email-Action-In-Page-layout.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Set-Email-Action-In-Page-layout.png\" alt=\"Setting Email Actions In Page Layout\"><\/a><\/center><font size=\"2\"><center><i> Setting Email Actions In Page Layout <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to the Lightning page of the Sales app or the app you are using where the object tabs are located.<\/li>\n\n\n\n<li>Click on the desired object.<\/li>\n\n\n\n<li>Check the Activity tab to see if the Email Action button is displayed and add email action to the activity tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Email-Recent-Status-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Email-Recent-Status-1.png\" alt=\"Email action button in the Activity tab of Account layout\"><\/a><\/center><font size=\"2\"><center><i> Email action button in the Activity tab of Account layout <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If the Activity tab is not on the page, edit the page from Setup and drag and drop the Activity tab onto the page.<\/li>\n\n\n\n<li>In the Email Action, users can use their email templates and add BCC to add email action to the activity tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Email-Body.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Email-Body.png\" alt=\"Email body\"><\/a><\/center><font size=\"2\"><center><i> Email body <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The user or owner can also see their recent activity and add email action to the activity tab.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Email-Recent-Status-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2024\/10\/Email-Recent-Status-1.png\" alt=\"Email Recent Status\"><\/a><\/center><font size=\"2\"><center><i> Email Recent Status <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This Email Action type won&#8217;t work for the Case object. Refer to the link for more information. <a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=000384646&amp;type=1\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/help.salesforce.com\/s\/articleView?id=000384646&amp;type=1<\/a><\/li>\n\n\n\n<li>Similar to using the Global Action process, we can create and set other action types.<\/li>\n<\/ul>\n\n\n\n<p>By following the above blog instructions, you will be able to learn <strong>\u201c<em>How to add Email Action to the Activity Tab by creating a custom Global Action<\/em>\u201c<\/strong>. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. <\/p>\n\n\n\n<p>More details about our integration product are available on <a href=\"https:\/\/www.greytrix.com\/salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>. <\/p>\n\n\n\n<p>We hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 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.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, 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&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; 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.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/tag\/cpq\/\" target=\"_blank\" rel=\"noreferrer noopener\">Streamline your Salesforce Process with Salesforce CPQ<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/12\/12\/how-to-create-a-custom-button-on-formstack-for-the-salesforce-form\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to create a custom button on Formstack for the Salesforce form<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/09\/15\/how-to-restrict-the-system-administrator-to-edit-the-read-only-field-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Restrict the System Administrator to \u201cEdit the Read-Only Field\u201d in Salesforce.<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/12\/15\/how-to-create-product-features-and-options-in-salesforce-cpq\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to create product feature and Options in Salesforce CPQ<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we\u2019ll 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 &#8216;Send Email&#8217; feature on Account, Opportunity, and Contact records via the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/10\/30\/streamline-your-workflow-add-email-action-to-the-activity-tab-with-a-custom-global-action\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1795,1794,1763,1654,36,1659,582,107,1793,884,1542,1294,1450,1536,1451,1796,1656,1819,1655,1823,1818,1764,892,1797,1820,1798],"class_list":["post-9637","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-action-type-as-send-email","tag-activity-tab","tag-activity-tab-email-action","tag-add-summary-formula","tag-business-process-in-salesforce","tag-conditional-formatting","tag-deliverability-of-email","tag-email","tag-email-action","tag-email-address","tag-email-alert","tag-email-alerts","tag-email-as-a-quick-action","tag-email-notification","tag-email-quick-action","tag-email-templates","tag-formula-output-type","tag-global-actions-new-action","tag-group-rows","tag-quick-find-global-actions","tag-recent-activity","tag-salesforce-mobile-and-lightning-experience-actions","tag-send-email-via-salesforce","tag-send-email-activity-on-account","tag-setup-global-actions","tag-new-action-button"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/9637","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=9637"}],"version-history":[{"count":19,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/9637\/revisions"}],"predecessor-version":[{"id":9775,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/9637\/revisions\/9775"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=9637"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=9637"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=9637"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}