I want to create a quick action to send an email. When attempting to assign an existing template to the predefined Email Template field I am left with a formula editor - how do I call up the email template for this predefined field value? I am doing this on a custom Object. As per Salesforce documentation I should get the Default Email Template field, but for me, this is not available.

enter image description here


There are actually 2 bugs in send email quick action functionality.

  1. There is no way to set a template, its something which was uncooked and served. Only on Cases does it give you that option. (https://success.salesforce.com/answers?id=9063A000000e6pWQAQ)

  2. You will still be able to add that quick-action/Salesforce Mobile and Lightning Experience Action on page layout, it would never be visible when you view them.(https://success.salesforce.com/answers?id=9063A000000DicUQAS)

If you still want send email, you are better off creating custom email component or Using Global Actions.

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.