I'm trying to customize my user's Activity Email.

enter image description here

Like for example, since I know which is the contact for this record I would like to have it autofilled, also for the subject.

Also, I would like to attach an attachment from my object automatically.

Is any of those wish actually implementable on SF? Thanks!


You might try creating a new New action of Send email type and assigning it to your Quote object page layout.

Then you can predefine the values in your fields.

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.