Enable Email Button in Task Object?

Question:

I am trying to enable the Email action button within the Task object, similar to the functionality available in the Activity Timeline. However, I am unable to add the Activity Timeline, which contains the Email button, or simply add the Email button within the Task object.

I have attempted to add the Email Lightning component to the Task Page Layout and verified that the email Deliverability setting is set to “All System Email.” Despite these efforts, the desired functionality is still unavailable.

The business use case is that users would like to send clarifying emails directly from a Task record view when a task is assigned. The business users believe that having an Email action within the Task object view would significantly improve productivity.

Could you please suggest if this is possible, and if so, how it can be accomplished? The object in question might be a custom object, and I have already ensured that activities are enabled in the object settings.

Solution

Yes, it is possible to enable the Email button within the Task object, but the process involves configuring the right settings and ensuring the Email functionality is supported within Salesforce. Below are two potential solutions depending on your requirements:

Solution 1: Enable Activity Timeline and Email Button for the Task Object

1. Ensure that activities are enabled for the object (if it is a custom object).
   • Go to Setup → Object Manager → Select your object (e.g., Task or a custom object).
   • Under Object Settings, ensure that the “Allow Activities” option is checked.
2. Edit the Task page layout.
   • Go to Setup → Object Manager → Task.
   • Select Page Layouts and open the desired layout.
   • Add the Activity Timeline Lightning component to the page layout. This component includes the Email button as part of the standard activity actions.
3. Verify email deliverability.
   • Go to Setup → Deliverability.
   • Ensure the Access Level is set to “All Email.” This allows sending emails from Salesforce.
4. Enable email functionality for Lightning Experience.
   • Ensure the Email action is enabled for users by checking user profiles and permission sets. Look for permissions like Send Email, Access Activities, and Allow Email Compose in Lightning Experience.
5. Check record type settings.
   • If you’re using record types, ensure the correct record type is assigned to the Email action.

Solution 2: Add a Custom Email Quick Action to the Task Object

If the Activity Timeline is not a feasible option, you can add a custom Email Quick Action to the Task object. Follow these steps:

1. Create a Quick Action.
   • Go to Setup → Object Manager → Task → Buttons, Links, and Actions.
   • Click New Action.
   • Choose Action Type as “Send Email.”
   • Fill in the required details, such as Label and Description.
2. Add the Quick Action to the Task page layout.
   • Navigate to the Page Layouts for the Task object.
   • Drag the newly created Quick Action to the Quick Actions in the Salesforce Classic Publisher or Lightning Experience Actions section.
3. Verify and test.
   • Save the changes and navigate to a Task record to confirm that the Email button is now available.
   • Users can use this button to send emails directly from the Task view.

Notes

• If the object is a custom object, the steps for enabling activities and adding components to the page layout still apply.
• Ensure that the Salesforce Email Deliverability settings and user permissions are configured correctly for all users who need access to this functionality.
• If you still cannot see the Email action, check your organization’s email limits and user-specific email permissions.

These solutions should allow you to enable the Email button within the Task object and meet the stated business use case. Let me know if you need further clarification or assistance.

Summing Up

To enable the Email button in the Task object, ensure activities are enabled in the object settings, add the Activity Timeline Lightning component to the Task page layout, and confirm email deliverability is set to “All Email” in Setup. Alternatively, create a custom Email Quick Action for the Task object, add it to the page layout, and verify email permissions for users. Both solutions allow users to send emails directly from the Task object to improve productivity.

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