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Send an email action not showing in case feed
Hello,
After following the below steps and clicking save, the action "send an email" in the Publisher section doesn't show in the case feed of one of the support process. Any suggestions? Thanks
From Setup, click Customize | Cases | Page Layouts.
How you access the Case Feed Settings page depends on what kind of page layout you’re working with.
For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor.
For a layout in the Page Layouts for Case Feed Users section, click [Case feed layout expand button] and choose Edit feed view. (This section appears only for organizations created before Spring ’14.)
Select Use Page Layout Editor to Configure Actions.
Click Save.
To access the page layout editor:
For a layout in the Case Page Layouts section, click Edit.
For a layout in the Page Layouts for Case Feed Users section, click [Case feed layout expand button] and choose Edit detail view. (This section appears only for organizations created before Spring ’14.)
In the page layout editor, click [page layout editor change tool] in the Actions in the Publisher section.
In the palette, click Actions.
Drag the actions you want to the Actions in the Publisher section. You can also drag actions to change the order in which they appear, and can drag off actions you don’t want.
On the Case Feed page, up to approximately five or six actions are displayed in the publisher; the rest are included in the More drop-down list.
Click Save.
After following the below steps and clicking save, the action "send an email" in the Publisher section doesn't show in the case feed of one of the support process. Any suggestions? Thanks
From Setup, click Customize | Cases | Page Layouts.
How you access the Case Feed Settings page depends on what kind of page layout you’re working with.
For a layout in the Case Page Layouts section, click Edit, and then click Feed View in the page layout editor.
For a layout in the Page Layouts for Case Feed Users section, click [Case feed layout expand button] and choose Edit feed view. (This section appears only for organizations created before Spring ’14.)
Select Use Page Layout Editor to Configure Actions.
Click Save.
To access the page layout editor:
For a layout in the Case Page Layouts section, click Edit.
For a layout in the Page Layouts for Case Feed Users section, click [Case feed layout expand button] and choose Edit detail view. (This section appears only for organizations created before Spring ’14.)
In the page layout editor, click [page layout editor change tool] in the Actions in the Publisher section.
In the palette, click Actions.
Drag the actions you want to the Actions in the Publisher section. You can also drag actions to change the order in which they appear, and can drag off actions you don’t want.
On the Case Feed page, up to approximately five or six actions are displayed in the publisher; the rest are included in the More drop-down list.
Click Save.
https://help.salesforce.com/apex/HTViewSolution?id=000194281&language=en_US
This behavior might be caused by the org Email access which is set to System Email Only.
Resolution:
1. Click Setup | Administer | Email Administration | Deliverability
2. Set Access to Send Email (All Email Services) to All Email.
3. Click Save.
Email deliverability = All Email
email to case enabled
Case layout feed view email set up to use three fields
Quick actions in the Salesforce Classic Publisher shows email button (there are three available with the same name, I chose the one that has
label: Email
Name: Case.SendEmail
Action type: Quick Action
Create Feed Item: Yes
There are two more, but didn't choose them.
I am missing something, can't see what
I'll wager that this is a restriction by SF to prevent people from trying to run their own help desk out of their trailhead playground. Someone must have tried it in the past and now they blocked it for everyone. Sorry to be the bearer of bad news.
Thanks
That resolved it for me. Thanks.
For me the issue was not having Case-to-Email enabled. Once I enabled this, I was able to create and send emails through case feed quick action as metioned in Trailhead.
Cheers
- Email deliverability = All Email
- Email to case enabled
- Create a new action on case, see this https://help.salesforce.com/articleView?id=case_interaction_send_email_quick_action_create.htm&type=5
- Drag the new action to the page layout
Good luck!
Ensure "Enable Case Feed Actions and Feed Items" is enabled under support settings. To modify Support settings : Go | Setup | Customize | Cases | Support Settings.
Please find the step by step implementation.
https://deepikamatam.blogspot.com/2019/05/lightning-knowledge-insert-article.html
Ensure the Deliverability is set to All Email
Enable Email-to-Case (and enable on demand if required),create routing address and verify
Ensure the org wide default email address is setup and verified.
Ensure the Open Activities and Activity History is on layout and can't hurt to ensure the Email (SendEmail) action is on the layout.
Ensure the profile has the Send Email permission
https://salesforce.stackexchange.com/questions/253657/can%C2%B4t-add-action-to-salesforce-mobile-and-lightning-experience-actions