If an email comes into the Case, you may have an alert set to notify the Case Owner, but it does not show up in the Feed until you refresh the whole Case. You can’t use Case Merge fields in Lightning Email Templates unless you just type them in when you are in Email Templates.
Full Answer
How can I improve Salesforce Mobile and lightning experience actions?
Make sure buttons for New Task, New Event, Log a Call, and Send an Email (not Send Email) are added to the Salesforce Mobile and Lightning Experience Actions section of the page layout. Make sure your users have permission to create new tasks and events, log calls, and send email.
Where can I find classic and lightning email templates?
Classic and Lightning Email Templates can be found in two places. Click on the gear icon in the upper right corner of any page and click Setup On the left side of the page, in the Quick Find Box, type "email templates"
Where can I find email templates in Salesforce Essentials Edition?
Classic and Lightning email templates can be found in two places in Salesforce Essentials Edition. Classic and Lightning Email Templates can be found in two places. Click on the gear icon in the upper right corner of any page and click Setup On the left side of the page, in the Quick Find Box, type "email templates"
How do I track incoming emails in Salesforce?
In Lightning Experience, email tracking applies to all emails and list emails sent through Salesforce, Office 365, Gmail, Email Relay, and Einstein Activity Capture. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Enable Email Tracking. Click Submit.
How do I receive emails from a case in Salesforce?
Before you enable Email-to-Case, take care of some configuration tasks. ... From Setup, enter Email-to-Case in the Quick Find box, then select Email-to-Case.Click Edit.Select Enable Email-to-Case, and click Save.Select Enable On-Demand Service and click Save.
How do I add an email tab to a case in Salesforce?
Add Tabs on the Compact Case Feed in Service ConsoleSwitch to Classic.Go to the Case tab.Open any Case record.On the right side of the page, you should see an arrow icon pointing left. ... The Force.com menu should display.Click Edit Layout link.Click Feed View from the console above.More items...
How do I add emails to my Lightning record page?
If you don't have access, we let you know.Open the record from which you want to send the email.Click the Activity tab and then click Email. ... If the To: field is blank, add an email address for a contact, lead, or person account. ... Write your email, or insert an email template.Add any attachments you want.More items...
How do I enable email to case?
Enabling the featureGo to Setup > Customize > Cases / Search for Email-to-Case in quick find box.Click on Email-to-Case and edit to enable the feature.
How does email to case works in Salesforce?
Email-to-Case's on-demand service keeps email traffic outside your network's firewall and refuses emails larger than 25 MB. You can specify how Salesforce handles incoming emails that come from unauthorized senders or exceed your org's daily processing limits. A simple guided flow walks you through setup.
How do I add an Email tab in case feed?
Show activity on this post. You have to enable Email-to-Case in order to have this functionality. Please go to Setup-->Case--> Email-to-Case Enable Email-To-Case checkbox. Then go to the Case Page layout, you will find the option to add email quick action.
How do I enable Email from feed in Salesforce?
Under Cases, click on Page Layouts. Click Edit before Case Layout. On the upper part, click on Quick Actions and check if “Email” is available....Click on Setup.Under Email Administration, click on Deliverability.Select All email for the Access level .Click Save.
How do I enable Email in activity in Salesforce?
You can confirm this by going doing the following:Go to Setup > Global Actions > Publisher Layouts > Global Layout.Edit the Global Layout.Locate the Email Mobile & Lightning Action called "Email".Add this to the Layout.Save.
How do I enable email in Salesforce lightning?
If you don't have access, we let you know.Open the record from which you want to send the email.Click the Activity tab and then click Email. ... If the To: field is blank, add an email address for a contact, lead, or person account. ... Write your email, or insert an email template.Add any attachments you want.More items...
How do I Preview email templates in lightning?
In Lightning, users can write an email and create templates directly from records. When sending an email directly from a record in Lightning, 'Send Test and Verify Merge Fields' is unavailable, but you can preview the email by clicking the eye icon.
How do I link an email in Salesforce?
To be able to use Email to Salesforce, start by configuring it....Set Up Email to SalesforceFrom your personal settings, enter Email to Salesforce in the Quick Find box, then select My Email to Salesforce.Enter your own email address in My Acceptable Email Addresses . ... Under Email Associations, select options as needed.More items...