How to Add Email to Activity Tab in Salesforce

There will be times, we all need to add email to the activity tab in Salesforce. And here, I will explain how to add email to the activity tab in Salesforce. We will also discuss, how to append an email to the activity tab in Salesforce.

Recently, I was working in Salesforce, where we got a requirement to add email to the activity tab Salesforce. So, in this blog, I will also explain, how to add email to the activity tab in Salesforce.

So, we will cover these topics in this Salesforce tutorial.

• How to add email to the activity tab in Salesforce
• How to add email to the activity tab in Salesforce lightning
• How to add email to the activity tab in Salesforce Classic
• How to append the email to the activity tab in Salesforce
• How to attach the email to the activity tab in Salesforce

How to add email to the activity tab in Salesforce

One of the most useful features offered by the Salesforce is Activity tab. The activity tab is defined as a tab that shows all the live and finalized activities for the present user.

So, if you want to learn how to add email to the activity tab in salesforce follow these steps:

• Go to the Setup, and click the object manager that is present behind the Home tab.
• After selecting the object manager, the object manager page is open. Select the object you want to use
• After selecting the object click on the page layout option that is present in the left sidebar.
• After clicking on the page layout, the page layout page is open, click on the object layout option.
• After clicking on the object layout the object layout page is open and then select the mobile lightning action field after that search for the Email item in the Quick Find Box and drag the email item.
• After dragging the email item and dropping it into Mobile and Lightning Experience Action then click on the save option.
• After clicking on the save option you can see that the email item is added as a tab on the activity tab.

Now, let’s move ahead and see how to add email to the activity tab in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.

Read: How to remove new event from activity tab in Salesforce lightning

How to add email to the activity tab in Salesforce lightning

Here we will learn how to add the activity tab in salesforce lightning. So, if you want to learn how to add email to the activity tab in salesforce lightning follow these steps:

Step-1: Go to the Setup, which is present under the gear icon then click on the object manager.

Step-2: After clicking on the object manager, the object manager page is open. Enter the object in the search box the object is shown. Here we are selecting the USA student object.

Step-3: After selecting the USA student object, the USA student object page is open. Select the page layouts option that is present in the left sidebar.

Step-4: After clicking on the page layouts option, the page layouts page is open . Select the USA student layout.

Step-4: After clicking on the USA Student layout, the USA student layout page is open, and then select the mobile lightning action field after that search for the Email item in the Quick Find Box and drag the email item.

Step-5:After dragging the email item and dropping it into Mobile and Lightning Experience Action then click on the save option.

Step-6: After clicking on the save option you can see that the email item is added as a tab on the activity tab.

This is how to add email to the activity tab in salesforce lightning.

Read How to Delete a Case in Salesforce

How to add email to the activity tab in Salesforce Classic

Here we will learn how to add the activity tab in salesforce classic. So, if you want to learn how to add email to the activity tab in salesforce classic follow these steps:

Step-1: First go, to the Setup, and the Home page is open. From this Home page select the USA project objects that are present under the recent items.

Step-2: After clicking on the object, the USA project page is open, and then scroll down you can see the page layouts option. Click on the edit option.

Step-3: After clicking on the edit option, the USA Project layout page is open, and select the Mobile and lightning action fields that are present in the left side panel.

And search the email item from the Quick Search box and drag the Email item.

Step-4: After dragging the Email item and drop it into Salesforce Mobile and Lightning Experience Actions. After that click on the save option and the Email is added as a tab on the activity tab.

So, with this, we understand how to add email to the activity tab in salesforce classic.

Read How to Close a Case in Salesforce

How to append the email to the activity tab in Salesforce

Here we are appending the email to the activity tab in Salesforce. So, if you want to learn how to append email to the activity tab in salesforce follow these steps:

Step-1: Step-1: First go, to the app launcher and search the sales in the search box, and select the sales.

Step-2: After clicking on the sales, the Home page is open. From this Home page select the objects. Here we are selecting the Leads object.

After clicking on the Leads object, the Leads recently viewed page is open, click on the Adeline Maggio record.

Step-3: After clicking on record, the Adeline Maggio page is open inside this page on the left-hand side you can see that the activity tab is present on this activity tab there are a few tabs and we need to add more tabs.

Step-4: Click on the gear icon, under the gear icon there is an edit page option. Click on the edit page option.

Step-5: After clicking on the edit page, you can see that there is an Lead Layout( Preview) option present on the left side, click on it.

Step-6: After clicking on the Lead layout, the Lead Page layout is open. Select the Mobile and lightning action field and search the log a call item from the Quick Search box and drag the Email item.

Step-7: After dragging the email item and drag it into Salesforce Mobile and Lightning Experience Actions. after that click on the save option and the email is added as a tab on the activity tab.

Step-8: After clicking on the save option, you can see that Email is added on the activity tab. It is paced beside the New Task tab.

This is how to append the email to the activity tab in salesforce.

Read How to Add Validation Rule for Text Field in Salesforce

How to attach the email to the activity tab in Salesforce

Here we are attaching the email to the activity tab in salesforce. So, if you want to learn how to attach email to the activity tab in salesforce follow these steps:

Step-1: First go, to the app launcher and search the sales in the search box, and select the sales. After clicking on the sales, the Home page is open. From this Home page select the objects. Here we are selecting the Accounts object.

Step-2: After clicking on the Accounts object, the Accounts recently viewed page is open, click on the Lind, Schiller, and Haad Fabric Mender Corp of America records.

Step-3: After clicking on record, the Lind, Schiller, and Haag Fabric Mender Corp of America page is open inside this page on the left-hand side you can see that the activity tab is present on this activity tab there are a few tabs and we need to add more tab.

Step-4: Click on the gear icon, under the gear icon there is an edit page option. Click on the edit page option.

Step-5: After clicking on the edit page, you can see that there is an Account Layout( Preview) option present on the left side, click on it.

Step-6: After clicking on the Account layout, the Account Page layout is open. Select the Mobile and lightning action field and search the Email item from the Quick Search box and drag the Email item.

Step-7: After dragging the Email item and drag it into Salesforce Mobile and Lightning Experience Actions. after that click on the save option and the Email is added as a tab on the activity tab.

Step-8: After clicking on the save option, you can see that Email is added on the activity tab. It is paced beside the New Event tab.

This is how we understand how to attach the email to the activity tab in salesforce lightning.

Conclusion

In this tutorial, we have learned how to add email to the activity tab in salesforce, and also we have covered how to append email to the activity tab in salesforce. This can be performed on both salesforce lightning and salesforce classic.

• How to add email to the activity tab in Salesforce
• How to add email to the activity tab in Salesforce lightning
• How to add email to the activity tab in Salesforce Classic
• How to append the email to the activity tab in Salesforce
• How to attach the email to the activity tab in Salesforce

You may like the following salesforce tutorials:

• How to create duplicate rule and matching rule in salesforce
• How to Create Workflow Rule in Salesforce
• How to Send Email through Quick Action in Salesforce
• How to Create Email Template in Salesforce
• Create Report on Duplicate Records in Salesforce
• How to Create a Junction Object in Salesforce
• How to Use Chatter in Salesforce
• How to send email in Salesforce