Match My Email, the leading automated syncing app for Salesforce, fixes the flaws in other email syncing tools and fills in their functionality gaps. If you would like to make your Salesforce deployment even better, take a look at how automated email integration can increase productivity and user satisfaction. Then click SAVE in the upper corner of the Page Layout screen.For example, Email or New Task or New Event Hover over a button in the Mobile and Lightning Actions section above and drag and drop it into the Salesforce Mobile and Lightning Experience Actions section.In Salesforce Mobile and Lightning Experience Actions section below click on “ override the predefined actions” and the section will show the default buttons.
In the upper left-hand corner of the Page Layout screen there is a box with a list of options – Fields, Buttons, Quick Actions and then MOBILE AND LIGHTNING ACTIONS> click on Mobile and Lightning Actions.Click and Open the Page Layout that you want to edit.Click PLATFORM TOOLS – – OBJECTS AND FIELDS >.Go to the Home Page and click the SETUP GEAR ICON >.Yes, it is a two-step process which is what makes it a bit confusing. SolutionĪdd EMAIL, NEW TASK and NEW EVENT to the top of the Activities section so that working in Lightning is more intuitive and productive.Ī user can personalize their tab setting by following the two-step process outlined below. The default page layouts in Salesforce Lightning don’t include ACTION BUTTONS for SEND EMAIL, NEW TASK or NEW EVENT.
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