[SalesForce] Email Tab in Lightning Experience for Opportunity object

For the record type standard in Opportunity Object, there's an email tab. But for the other record types, there's no email tab.

Here's the picture:
enter image description here
STANDARD RECORD TYPE

enter image description here
CUSTOM RECORD TYPE

How can we display the email tab for the opportunity record page in lightning for all record types?

Best Answer

The email tab/button is defined in the page layout, so you need to define for each record type's page layout the email button:

  1. on each page layout click Salesforce1 & LIghtning Actions:

enter image description here

  1. Drag And drop the Email button to the Salesforce1 & LIghtning Actions section:

enter image description here

  1. Save and assign correctly the page layouts to your profiles and record types
Related Topic