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Drawloop - Lightning Email Page Differences

Question

What are the differences between the email page Lightning Salesforce vs Classic Salesforce?

 

Answer

Lightning email experience:
The Lightning email experience contains the following differences from the Classic experience:

1. If User email setting is set to 'Auto BCC' this will not pull through. 
2. No 'Lookup' buttons for the org-wide search for (Additional To, CC, and BCC).
3. No 'Attach File' Button for uploading from Salesforce Folders or Desktop.

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Additional Information

Workarounds and UserVoice links below:

1. If the User email setting is set to 'Auto BCC' this will not pull through. 
  • This behavior can be achieved through Excel as middleware with a Dynamic Tag in the Delivery Option.
2. No 'Lookup' buttons for the org-wide search for (Additional To, CC, and BCC). 3. No 'Attach File' Button for uploading from Salesforce Folders or Desktop. ** Possible workarounds:
  • Upload the desired file to the record then select it as an attachment on the run page.
  • Add an Optional Template file that uses 'Pause to Edit', and replace the document with the desired attachment from the desktop.

 

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Last update:
‎02-02-2021 09:21 PM
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