How To Add "Send Engage Email" button to Lead, Contact, Account Search Layout?

by Kristina Alexandra


Adding Send Engage Emails Button to Search Layouts

Adding Send Engage Email button to your Salesforce lead and contact search layouts will let Salesforce® Engage users send one-to-one emails to multiple recipients at once.

Lead Search Layout

  1. In Salesforce, navigate to Setup > Build > Customize > Leads > Search Layouts.
  2. Click Edit next to Leads List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.

Contact Search Layout

  1. In Salesforce, navigate to Setup > Build > Customize > Contacts > Search Layouts.
  2. Click Edit next to Contacts List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.

Account Search Layout

  1. In Salesforce, navigate to Setup > Build > Customize > Accounts > Search Layouts.
  2. Click Edit next to Accounts List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.