2020 Email Editor: Replace Salesforce Email on Contacts

Overview

The 2020 Email Editor component can replace the standard Salesforce email functionality on Contact record detail pages and on Contact List Views. This article contains the configuration steps for a System Administrator to make this change.

Steps

Configure Contact Detail Page

Add the 2020 Email Editor component on the Contact detail page in page builder:

1. Open a Contact detail page in your org.
2. Click the gear icon in the top right corner of the page and choose Edit Page to open the Page Builder.
3. In the Components section, search for “GlobalEmailEditor”.
4. Drag-and-drop the GlobalEmailEditor component to the desired place on the page.
   • The section where you are dropping it to will turn green.
     
5. Click on the GlobalEmailEditor component on the page to see list of its attributes.
   • Adjust attribute values, if needed.
6. Click the Save button.
   • Activate the page if it was not already activated.
     

Add the Activities component below the 2020 Email Editor component

This simulates the default Salesforce email component activity timeline.

1. Locate the Activities component under the Standard section in the Components column. The Activities component may also already be on the page.
   • If you don't see any options under Standard, click the X next to the search.
     
2. Drag and drop it onto the page under the previously added 2020 Email Editor component.

Remove the Standard Salesforce email editor from the Activities component.

1. Go to Setup > Object Manager > Contact > Page Layouts.
2. Select the desired Page Layout to edit.
3. Click Mobile and Lightning Experience Actions.
4. Click the Email action then drag and drop it into the list of fields at the top.
   
5. Click Save.

Configure Contact List View Action

1. Go to Setup > Object Manager > Contact > Search Layouts for Salesforce Classic.
2. On the List View One of the three user Interfaces in ATS v2 (the others being Kanban View and Table View) line, click the drop-down and select Edit.
   
3. Deselect Send List Email action to remove the old list email action.
4. In the Custom Buttons section use the right arrow to move the Send Email action to the Selected Buttons column.
   
5. Click Save.

Available Design Attributes

This table describes the available design attributes for GlobalEmailEditor in the Page Builder.

Type	Description	Default value
Text	Email Activity Configuration emailPageType	SendEmail
Checkbox	If true, one column design applies	true
Checkbox	Swap email editor columns	false
Checkbox	If true, displays the email form in open mode	false
Checkbox	Show cancel button (should only be used when “displays the email form in open mode” is false)	true
Checkbox	If true, subject and body fields are required	false
Checkbox	Shows a button that allows users to add a CC (redundant when showCcComponent is true)	true
Checkbox	Shows a button that allows users to add a BCC (redundant when showBccComponent is true)	true
Checkbox	Show the CC field on the email (automatically true if any ID in the initialCcList)	false
Checkbox	Show the BCC field on the email (automatically true if any ID in the initialBccList)	false
Checkbox	Allows for an email address to be added to the To field	false
Checkbox	Allows for an email address to be added to the Cc field	false
Checkbox	Allows for an email address to be added to the Bcc field	false
Checkbox	If true, the To field will search for/accept users	false
Checkbox	If true, the Cc field will search for/accept users	false
Checkbox	If true, the Bcc field will search for/accept users	false
Checkbox	Show toast message indicating that the email was successfully sent	true
Checkbox	Display the Header. Should only be used when the component is not displayed in a modal	false
Checkbox	Create Email Task For Candidate A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. - works together with TR custom settings Create_Email_Task_For_Candidate__c to allow task creation for candidates A person looking for a job. A candidate can also be referred to as a Job Seeker, Applicant, or Provider. in Default Resume section	false
Text	The text for the icon that is displayed in the Header
Text	Lists of ids to initially fill the To field (string of ids separated by semicolon)
Text	Lists of ids to initially fill the CC field (string of ids separated by semicolon)
Text	Lists of ids to initially fill the BCC field (string of ids separated by semicolon)
Text	Field API API, or Application Programming Interface, is used by customers to create custom career portals or to take advantage of Data Mirror/DataMart. Bullhorn prefers to use REST API. name used to set the email address	Email
Text	Record Id - could be used to overwrite default email recipient by overwriting the record Id value from the record detail page with the hardcoded Id value from this attribute
Text	SLDS icon name - icon that is displayed in the Header, when Display the Header is true	standard:email
Text	Subject field value - predefined text for email subject
Text	Body field value - predefined text for email body
Text	htmltext | html - template Type	html