Sending Email from Mobile

Note: If your account was created after June 12, 2017 - you have this configuration preinstalled.

Before sending email from your mobile device, you must first perform the following configuration.

Create Mobile Login Page

  • Click the gear icon in the top right of the screen, then click Setup.
  • In the Setup menu, select Lightning App Builder.
  • Click New.
  • On the next screen, select App Page.
  • Click Next.
  • Use 'Login Page' for Label.
  • Click Next.
  • On the next screen, select Once Column.
  • Click Finish.

Next we need to add a new Visualforce to our new Lightning App.

  • Drag Visualforce to the open area on the page.
  • Click Save in the top right corner.
  • When promted, click Activate.
  • Leave activation options default and click Save.
  • When promted, click Finish.
  • Click Back.

Activate Mobile Login Page

Now that we've created our Login Page, we need to add it to our mobile layout.

  • In the Setup menu, select Salesforce Navigation.
  • Select Login Page and click the right arrow icon to add it to the 'Selected' menu.
  • Click Save.

Done! You have successfully configured mobile email sends

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