If you would like to generate a document and then email it in Salesforce mobile, consider the following information and options. The Salesforce mobile iOS app no longer supports the Classic email composer. As a result, A5 Documents customers will not be able to use the Email Preview action to navigate to the Classic email compose page in the same manner as on desktop.
You can access the Classic email composer on your phone if you login to Salesforce using a web browser such as Safari or Chrome. This opens Salesforce Classic by default, since Salesforce does not allow using Lightning within a web browser on the phone. Accessing Salesforce from a browser rather than the Salesforce app allows you to use the Email Preview feature with the Classic email composer. Conversely, if you try to email someone with the Salesforce mobile app, it opens the phone’s email client such as a Mail or Gmail app and does not provide a way to email directly from Salesforce.
- You can configure the Document Action to autosend an email without going to a preview step. Do you really need to preview the email before sending? If you really need to modify the email content prior to clicking send, then you need the preview. But considering the fact that you can create a custom email template and you can merge anything you want into the template dynamically, consider creating a process that does not require previewing the email before sending. Also, consider adding field(s) that would serve as the email body on your page layout. This allows you to write any text for the email body that can then be merged into the email template if needed.
- You can setup a custom button/link to open the email client on your phone. You would configure your Document Action to generate a document and populate the Google Doc link to a custom field on your base object. Then, configure a formula field to provide a link to download a PDF of the Google Doc. Read this article for more information. Next, configure a button/link to send an email, which you would click after the document generation is complete. The button/link would populate the ‘to’, ‘cc’, ‘subject’, and ‘body’ of the email. Include in the body of your email a link to the document instead of attaching it since populating an attachment is not possible. So you would create the HTML code for the email body in your button/link code and merge the field that contains the URL of the PDF into your generated Google Doc.