Generate and Email a Document in Salesforce Mobile

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, users will not be able to access the Preview email action the same way that they normally would on a desktop (since the preview email action navigates to the Classic email composer page). 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 Preview email action feature within 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.

Configuration Options:

Configure the Document Action email action to Autosend. If you need the option to modify the email content prior to clicking send, then you need to set the email action to Preview; however, it is worth revising your business process so that previewing the email before sending is no longer necessary. 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.

Add a custom button or link to open the email client on your phone. To do this, 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 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 a link in the body of your email that exports and downloads the generated document instead of attaching it since populating an attachment is not possible. See this article for more information: Email a Link That Exports and Downloads a Google Doc as a PDF when Clicked