Why am I unable to add the Send Engage Email button to the Salesforce Mobile Lightning Experience Actions section? - Answers - Salesforce Trailblazer Community
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Jen MagriJen Magri 

Why am I unable to add the Send Engage Email button to the Salesforce Mobile Lightning Experience Actions section?

The instructions within the Winter '20 Salesforce Engage Implementation Guide under Add Send Engage Email Button states that to add the button to Lightning Experience, drag it to the Salesforce Mobile and Lightning Experience Actions section in the page layout.  It does not allow me to do that.  I can only add it as a Custom Button in  Lead Detail header and doing so does not make it available to users.  

Can someone please help me get past this issue?  What am I missing or doing incorrectly?  I have Sys Admin rights.
Best Answer chosen by Jen Magri
Narender SinghNarender Singh
Jen, instead of selecting 'Buttons' from the left pane, select 'Mobile & Lightning Actions' and then try to pick and place the Send Engage email button.

All Answers

Jen MagriJen Magri
Screenshot of attempt to add the Send with Engage button to Lightning Actions section of page layout.  Only will accept placement in Custom Buttons section of layout.It will not allow me to drop the button where instructed.  The only place it is accepted is shown in Green.  Placing it there doesn't make it available to my users in Lightning.
Narender SinghNarender Singh
Jen, instead of selecting 'Buttons' from the left pane, select 'Mobile & Lightning Actions' and then try to pick and place the Send Engage email button.
This was selected as the best answer
Jen MagriJen Magri
Ahhh, thank you so much!  That was the issue.  Salesforce needs to upate their documentation to make that clear.  Thanks again and have a great day!
Nina AwotwiNina Awotwi
does anyone know how to add the  engage button to this list view layouts?missing send engage option
my only option in the drop down is send list view. I've tried editing the contact and account object search layouts, and I have added the send engage email as an option, but I doesn't appear anywhere