---
schema_version: "1"
id: 536802d2946f185753e190862114a92e5dfab3d114e88f20ba4fed1948ff3a5f
title: Build Email Applications Panes for Outlook and Gmail
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/email_int_setup_custom_pane_build.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_int_setup_custom_pane_build.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cb98ceb58c86eac2117f1ea87199e02b41da6a7659e92599324d9b56beb9bd7a
description: When you customize an email pane, you specify the Salesforce content and features that sales reps see in Microsoft® Outlook® and in Gmail™. To create custom panes, use the Lightning App Builder and add standard and custom components, including components from AppExchange.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Build Email Applications Panes for Outlook and Gmail

When you customize an email pane, you specify the Salesforce content and features that sales reps see in Microsoft® Outlook® and in Gmail™. To create custom panes, use the Lightning App Builder and add standard and custom components, including components from AppExchange.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Cloud, Service Cloud, and Lightning Platform in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d53864e82">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53864e82 ">To customize the email application panes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53864e82 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d53864e82 ">To create and save Lightning pages in the Lightning App Builder:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d53864e82 ">Customize Application</td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note If you use Inbox features in your email integration, you can add Inbox components, such as email tracking. Only users with an Inbox license can see Inbox components.

1. From Setup, in the Quick Find box, enter Integration, and then select either **Outlook Integration and Sync** or **Gmail Integration and Sync**.
2. Expand **Let users access Salesforce records**, and select **Customize content with App Builder**.
3. Go to the Lightning App Builder.
    - In Lightning Experience, from Setup, under Email Application panes, click **Create New Pane**. Follow the steps until you reach the design page. If you’re adding Inbox components, from the Create New Pane menu, select **With Inbox Features**. Follow the steps until you reach the design window.
    - In Salesforce Classic, from Setup, in the Quick Find box, enter App Builder, and then select **New** under Lightning Pages. Select **Email Application Pane**. Follow the steps until you reach the design window.
4. Drag components to the pane, and arrange them in the order you want them to appear.
    
    To show accounts, activities, cases, quotes, or contracts that are related to an email or event, add the **Accounts, Opportunities, and More** component to the pane. Select the object type that you want to show in the component. If your company is set up with Inbox, you can use the same component to show custom objects. The email application pane can have multiple **Accounts, Opportunities, and More** components to show different object types.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)
    
    Tip To show matching records that aren’t people or that are a different object type than what is selected in an **Accounts, Opportunities, and More** component, add the **Other Logged Record** component.
5. To view the page properties, add a description, or create a filter that determines when a component appears, click the empty area of the canvas.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_tip.png)
    
    Tip Some components are useful when reading emails or viewing events while others are helpful when composing emails or editing events. Use a filter to determine when a particular component is shown.
6. Click **Save**.
7. You’re ready to activate the pane and assign it to user profiles. Go to the Lightning App Builder to activate. You can also assign the pane to user profiles by using the **Set Page Assignment** options in the integration setup pages.

#### See Also

- [Considerations for Customizing the Email Application Pane for Outlook and Gmail](https://help.salesforce.com/s/articleView?id=sales.email_int_setup_custom_pane_considerations.htm&release=264.0.0&type=5 "You can customize the email application pane to better reflect your reps’ workflow and your company’s processes. Keep these considerations in mind when customizing the various components.")
- [Dynamic Lightning Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_page_components_visibility.htm&type=5&language=en_US)
- [Add Actions to Global Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customizing_global_publisher_layouts.htm&type=5&language=en_US)
- [Guidelines for Configuring Deliverability Settings for Emails Sent from Salesforce](https://help.salesforce.com/s/articleView?id=sales.emailadmin_deliverability.htm&type=5&language=en_US)