--- schema_version: "1" id: b26b5d48634678442b7d2a2c1f640b750e602f88f17f33cb21ab0358042281a7 title: Considerations for Customizing the Email Application Pane 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_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.email_int_setup_custom_pane_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 330ada33b5096f70f6a734309cd88fdc099f2a79e16aee7bdd1c6f5ef921f1d9 description: 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. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Considerations for Customizing the Email Application Pane for Outlook and Gmail 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. ### Required Editions
Available in: Salesforce Classic and Lightning Experience
Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
![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 We recommend modifying one of the default panes to meet your needs. Start with a base pane, or if you’re using Inbox in the integration, start with a pane with Inbox features. You can customize any of these parts of the pane. ![Email application pane custom options.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/email_integrations/email_int_setup_custom_options.png) Create records (1) Let sales reps create accounts, cases, leads, opportunities, and custom objects directly from their email. A quick action menu assigned to a publisher layout determines which record types reps can create. The menu also includes other actions, such as logging a call. Your Salesforce edition determines how you set up an action menu and whether you can customize the menu’s options. Organize tabs (2) Control which components are available in each tab, the tab order, tab names, and whether they’re available when reps are reading or composing emails. You can also set a default tab to display when reps are reading or composing an email. These tab customizations apply only to the tabs shown in the main email integration pane. You can’t change the tab order or tab names in the record detail shown when a user clicks a related record to access its details. Choose available objects (3) Select the objects available for email and event logging and returned through search. You can include standard objects, such as accounts, opportunities, and people, and custom objects that you created. We recommend grouping the objects on a single tab. Place the object type that your reps log emails and events to most often at the top so it’s easy to access. The objects display the first three fields included in their assigned compact layout. ![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 Einstein Activity Capture, you can also add quote and contract objects to your email application pane. To include these objects, make sure that you [enable quotes](https://help.salesforce.com/s/articleView?id=sales.quotes_enable.htm&type=5&language=en_US) and [set up contracts](https://help.salesforce.com/s/articleView?id=customize_contract.htm&type=5&language=en_US). Add features (4) Include the features available to email integration users, such as the Log Email button, tasks, and email templates. If you use Inbox, you can include Inbox features such as calendar availability and text shortcuts. Only the features contained in a tab are available to email integration users. You can also use filters to determine which components are available during read mode and compose mode. For the best experience, group components based on whether they apply to reading or composing emails. #### See Also - [Email Application Publisher Layouts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_set_up_publisher.htm&release=264.0.0&type=5 "Salesforce admins can set up Outlook integration and Gmail integration users to create accounts, cases, leads, opportunities, and custom objects directly from their email applications. Reps create records using actions menus, which you can set up from Salesforce. Your company’s Salesforce edition determines how you set up action menus and whether you can customize them.") - [Send Email Action Considerations for Cases](https://help.salesforce.com/s/articleView?id=service.case_interaction_send_email_quick_action_considerations.htm&type=5&language=en_US) - [_Developer Guide:_ Create Components for the Outlook and Gmail Integrations](https://developer.salesforce.com/docs/atlas.en-us.lightning.meta/lightning/components_config_for_app_builder_email_app_pane.htm)