You can tailor the email application pane used in Microsoft® Outlook® and in Gmail™ to better fit how your reps do their work.
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 |
- 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. - 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. - Assign Custom Email Application Panes for Outlook and Gmail to User Profiles
To get your reps up and running using a custom email application pane, activate the pane. Then assign your customized pane as the default for all users or specific user profiles.