Enterprise, Performance, Unlimited, and Developer Editions let you customize the action menus for Outlook or Gmail using email application publisher layouts. After you’ve created the email application publisher layout, give your users access by assigning it to their user profiles.
Required Editions
| Outlook integration and Gmail integration are available from both Salesforce Classic and Lightning Experience |
| Action menus are available in: All Editions |
| Customizable email application action menus are available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create actions, customize, and assign email application action menus: | Customize Application |
| To view email application publisher layouts: | View Setup and Configuration |
Important Starting in Summer ’21, the action menu is no longer available in
the Salesforce for Outlook side panel. To let reps create records from Outlook, migrate your
users to the Outlook Integration. See Salesforce for Outlook
Retirement.
If you’re working from Contact Manager, Group, or Professional Edition, assign global publisher layouts to user profiles. For all other editions, assign Email Application Publisher Layouts by following these steps.
- From Setup, use the Quick Find box to search for settings for your email integration feature. Search for Outlook Integration or Gmail integration for those features.
- Under Email Application Publisher Layouts, click Publisher Layout Assignment | Edit Assignment.
- Select a user profile by clicking anywhere on its row in the table.
- From the Publisher Layout to Use dropdown, select the layout that you want to assign to the profile.
- Click Save.