---
schema_version: "1"
id: d90a5256ab1282d68eb1221de6fd039405d28f4de7266b79ef5516f7a5321d39
title: Create Quick Actions for the Salesforce Side Panel Action Menu
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_side_panel_create_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_create_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2eed642eb7ddab5d20fa222e21c25594a2aad3da5197235b3b65cf07dd19ae95
description: Take the first step in preparing your Outlook integration and Gmail integration users to create records directly from Outlook or Gmail. The Salesforce side panel action menu lets users create accounts, cases, contacts, leads, opportunities, or custom object records without opening Salesforce. You choose which actions appear in users’ action menus by creating global Create a Record actions for each kind of record.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Create Quick Actions for the Salesforce Side Panel Action Menu

Take the first step in preparing your Outlook integration and Gmail integration users to create records directly from Outlook or Gmail. The Salesforce side panel action menu lets users create accounts, cases, contacts, leads, opportunities, or custom object records without opening Salesforce. You choose which actions appear in users’ action menus by creating global Create a Record actions for each kind of record.

### 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;">Outlook integration and Gmail integration are available from both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Action menus are available in: <strong>All</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Customizable email application action menus are available in: <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="d111629e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d111629e81 ">To set up global quick actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d111629e81 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d111629e81 ">To display the Salesforce Side Panel:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d111629e81 ">Side Panel in Outlook and Gmail
              configurations</td>

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

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

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](https://help.salesforce.com/articleView?id=000353024&language=en_US&mode=1&type=1).

You can use global actions for several types of action menus found in Salesforce, such as the menus on the Home page and the Chatter tab. If you already set up global Create a Record actions for records you want available to your users, there’s no need to set up the actions again. The global actions are already available to add to any publisher layouts.

1. From Setup, enter Global Actions in the Quick Find box, then select **Global Actions**.
2. Click **New Action**.
3. Select Action Type **Create a Record**.
    
    Only Create a Record actions appear in the action menu.
4. Select a target object for the type of record you want available to users with this action.
    
    If the target object requires a record type, make sure that the users assigned to this action have access to that record type.
5. Enter a label for the new action that tells your users what it does.
6. Save the new action.
7. From the Action Layout Editor, drag the fields you want to appear on the action menu.
    
    If any of the fields are required for the type of record anywhere in Salesforce, make sure to include the fields in the global action. If the required fields aren’t included in the record detail, Salesforce doesn’t let users save records. Required fields are displayed in the action layout editor with a red asterisk.
8. After creating Create a Record actions, add the global actions to the appropriate publisher layout.

If you’re working from Contact Manager, Group, or Professional Edition, add actions to global publisher layout. If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, you customize action menus for email applications by creating email application publisher layouts.

#### 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.")
- [Customize Email Application Action Menus](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_publisher_layouts.htm&release=264.0.0&type=5 "Take the second step in preparing reps to create records directly from the Outlook integration or the Gmail integration. You can create multiple layouts to give different reps access to different actions.")