---
schema_version: "1"
id: a2a76173e6696fe2d07c1e53720d604f74a89ea69faa1220c085ab2da77a43f4
title: Customize Email Application Action Menus
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_side_panel_publisher_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_publisher_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3f42e9b0de2540c987b1d4fdeba3b3526712559dedb0a5af7c9b17b7359acbe3
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Customize Email Application Action Menus

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.

### 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>
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d45424e81">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45424e81 ">To create actions, customize, and assign email application action menus:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45424e81 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45424e81 ">To view email application publisher layouts: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45424e81 ">View Setup and Configuration</td>

          </tr>
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![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).

Before you can customize email application action menus for your reps, make sure you [Create Quick Actions for Email Application Action Menus](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_create_actions.htm&release=264.0.0&type=5 "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.").

Enterprise, Performance, Unlimited, and Developer Editions let you customize the action menus that display in your reps’ email applications. You can customize the action menu by adding quick actions to email application publisher layouts. In addition, you can create multiple email application layouts so that reps with different job responsibilities can see only the quick actions that they need. For example, maybe your sales reps create contacts, leads, and opportunities, but your service reps create contacts and cases.

Follow these steps to customize action menus for email applications.

1. 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. For Salesforce for Outlook, search for **Outlook Configurations**.
2. Under Email Application Publisher Layouts, click **New**. Give your new layout a name, and then click **Save**.
3. Drag the quick actions that you want into the Quick Actions in the Salesforce Classic Publisher section. For help with using the publisher, see [Add Actions to Global Publisher Layouts](https://help.salesforce.com/s/articleView?id=platform.customizing_global_publisher_layouts.htm&type=5&language=en_US).

After you add actions to your email application publisher layout, the final step to setting up email application action menus is to give users access. If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, [Assign Email Application Publisher Layouts to User Profiles](https://help.salesforce.com/apex/HTViewHelpDoc?id=outlookcrm_side_panel_assign_publisher_profiles.htm&language=en_US).

#### 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.")
- [Assign Global Publisher Layouts to User Profiles](https://help.salesforce.com/articleView?id=assigning_global_publisher_layouts_to_profiles.htm&language=en_US)
- [Assign Email Application Publisher Layouts to User Profiles](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_assign_publisher_profiles.htm&release=264.0.0&type=5 "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.")