---
schema_version: "1"
id: 65ed6f6d72ba3bc4383c065a6efc31a9e9676176092fede0b507e5a03d7b1a7d
title: Email Application Publisher Layouts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_side_panel_set_up_publisher.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_side_panel_set_up_publisher.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 633af0c978318419e9218e723f35d3a36761dad4eaefa534418a69ea8023776d
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Email Application Publisher Layouts

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.

### 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="d21789e81">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21789e81 ">To create actions, customize, and assign email application action menus:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21789e81 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d21789e81 ">To view email application publisher layouts: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d21789e81 ">View Setup and Configuration</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 set up action menus for reps working from Outlook integration and Gmail integration.

![Menu to create records directly from email](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/lightning_for_gml_o_actionmenu.png)

Follow these steps to set up action menus for reps to access from their email applications.

1. Create quick actions for email application action menus
2. Add actions to the appropriate publisher layout.
    
    If you’re working from Contact Manager, Group, or Professional Edition, add actions to the global publisher layout. These actions display for all action menus that use the global publisher layout. However, reps see only Create a Record actions from their email applications.
    
    ![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 Salesforce includes a Log a Call quick action that is available to add to a Global Publisher Layout, but isn’t available in the Outlook or Gmail integrations. To add an action to log a call from Outlook and Gmail, create a quick action with Action Type set to **Create a Record** and Target Object set to **Task**.
    
    If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, you can customize action menus for email applications by creating publisher layouts specifically for email applications. You can create multiple layouts to give different reps access to different actions.
3. Give reps access to their action menus.
    
    If you’re working from Contact Manager, Group, or Professional Edition, assign global publisher layouts to user profiles.
    
    If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, assign email application publisher layouts to user profiles.

- **[Create Quick Actions for the Salesforce Side Panel Action Menu](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.
- **[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.
- **[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.

#### See Also

- [Create Salesforce Records from Outlook and Gmail](https://help.salesforce.com/s/articleView?id=sales.email_int_user_view_work_create_records.htm&release=264.0.0&type=5 "You’re having a productive day reading and responding to email messages, connecting with your customers, and following up on leads. You see an email from a new prospect and you want to add the prospect to Salesforce, or you want to capture a new task. Add the records to Salesforce without leaving your email.")