Some Salesforce editions let you customize multiple side panel publisher menu layouts so that users with different job responsibilities can create different kinds of records directly from the Salesforce Side Panel. After you’ve created your layout, give your users access to the layout by assigning it to their user profiles.
|This feature available to manage from: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To display the Salesforce Side Panel:||“Side Panel” in Outlook configurations|
|To view side panel publisher layouts: ||“View Setup and Configuration”|
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
- From the Outlook Publisher Layouts related list, click .
- Select a user profile by clicking anywhere on its row in the table.
- From the Publisher Layout to Use drop-down, select the layout that you want to assign to the highlighted profile.
- Click Save.