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            Build Email Applications Panes for Outlook and Gmail

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            Build Email Applications Panes for Outlook and Gmail

            When you customize an email pane, you specify the Salesforce content and features that sales reps see in Microsoft® Outlook® and in Gmail™. To create custom panes, use the Lightning App Builder and add standard and custom components, including components from AppExchange.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To customize the email application panes: Customize Application
            To create and save Lightning pages in the Lightning App Builder: Customize Application
            Note
            Note If you use Inbox features in your email integration, you can add Inbox components, such as email tracking. Only users with an Inbox license can see Inbox components.
            1. From Setup, in the Quick Find box, enter Integration, and then select either Outlook Integration and Sync or Gmail Integration and Sync.
            2. Expand Let users access Salesforce records, and select Customize content with App Builder.
            3. Navigate to the Lightning App Builder.
              • In Lightning Experience, from Setup, under Email Application panes, click Create New Pane. Follow the steps until you reach the design page. If you’re adding Inbox components, from the Create New Pane menu, select With Inbox Features. Follow the steps until you reach the design window.
              • In Salesforce Classic, from Setup, in the Quick Find box, enter App Builder, and then select New under Lightning Pages. Select Email Application Pane. Follow the steps until you reach the design window.
            4. Drag components onto the pane, and arrange them in the order you want them to appear.
              To show accounts, activities, cases, quotes, or contracts that are related to an email or event, add the Accounts, Opportunities, and More component to the pane. Select the object type that you want to show in the component. If your company is set up with Inbox, you can use the same component to show custom objects. The email application pane can have multiple Accounts, Opportunities, and More components to show different object types.
              Tip
              Tip To show matching records that aren’t people or that are a different object type than what is selected in a Accounts, Opportunities, and More component, add the Other Logged Record component.
            5. To view the page properties, add a description, or create a filter that determines when a component appears, click the empty area of the canvas.
              Tip
              Tip Some components are useful when reading emails or viewing events while others are helpful when composing emails or editing events. Use a filter to determine when a particular component is shown.
            6. Click Save.
            7. You’re ready to activate the pane and assign it to user profiles. Go to the Lightning App Builder to activate. You can also assign the pane to user profiles using the Set Page Assignment options in the integration setup pages.

            See Also

             
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