Assign Custom Email Application Panes for Outlook and Gmail to User Profiles
To get your reps up and running using a custom email application pane, activate the
pane. Then assign your customized pane as the default for all users or specific user profiles.
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 To see Inbox components in an email application pane, reps need an Inbox license,
regardless of their user profile.
Navigate to your custom email pane.
In Lightning Experience, from Setup, in the Quick Find box, enter
Integration, and then select either Outlook Integration
and Sync or Gmail Integration and Sync. Expand
Let users access Salesforce records, and go to the Email Application
Pane Assignments by Profile section.
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.
Assign a custom pane as the new default, or select specific user profiles and follow the
on-screen steps.
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