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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
| Outlook integration and Gmail integration are available from both Salesforce Classic and Lightning Experience |
| Action menus are available in: All Editions |
| Customizable email application action menus are available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create actions, customize, and assign email application action menus: | Customize Application |
| To view email application publisher layouts: | View Setup and Configuration |
Before you can customize email application action menus for your reps, make sure you Create Quick Actions for Email Application Action Menus.
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.
- 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.
- Under Email Application Publisher Layouts, click New. Give your new layout a name, and then click Save.
- 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.
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.
