Outlook Integration

Implementation Guide
Salesforce, Summer ’20

@salesforcedocs
Last updated: July 24, 2020
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CONTENTS

Outlook Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Outlook Integration System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

Set Up the Integration with Outlook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Considerations for Setting Up the Outlook Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Setting Up Your Microsoft Exchange Server for the Outlook Integration . . . . . . . . . . . . . . . . . . 7
Turn On the Outlook Integration in Salesforce . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Distributing the Outlook Integration Add-In Using Microsoft Centralized Deployment . . . . . . . . . 9
Enable Event Type Selections to Log Events from Outlook or Gmail . . . . . . . . . . . . . . . . . . . . . 9

Enhanced Email and the Outlook Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Add Salesforce Inbox Features to the Outlook Integration . . . . . . . . . . . . . . . . . . . . . . 12

OUTLOOK INTEGRATION

The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications,
while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails
and events to Salesforce records. Add Einstein Activity Capture to automate email and event logging and to sync contacts and calendar
events between Salesforce and Outlook. To learn more about other products available, see Salesforce Help.
For security considerations for the Outlook integration, see Salesforce Email Integration Security Guide. For security considerations for
Einstein Activity Capture, see the Einstein Activity Capture Security Guide.
This guide discusses the Exchange server settings, Salesforce setup, and a short client-side procedure required to set up the integration.
The initial setup requires a Salesforce administrator, the IT pro who maintains your Microsoft Exchange server, and the sales reps running
the integration in Outlook.
After you’re set up, use the Lightning App Builder to create custom email application panes that can include different features for different
sales reps. Find the details about what is customizable and how to use the Lightning App Builder in Salesforce Help.

1
OUTLOOK INTEGRATION SYSTEM REQUIREMENTS

Make sure that your system meets these requirements before you integrate with Microsoft® Outlook®.
EDITIONS
What Requirements Available in: Salesforce
Email server Either: Classic (not available in all
orgs) and Lightning
• Exchange Online with Office 365 Experience
• Exchange 2019, 2016, or 2013 on-premises
Available with Sales Cloud,
Review Setting Up Your Microsoft Exchange Server. Depending on your email Service Cloud, and Lightning
server version, integrating Salesforce with Outlook requires server configuration Platform in: Essentials,
and an IT professional who maintains your Exchange server. Group, Professional,
Enterprise, Performance,
Email clients Either: Unlimited, and Developer
• Office version 16.0.11629 or later running on Windows 10 version 1903 or Editions
later, most recent stable version recommended, including Office 365 and
2019 one-time purchase (retail)
Before December 2020, the Outlook integration also supports Outlook
2016 and 2013. Changes to the Microsoft Office add-in framework and
the end of support for Internet Explorer 11 requires Office version
16.0.11629 to continue using the Outlook integration after December
2020. For more information, see the information about browsers used by
Office add-ins in the Microsoft documentation. Your Outlook and Windows
combination must support a browser other than Internet Explorer 11 after
December 2020 to continue using the integration.

• Outlook on the web

• Microsoft Outlook for Mac 2019 or 2016 on the most recent stable version
of the macOS

Important: The Outlook integration is built on the Microsoft Office

add-in framework. Microsoft develops and maintains that framework
and it is a non-SFDC application. To ensure you're running the most
secure version, we recommend always running the latest version of
Outlook and Windows and applying all available security updates from
Microsoft.
For the best experience, we recommend using an Outlook version that supports
pinning the Salesforce pane so that it’s always open. The pin is available in the
following versions:
• For Current or Office Insider channels users, the pin is available in Outlook
2016 for Windows build 7668.2000 and later.
• For Outlook on the web users, the pin is available if the backend is Office
365.

2
Outlook Integration System Requirements

What Requirements
• For Outlook for Mac users, the pin is available in version 16.13.180513 and later.
• For Deferred channel users, the pin is available in Outlook 2016 for Windows build 7900.xxxx and later.

Browser For Outlook on the web users, any of these browsers on Windows or Mac operating systems. Make sure that
the browser is set to allow cookies from Salesforce.
• Google Chrome™, most recent stable version
• Mozilla® Firefox®, most recent stable version. Set Content Blockingto Standard or Strict. Add Salesforce
domains as exceptions along with https://*.outlook.com, https://*.office365.com,
and https://*.office.com and any Outlook URL used for login.
• Apple® Safari®, most recent stable version. Turn off Prevent cross-site tracking.
• Microsoft Edge, most recent stable version (Windows only)
If you’re using the Outlook integration in a desktop version of Outlook, Microsoft Edge is required on the
desktop computer. The Microsoft Office add-in framework uses that browser to launch the app. You’re not
required to use Microsoft Edge as your default browser.

Note: If you’re using an older version of Windows and Outlook, it’s possible that the add-in framework
is still using Internet Explorer 11. However, Salesforce support for Internet Explorer 11 ends in December
2020. Your Outlook and Windows combination must support a browser other than Internet Explorer
11 after December 2020 to continue using the integration. For more information, see the Microsoft
documentation.

Security encryption TLS 1.2 or later.

protocol on your email
server

Other Features Requirements

Server configurations We support using terminal servers, such as Citrix® servers.

Microsoft AppSource To run the integration in Outlook, each user must have the Salesforce add-in, available in the Microsoft
Store Access AppSource store. Your Exchange or Office 365 administrator can install the Outlook integration for to all
users with Microsoft Centralized Deployment. Or, if Outlook users can access the store, they can install the
integration themselves.

3
SET UP THE INTEGRATION WITH OUTLOOK

The integration between Salesforce and Microsoft® Outlook® requires both server-side setup and a
EDITIONS
short client-side setup procedure. Review the system requirements and ensure that your email
server is set up to communicate with the integration. Turn on the integration and push the Salesforce Available in: Salesforce
add-in to your Outlook users. Classic (not available in all
orgs) and Lightning
Note: The Outlook integration and the ability to sync contacts and events with Einstein
Experience
Activity Capture or Lightning Sync are often used together. If you’re also setting up Einstein
Activity Capture or Lightning Sync, there’s setup required for those products and features. Available with Sales Cloud,
Service Cloud, and Lightning
Platform in: Essentials,
Considerations for Setting Up the Outlook Integration
Group, Professional,
Before setting up the integration with Microsoft® Outlook®, consider which features you want
Enterprise, Performance,
to enable and whether sales reps need access to different components. Unlimited, and Developer
Setting Up Your Microsoft Exchange Server for the Outlook Integration Editions
The Outlook integration runs as a Microsoft Office add-in. Depending on your Exchange server
version, the server requires that you set up Exchange Web Services so the server can
communicate with Salesforce. Work with your IT professional who maintains your Exchange server to establish a connection with
the add-in.
Turn On the Outlook Integration in Salesforce
Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®.
Distributing the Outlook Integration Add-In Using Microsoft Centralized Deployment
To use the Outlook integration, each sales rep needs the Salesforce add-in, which is available from the Microsoft AppSource store.
We recommend that you work with your IT department to distribute the add-in using Microsoft Centralized Deployment from the
email server. Distributing the add-in is helpful when users don’t have the permissions required to install add-ins themselves or when
they can’t reach the Microsoft AppSource store.
Enable Event Type Selections to Log Events from Outlook or Gmail
Use the Type field on the Event object to provide sales reps a selection list to identify the type of event logged from the Outlook or
Gmail integration. If the field is visible, reps can choose from a list of event types to classify the event they’re logging. Customize the
Type field’s picklist values to reflect the types of communications in your business.

4
Set Up the Integration with Outlook Considerations for Setting Up the Outlook Integration

Considerations for Setting Up the Outlook Integration

Before setting up the integration with Microsoft® Outlook®, consider which features you want to
EDITIONS
enable and whether sales reps need access to different components.
Available in: Salesforce
Classic (not available in all
Email Server Setup orgs) and Lightning
• Setting up the Salesforce integration with Outlook requires administrative access to Salesforce, Experience
and in some scenarios, to your email server. Work with your IT professional for server Available with Sales Cloud,
configuration, and review which role is required for each step in the process. Service Cloud, and Lightning
• The Exchange server setup depends on the Outlook version, whether your Exchange server is Platform in: Essentials,
online or on-premises, and the features you need in the integration. Group, Professional,
Enterprise, Performance,
– If Outlook is running a JavaScript API v1.7 or earlier, your Exchange server is on-premises,
Unlimited, and Developer
or you have an Inbox license, work with your IT pro to set up the Exchange server.
Editions
– (Pilot) If Outlook and Exchange are running JavaScript API v1.8 or later, and you don’t have
an Inbox license, you can set up the Outlook integration without special setup of the
Exchange server. If you meet these requirements, contact your Salesforce account representative for more details about setting
up the Outlook integration. To determine which API version is available in each Outlook application, see the Microsoft
Documentation about the JavaScript API.

Email Client
For better performance, turn on Use Cached Exchange Mode in the Outlook Account Settings on the client. When Use Cached Exchange
Mode is on, an error can occur more often because an email is temporarily out of sync with the Exchange Server. To learn more, see the
Microsoft documentation.

Add-In and Salesforce Setup

• Each sales rep needs the Salesforce add-in within Microsoft Outlook, which is available from the Microsoft AppSource store. To ensure
that all users have add-in, we recommend that Exchange administrators use Microsoft Centralized Deployment. Deploying the add-in
is helpful when users don’t have the permissions required to install add-ins themselves, or can’t reach the Microsoft AppSource store.
If they access to the store, Outlook users can download the add-in themselves from the store. The add-in includes the base integration
experience and the option to add Inbox features. A local install file isn’t available.
• The add-in automatically updates with each Salesforce release. There’s no need to get a new version of the add-in when a new
Salesforce release is available.
• When Salesforce is set up with single sign-on (SSO), reps are asked to log in to Salesforce the first time they access the integration
in Outlook. The Log In to Salesforce button opens the Salesforce login page. In typical MyDomain and SSO configurations, reps
can enter a custom domain name. You can’t store the domain name in Outlook or in the add-in. Reps use the Custom Domain option
when logging in and to enter the domain. After sales reps navigate to the domain, they’re authenticated in Salesforce and working
in the Outlook integration.
• If you set up Salesforce users with two-factor authentication, two-factor authentication is required in the integration in Windows
versions of Outlook and Outlook on the web. Due to limitations in Outlook for Mac, two-factor authentication for the integration
isn’t supported in that version of Outlook.
• Salesforce includes a managed list of Microsoft Outlook web app domains, such as outlook.com and office365.com. To ensure that
your reps who access their Outlook email on the web can use the integration, use the Salesforce-managed list on the integration

5
Set Up the Integration with Outlook Considerations for Setting Up the Outlook Integration

setup page. Add any of your own trusted domains, such as webmail.your_company.com if your users access Outlook on the web
using URLs specific to your company.

Outlook Integration Features and Optional Setup

• The Outlook integration uses email application panes to define the layout of components in the integration side panel. It includes
a default pane to get you up and running quickly. You can customize panes to better fit your needs.To include, exclude, or reorder
components in the pane, create custom email application panes, and assign them to specific user profiles.
• The Outlook integration uses publisher layouts to define the global quick actions, such as creating contacts, leads, and opportunities.
The integration includes a default set of actions. To give users access, or deny access, to certain global quick actions within the
integration, add or change the publisher layout.
• Set up Einstein Activity Capture to automatically associate emails to Salesforce records while still being able to create records, see
related records, and see Einstein insights. Einstein Activity Capture requires the Lightning Experience, and Einstein insights are only
available with a Sales Cloud Einstein license.
• Enhanced Email allows reps to easily associate emails they are composing to relevant Salesforce records. When Enhanced Email is
disabled, emails are associated as tasks. Also enable Email to Salesforce.
• The Log on Send page in the integration doesn’t include an option to include attachments like the log email page for read email
does. To log attachments automatically when using Log on Send, make sure that your reps have the Always save email attachments
setting selected in their My Email to Salesforce settings in Salesforce. If Always save email attachments isn’t selected, attachments
in emails sent using Log on Send aren’t logged. However, reps can log their attachments from the email in their Sent folder.
• An email attachment is added as a file in Salesforce. How sales reps access the file in Salesforce depends on whether emails are
associated as tasks or email messages. When emails are associated as tasks, logged attachments are available in the Files section of
the Salesforce Email page layout. When Enhanced Email is turned on, emails are logged as email objects, and attachments are
available in the Attachments section of the Salesforce email.
• For High Velocity Sales users who also use Einstein Activity Capture, the integration adds the Email to Salesforce Address as a BCC
recipient on emails being composed. That address is automatically generated for a user in their My Email to Salesforce Settings
during setup. The BCC address is used to log engagement for High Velocity Sales, and doesn’t log the email as a task.
• There are limitations if an object has multiple record types and the New button in the object’s related list is overridden. The integration
only supports the New button if you skip the record type selection page in the override configuration.

Outlook Integration in Safari on an iPad

• On an iPad, the buttons at the bottom of the Outlook integration pane, such as Save and Cancel, aren’t visible when using the Outlook
on the web email client in Safari. Sales reps can scroll to use the buttons at the bottom of the pane.

6
Set Up the Integration with Outlook Setting Up Your Microsoft Exchange Server for the Outlook
Integration

Setting Up Your Microsoft Exchange Server for the Outlook Integration

The Outlook integration runs as a Microsoft Office add-in. Depending on your Exchange server
EDITIONS
version, the server requires that you set up Exchange Web Services so the server can communicate
with Salesforce. Work with your IT professional who maintains your Exchange server to establish a Available in: Salesforce
connection with the add-in. Classic (not available in all
orgs) and Lightning
Important: How you configure your Exchange server depends on your company’s internal
Experience
policies. If you have questions about your Exchange server, contact Microsoft Support.
Salesforce can assist if Microsoft requires input, but can’t engage with Microsoft on your behalf Available with Sales Cloud,
unless you’ve contacted them first. Service Cloud, and Lightning
Work with your IT professional to ensure that the Exchange server is set up to do the following Platform in: Essentials,
Group, Professional,
things. This setup ensures that the Exchange server can communicate with the Outlook integration.
Enterprise, Performance,
Reach the Salesforce listing in the Microsoft AppSource store (All Versions of Outlook and Unlimited, and Developer
Exchange) Editions
The add-in is available only from the AppSource store. The Exchange server must be able to
authorize calls to and from Business Apps - Microsoft AppSource. Choose whether the Exchange
administrator sets up the integration add-in on users’ behalf or Outlook users get the add-in from the Store themselves. If users get
the add-in themselves, they need access to the store.
Accept incoming Exchange Web Services (EWS) calls from Salesforce
Steps may include:
• Enabling an EWS endpoint (a common practice with on-premises servers)
• Using AutoDiscover (optional)
• If there’s a firewall, allowing incoming EWS calls to originate from Salesforce IP addresses and domains (allowlists). Valid calls
contain json web tokens (JWT)
Review the following for more information:
• External Link: Start using web services in Exchange
• Knowledge Article: Salesforce IP Addresses & Domains to Allow
• External Link: Autodiscover service in Exchange Server
• External Link: Inside the Exchange Identity token
Generate the web tokens that indicate the URL Salesforce uses to connect to the Exchange server
The web tokens contain a MetaData URL. If you use Autodiscover to accept EWS call, the MetaData URL could be same as the
Autodiscover URL.

Note: A service account is not required for the Outlook integration. If you are also using Lightning Sync to sync calendar events
and contacts, you could require a service account depending on your configuration.

Tip: To check the Exchange server connection and confirm that it’s configured properly to communicate with the add-in, use the
Salesforce Debug Tool.

Set Up the Outlook Integration Without Public Exchange Web Services (Pilot)
If you meet the following criteria, Exchange server configuration isn’t required to set up the Outlook integration. However, a local EWS
connection is still required between Outlook and Exchange.

7
Set Up the Integration with Outlook Turn On the Outlook Integration in Salesforce

• Your Outlook versions and Exchange server support JavaScript API v1.8 or later. To determine which API version is available in each
Outlook application, see the Microsoft Documentation about the JavaScript API.
• You don’t have an Inbox license.
If you meet these requirements, contact your Salesforce account representative for more details.

Note: The add-in is available only from the AppSource store, and each Outlook user needs the add-in to use its features. Even
without public Exchange Web Services set up, the Exchange server must be able to authorize calls to and from Business Apps -
Microsoft AppSource. Choose whether the Exchange administrator sets up the integration add-in on users’ behalf or Outlook users
get the add-in from the Store themselves. If users get the add-in themselves, they need access to the store.

Turn On the Outlook Integration in Salesforce

Turn on the Outlook integration so your sales reps can access Salesforce in Microsoft® Outlook®.
EDITIONS
1. From Setup, in the Quick Find box, enter Outlook, and then select Outlook Integration
and Sync. Available in: Salesforce
Classic (not available in all
2. Enable Let users access Salesforce records from Outlook.
orgs) and Lightning
3. If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the Experience
domains that you want to allow access to Salesforce.
Available with Sales Cloud,
If you use Office 365, allow Salesforce access from the Office 365 Outlook on the web domain. Service Cloud, and Lightning
If you’re using custom Outlook for the web domains, add those domains to allow access. Platform in: Essentials,
Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions

USER PERMISSIONS

To enable the Outlook

Integration
• Customize Application

8
Set Up the Integration with Outlook Distributing the Outlook Integration Add-In Using Microsoft
Centralized Deployment

Distributing the Outlook Integration Add-In Using Microsoft Centralized

Deployment
To use the Outlook integration, each sales rep needs the Salesforce add-in, which is available from
EDITIONS
the Microsoft AppSource store. We recommend that you work with your IT department to distribute
the add-in using Microsoft Centralized Deployment from the email server. Distributing the add-in Available in: Salesforce
is helpful when users don’t have the permissions required to install add-ins themselves or when Classic (not available in all
they can’t reach the Microsoft AppSource store. orgs) and Lightning
Experience
Important: The integration is available only through the Microsoft AppSource store. A local
install file isn’t available. The add-in includes the base integration experience, and Inbox Available with Sales Cloud,
features are unlocked when a user is configured to use Inbox. Service Cloud, and Lightning
Platform in: Essentials,
Tip: To determine whether Centralized Deployment is the right solution for you, see Determine Group, Professional,
if Centralized Deployment of add-ins works for your organization in the Microsoft Enterprise, Performance,
documentation. See the following Microsoft documents based on your server. Unlimited, and Developer
• Centralized Deployment for Office add-ins with Office 365 Editions
• Centralized Deployment for Office add-ins with Exchange
If your Outlook users can access the Microsoft AppSource store, they can install the Salesforce add-in themselves.

Enable Event Type Selections to Log Events from Outlook or Gmail

Use the Type field on the Event object to provide sales reps a selection list to identify the type of
EDITIONS
event logged from the Outlook or Gmail integration. If the field is visible, reps can choose from a
list of event types to classify the event they’re logging. Customize the Type field’s picklist values to Available in: Salesforce
reflect the types of communications in your business. Classic (not available in all
1. From the Object Manager in Setup, find the Event object. orgs) and Lightning
Experience
2. In Field & Relationships, select Type.
3. In Field Information, select Edit, set Field Usage to Active, and set any other field information Available with Sales Cloud,
Service Cloud, and Lightning
required for your configuration.
Platform in: Essentials,
4. Save the settings. Group, Professional,
5. In the Field Information, select Set Field-Level Security. Make the field visible to the users and Enterprise, Performance,
profiles who log events from the integration. Unlimited, and Developer
Editions
6. Save the settings.
7. In Event Type Picklist Values, add, reorder, or replace the values you want to include as event
USER PERMISSIONS
type selections.
8. Save the picklist values. To view field accessibility:
• View Setup and
As long as the Type field for the Event object is visible, sales reps see the field in the integration Configuration
when logging events. However, if you choose to make the field required on a page layout, it isn’t
To change field accessibility:
required when logging events from the integration. The integration doesn’t distinguish between
• Customize Application
user profiles and the page layouts they’re assigned for the field.
AND
Manage Profiles and
Permission Sets

9
Set Up the Integration with Outlook Enable Event Type Selections to Log Events from Outlook or
Gmail

Tip: The Event object’s Type picklist is different than other picklists, which makes it unique when including it in reports. To include
the Type field in reports, create a workflow to copy the values from the field to a new custom field on the Event object. You can
then add the custom field to your report.

10
ENHANCED EMAIL AND THE OUTLOOK INTEGRATION

Turn on Enhanced Email in the Outlook integration and Sync setup page so sales reps can relate
EDITIONS
emails to relevant Salesforce records quicker and more easily.
With Enhanced Email: Available in: Salesforce
Classic (not available in all
• Reps can relate emails to Salesforce records while composing the emails.
orgs) and Lightning
• Reps can relate an email to all relevant contacts, leads, and users. Experience
• When reps relate an email to a relevant account, opportunity, case, or custom object, all contacts,
Available with Sales Cloud,
leads, and individuals on the email are automatically related.
Service Cloud, and Lightning
• Related emails maintain their rich HTML formatting, so emails have the same look and feel in Platform in: Essentials,
Salesforce as they did in Outlook®. Group, Professional,
Enterprise, Performance,
Unlimited, and Developer
Considerations for Enhanced Email with the Outlook Editions

Integration
Before turning on Enhanced Email with the Outlook integration, review the following considerations:
• Sales reps can relate an email to individuals, including contacts, leads, and Salesforce users who are included on the email recipient
list.
• In addition to the email recipients, sales reps can relate an email to one more Salesforce record, such as account, opportunity, case,
or custom object.
• For emails related to a case, sales reps can change the relationship to another case after deleting the original Email Message record.
This action removes the original relationship.
• For emails related to a lead, sales reps can change the relationship to another lead if that lead is the email’s recipient or sender.
• For emails related to an account, opportunity, or a custom object record, sales reps can change the relationship to any other Salesforce
records, except cases.

11
ADD SALESFORCE INBOX FEATURES TO THE OUTLOOK
AND GMAIL INTEGRATIONS

Add Salesforce Inbox features to your integration with Microsoft® Outlook® or with Gmail™
EDITIONS
to give your reps access to more tools to increase their productivity. You already have
the integration enabled. With the addition of an Inbox license, you can easily add Inbox Available in: Salesforce Classic (not
productivity features. available in all orgs) and Lightning
1. From Setup, in the Quick Find box, enter Integration, and then select either Experience
Outlook Integration and Sync or Gmail Integration and Sync. Available with Sales Cloud, Service
2. Expand Let users access Salesforce records. Cloud, and Lightning Platform in:
Essentials, Group, Professional,
3. If you use Outlook, make sure that Email to Salesforce and Use Enhanced Email
Enterprise, Performance, Unlimited,
are enabled.
and Developer Editions
4. In the Inbox in the Integration section, select Edit Settings and enable Make Inbox
Available to Users in the Salesforce Inbox page. Available with Inbox, which is available
for an extra cost in: Group,
You can also access this setting by entering Inbox in the Quick Find box in Setup Professional, Enterprise, Performance,
and selecting Setup Assistant. and Unlimited Editions
5. In the Salesforce Inbox page, select Assign Permissions Sets. Assign the Inbox Available with Sales Cloud Einstein,
With Einstein Activity Capture or Inbox Without Einstein Activity Capture permission which is available for an extra cost
set to reps who can use Inbox features. in: Enterprise, Performance, and
If your reps use High Velocity Sales, the High Velocity Sales User permission set also Unlimited Editions
includes Inbox features. Available with High Velocity Sales,
6. Return to the Outlook Integration and Sync or Gmail integration and Sync setup which is available for an extra cost
page. in: Enterprise, Performance,
and Unlimited Editions
7. To change the layout or availability of features in the integration, enable Customize
Content with App Builder, and select to create an email application pane. Use the
Lightning App Builder to customize the pane. USER PERMISSIONS
The email application pane is a Lightning App Builder page that applies to the Salesforce pane To assign permission sets to
in Outlook or Gmail. When you enable Inbox, the default email application pane includes all users:
Inbox productivity features. To include only the features that your reps need, or to change the • Assign Permission Sets
organization of the features in the pane, create one or more custom panes. To set up custom email
application panes:
Tip: To start your custom design, use the With Inbox Features option in the Email
• Customize Application
Application Pane section. Then, remove the features that you don’t need from the default
email application pane. To create and save Lightning
pages in the Lightning App
8. Activate the email application pane, and assign it to the appropriate user profiles. Builder:
Sales reps with an Inbox permission set see the new pane the next time they open the integration • Customize Application
in their email. To view Lightning pages in
the Lightning App Builder
• View Setup and
Configuration

12