1. Create Quick Actions for Email Application Action Menus.
2. Add actions to the appropriate publisher layout.If you’re working from Contact Manager, Group, or Professional Edition, Add Actions to Global Publisher Layout. These actions are display for all action menus that use the global publisher layout. However, reps see only Create a Record actions from their email applications.If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, you Customize Action Menus for Email Applications by creating publisher layouts specifically for email applications. You can create multiple layouts to give different reps access to different actions.
3. If you’re working from Contact Manager, Group, or Professional Edition, Add Actions to Global Publisher Layout. These actions are display for all action menus that use the global publisher layout. However, reps see only Create a Record actions from their email applications.
4. If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, you Customize Action Menus for Email Applications by creating publisher layouts specifically for email applications. You can create multiple layouts to give different reps access to different actions.
5. Give reps access to their action menus.If you’re working from Contact Manager, Group, or Professional Edition, Assign Global Publisher Layouts to User Profiles.If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, Assign Email Application Publisher Layouts to User Profiles.
6. If you’re working from Contact Manager, Group, or Professional Edition, Assign Global Publisher Layouts to User Profiles.
7. If you’re working from Enterprise, Performance, Unlimited, or Developer Edition, Assign Email Application Publisher Layouts to User Profiles.