We are trying to customize what folks are able to do in their Outlook integration. I have followed all the instructions I can find - used the lightening app builder to adjust the bulk of the panel and tabs, found the publisher layout and added the new records I want folks to be able to create, made sure the standard layout is assigned to all users. But no matter what I adjust, I cannot seem to get the changes to reflect on the New Records that are displayed at the top of the page (by clicking the plus sign). In addition, the only option for "Add to Salesforce" for contacts found in the email but not SF is to create a New Lead. We don't use Leads or Cases, so I'd really like to eliminate those options and allow new contacts to be added as contacts.
Any ideas? Many thanks in advance!
the first thing you need the Global Actions for create New Contacts. Then if you are using Outlook Integration And Lightning Sync -> specific 'Email Application Publisher Layouts' -> you need to add/remove the Global Action into the specific layout on Quick Actions OR If the profile in use is not assigned in a Email Application Publisher, so you need to add/remove it on Setup -> Publisher Layout Quick actions, for the Publisher Layout assigned to the profile.
Some links:
'Add to Salesforce’ Button in Outlook Integration and Gmail Integration Is Not Available
Assign Email Application Publisher Layouts to User Profiles
Customize Email Application Action Menus
