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Hi fellow Trailblazers!

I have a tricky one today. Is is possible to customise the fields in New Lead or New Account from the Outlook Side Bar? I currently can enter in Name and Title details but I have two fields in the SF lead page that are required that do not show up in the side bar. What happens now is that any leads that are created via the outlook side bar do not contain the information in the required field which causes all kinds of trouble.

 

So again, is it possible to customise the fields in New Lead etc?

 

I attach a screenshot of how it looks like now

 

thanks!

 

Marco

How to customise the fields in the new lead section in the Outlook Side-bar

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