Scenario: John sends email to Jane that discusses Tom (Customer). Jane would like to capture this email in Tom's activity timeline so that other users are aware of the discussion. How can this be accomplished with Lightning for Outlook?
1 respuesta
Hi Jeanne,
In case you don't receive a response here, may I also suggest joining the Lightning for Outlook group below to collaborate with the experts on best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009M90CAE
Thanks,
Bhavin