Question about lead creation through outlook.
When the user selects "new lead" or "add to salesforce" [the same thing] there is a set of fields that they need to populate.
Q1: Where does outlook pulls this info from?
Q2: Can it be edited? We have a validation rule requesting extra information to be populated. Those fields are not on that outlook form and that stops us from the creation of a lead... Any suggestions :)?? Thank you! #Sales Cloud #Outlook Lightning Sync #Sales Productivity #Outlook/Teams/Gmail #Salesforce
It comes from global actions. Go to setup and find Global Actions.
There is a standard action for new leads. You can edit the layout or even create a brand new action and assign it to you outlook integration
Global Actions: https://trailhead.salesforce.com/en/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_actions_global
Global actions and outlook: https://help.salesforce.com/s/articleView?id=outlookcrm_config_about.htm&type=5
