Hi,
Does anyone have a link for instructions for adding fields to the New Opportunity layout on the Outlook side panel? I have some custom required fields I'd like users to be able to enter from Outlook. Thanks!
1 risposta
Hi @Lizette Aguilar for questions about Outlook integration, I always recommend the Lightning for Outlook/Gmail & Sync group in the Trailblazer community. It's staffed by Product Managers and they can help you troubleshoot any issues.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009M90
