Hello,
We have a custom object called "Interaction" in our Enterprise system that I am trying to get to show up in Outlook.
The object itself allows search and allows activities. It has an active tab. I am a system admin. Just a note, this is in a sandbox, with email enabled.
There was already a global action to create a new Interaction.
I created a custom Email Application Publisher Layout, and added the button to create a new Interaction Record.
However, once I login to Salesforce in Outlook, there is only the two actions under the "+" New Event and New Task. On that note, not even New Lead is showing.
From all the threads I've read, and looked at, it seems like creating a new custom object is possible, but I can't find any answers as to why my global action is not showing up. Can anyone assist to help me why the global action for New Interaction is not showing up?
Thank you,
Kristen Albers
Hey!
This should help you fully: https://help.salesforce.com/s/articleView?id=sf.outlookcrm_side_panel_set_up_publisher.htm&language=en_US&type=5
And this which is found within the above: https://help.salesforce.com/s/articleView?id=sf.outlookcrm_side_panel_publisher_layouts.htm&type=5
Good luck!
