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Hi #Awesomeadmns, We are using Salesforce for Outlook for logging client meetings against salesforce records. We have two required custom picklists on the events page layout - Activity Type and Activity Subtype. Is there a way to add those fields on the salesforce panel on outlook so users populate the relevant values as they are creating the event?

 

Thanks @* Salesforce Administrators * @* Salesforce Platform * @

Salesforce for Outlook

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답변 2개
  1. 2024년 6월 18일 오후 4:02

    Is there a way of doing this for logging emails also?

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