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I'd like to create a new contact / event or task from the Salesforce Side Panel in outlook and link it to the appropriate account in SF.  Is there a way to search & find an existing account or contact so when I create my new event or task, I can link them together?  I would think we should be able to search and link to existing records.  I have access to the last 25 records I recently viewed but I can't search for other records.  Am I missing something? 

 

 
2 respostas
  1. 12 de mai. de 2015, 14:28
    Thank you! I will review ContactMonkey!
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