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Rocio Vivanco How to add related lists (related information in custom objects) in the Side Panel of the Salesforce for Outlook
Hi all,
I have the same question as the guy in this thread:
https://success.salesforce.com/answers?id=9063000000048tfAAA
When you look at an email in Outlook which comes from an existing contact in Salesforce, you can see in the side panel the Activity history, open activities, related opportunities and cases this contact has. What we want is to be able to add the related list Sales Projects in addition to the alrady mentioned ones, like in this example:
I am not talking about Publisher actions, I am talking about adding related lists (custom object) in the side panel. Is that possible to customize? if possible, how?.
I have the same question as the guy in this thread:
https://success.salesforce.com/answers?id=9063000000048tfAAA
When you look at an email in Outlook which comes from an existing contact in Salesforce, you can see in the side panel the Activity history, open activities, related opportunities and cases this contact has. What we want is to be able to add the related list Sales Projects in addition to the alrady mentioned ones, like in this example:
I am not talking about Publisher actions, I am talking about adding related lists (custom object) in the side panel. Is that possible to customize? if possible, how?.
Sorry for this issue you are encountering.
Unfortunately, this is not possible.
There is an idea on the community for which you can upvote so that it will be available in the mere future.
Hope this helps.
Kindly mark this as solved if the information was helpful.
Thanks,
Nagendra
Can anyone direct me to a Lightning Component for this or apex code?