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Danielle S outlook integration in Salesforce
Hi all,
We just strated Outlook integration in Salesforce and I found some issues.
1-Create New opportunity button is not avaible althought it was added to the Email Application Publisher.
2- Related opportunities are not showing even if the email is associated with a contact that have an opportunity in Salesforce. Controle role is added.
could you please advice?
thank you
We just strated Outlook integration in Salesforce and I found some issues.
1-Create New opportunity button is not avaible althought it was added to the Email Application Publisher.
2- Related opportunities are not showing even if the email is associated with a contact that have an opportunity in Salesforce. Controle role is added.
could you please advice?
thank you
Kindly check this link :-
https://salesforce.stackexchange.com/questions/128467/showing-new-opportunity-option-in-salesforce-for-outlook-side-bar
Kindly mark it as the best answer if it works for you.
Thanks & Regards,
Priya Ranjan