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donalm Outlook
Have a client who started using Lightning for Outlook -- they have Office 365. Instead of creating a new account for each new contact, most of their contacts are associated with 1 bucket account that they use (e.g. "ABC Contacts").
In Outlook, when they display an email from a SF contact, the Opportunities for that contact don't appear in the SF sidepanel. They have to search for it. Is that because of the way the Account is being handled?
In Outlook, when they display an email from a SF contact, the Opportunities for that contact don't appear in the SF sidepanel. They have to search for it. Is that because of the way the Account is being handled?