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mahim Create More Kinds of Salesforce Records Directly from the Side Panel in outlook.
Hi All,
I have installed salesforce for outlook plugin on my machine and am trying the following functionality.
Create More Kinds of Salesforce Records Directly from the Side Panel in outlook.
The Salesforce Side Panel Publisher, which lets users create not only cases, but also accounts, contacts, leads, opportunities,
and custom object records—all directly from the side panel.
Here’s how users create records from the side panel publisher.
1. After selecting an email in Microsoft Outlook®, click and select the type of record that you want to create.
Issue : The above + icon not visible when I configured.
The above can be configured by checking the following link.
https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_side_panel_set_up_publisher.htm&language=en_US
I have configured the outlook for the above functionality, but the publisher icon(+) not visible for me. Could anyone have prior experience on this. if anybody has solution please share.
I have installed salesforce for outlook plugin on my machine and am trying the following functionality.
Create More Kinds of Salesforce Records Directly from the Side Panel in outlook.
The Salesforce Side Panel Publisher, which lets users create not only cases, but also accounts, contacts, leads, opportunities,
and custom object records—all directly from the side panel.
Here’s how users create records from the side panel publisher.
1. After selecting an email in Microsoft Outlook®, click and select the type of record that you want to create.
Issue : The above + icon not visible when I configured.
The above can be configured by checking the following link.
https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_side_panel_set_up_publisher.htm&language=en_US
I have configured the outlook for the above functionality, but the publisher icon(+) not visible for me. Could anyone have prior experience on this. if anybody has solution please share.
https://help.salesforce.com/help/pdfs/en/salesforce_sfo_release_notes.pdf
http://docs.releasenotes.salesforce.com/en-gb/summer14/release-notes/rn_sales_salesforce_for_outlook_side_panel_publisher.htm