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Amit S 14 Outlook Connector - Creating New Leads page needs to be customized
Hi All,
We have installed the Salesforce outlook connector for our users.
Outlook Connector provides a feature to create Leads from the connector Side Panel.
Is there a way we can customize the Salesforce fields which appear on the Side Panel?
We need to ensure we ask the users to enter the country field before entering leads and even need to show the Custom Fields.
Appreciate any help on this, as there are very little posts on the web highlight the New Lead feature from outlook connector.
Thanks in advance.
We have installed the Salesforce outlook connector for our users.
Outlook Connector provides a feature to create Leads from the connector Side Panel.
Is there a way we can customize the Salesforce fields which appear on the Side Panel?
We need to ensure we ask the users to enter the country field before entering leads and even need to show the Custom Fields.
Appreciate any help on this, as there are very little posts on the web highlight the New Lead feature from outlook connector.
Thanks in advance.
You can Edit the layout from Setup > Create > Global Actions > Global Actions
You should see something like this "Edit | Del | Layout New Lead"
- Select Layout
- Add /Remove Fields that you need
- Save
^_^