Apex Code Development You need to sign in to do that
Don't have an account?
Veerle Rutten Side panel Create Case - default account and contact from the email
In case you select an email in Outlook, the side panel shows you already the correct contact and account in the side bar.
When create a new case in the panel, you need to find and fill the account and contact person again. Is it possible that this can be defaulted automatically as the system knows the contact person already?
When create a new case in the panel, you need to find and fill the account and contact person again. Is it possible that this can be defaulted automatically as the system knows the contact person already?
Salesforce for Outlook - Auto-populate Contact when creating a Case
https://success.salesforce.com/ideaView?id=08730000000l4nSAAQ