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Stephen MokStephen Mok 

Lead creation from Outlook

Hey folks,

Just getting up and running with the Outlook integration...does anyone know how to add a "new lead" option to this create drop down? I didn't see an option in the lightning app builder for email pane.

Thanks!
Stephen

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Best Answer chosen by Bhavin (salesforce.com) 
Jayson MoralesJayson Morales
Hi Stephen,

Create a Quick Actions button and add it to the Email Application Publisher Layout. Check these articles:

Create Quick Actions for the Salesforce Side Panel Publisher
Url: https://help.salesforce.com/articleView?id=outlookcrm_side_panel_create_actions.htm&type=5

Email Application Publisher Layouts
Url: https://help.salesforce.com/articleView?id=outlookcrm_side_panel_set_up_publisher.htm&type=5

Hope that helps.


Regards,
Jayson

All Answers

Jayson MoralesJayson Morales
Hi Stephen,

Create a Quick Actions button and add it to the Email Application Publisher Layout. Check these articles:

Create Quick Actions for the Salesforce Side Panel Publisher
Url: https://help.salesforce.com/articleView?id=outlookcrm_side_panel_create_actions.htm&type=5

Email Application Publisher Layouts
Url: https://help.salesforce.com/articleView?id=outlookcrm_side_panel_set_up_publisher.htm&type=5

Hope that helps.


Regards,
Jayson
This was selected as the best answer
Stephen MokStephen Mok
Thanks, Jayson! Much appreciated.