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Delivered in Spring 19
Delivered in Spring 19

Create Accounts from Salesforce Inbox

Salesforce Inbox

Please provide the functionality to create an account directly from Salesforce IQ Inbox as it will stream line creation of Contacts Leads and Opprtunities. Thank you very much  

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  • Madeleine Gill - 8 months ago

    Great news, the ability to create Accounts is now GA for all desktop users in both the new Outlook integration (GA as of Winter '19) and Gmail integration (GA as of Spring '19). Winter '19 release notes for the Outlook integration and Spring '19 release notes for the Gmail integration detail the new integrations, and this help article for Gmail users shows you how to move to the new integration with Inbox. From there, admins can configure the side panel via the Lightning AppBuilder to give users access to create standard objects (including Accounts) as well as any custom objects they choose!
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