How do I get the Salesforce side panel in Outlook?

How do I get the Salesforce side panel in Outlook?

Enable the Salesforce Side Panel

1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
2. If you’re modifying an existing Outlook configuration, click Edit next to the one that you want to modify.
3. Select Side Panel .
4. Save your changes.

Which option can be added to Outlook publisher layouts Salesforce?

What option can be added to Outlook Publisher Layouts? Lightning for Outlook can link emails in Microsoft Outlook to contacts, leads, accounts, opportunities, and cases in Salesforce. It can also relate events to records within Salesforce. You just studied 3 terms!

How do I get rid of the side panel in Salesforce Outlook?

Select the LinkPoint tab on the Outlook Ribbon, and click the Show Side Panel button to enable the Side Panel. Select the LinkPoint tab on the Outlook Ribbon, and click the Hide Side Panel button to disable the Side Panel. Click the >> button in the top right corner to collapse the Side Panel.

How do you create quick actions for email application action menus?

Create Quick Actions for the Salesforce Side Panel Action Menu

1. From Setup, enter Global Actions in the Quick Find box, then select Global Actions.
2. Click New Action.
3. Select Action Type Create a Record.
4. Select a target object for the type of record you want available to users with this action.

How do you show a side panel?

You can redisplay the side bar using either of the following methods:

1. Use a gesture. Drag from the left hand side of the screen with two fingers.
2. Use the side bar button. Tap the side bar button to show the side bar. You can drag the side bar button to another position on screen. Figure 4.2. Side Bar Button.

How do I expand the pane in Outlook?

To momentarily expand the Navigation Pane, click the small arrow button again. When you click back into the Outlook work area, the pane will collapse again. To restore the Navigation Pane to its default, expanded, setting, click the small arrow. In the expanded view, the arrow is replaced by a push pin.

Where do I find Salesforce for Outlook symbol?

You can find it Salesforce for Outlook Symbol there. Go to symbol “Right click” on mouse and click on Settings. Enter your Salesforce Username and Password. Then click Log Inbutton.

How to enable Salesforce email integration with Outlook?

Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Click on Edit button. Click on Active and Advanced Email Security Settings Checkbox true and Click on Save button. Click on Skip this Step.

How do I get outlook to sync with Salesforce?

Helps to access important Outlook email messages and manage all relevant Salesforce records in one place. Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Click on Edit button.