casadvisors.blogg.se - Create email application pane lightning app builder

Refer the below snapshot for more clarity. To enable, go to setup à Quick find “Lighting for outlook” à Settings and enable lightning for outlook. Get Lightning for Outlook now from the Office Store.

Once enable in Org level can be accessible for all users.

Assign different email application pane for each Users.

Add prebuilt custom components to email application pane.

Add email and attachments to Salesforce records.

Create new Salesforce records using global actions.

Using Email recipients we can create Salesforce Contacts records from outlook.

Open Salesforce records in read mode inside Outlook.

Automatically sync contacts and calendar events between Outlook and Salesforce.

Can search for Salesforce records inside Outlook.

Lightning for outlook will work on outlook web app and MS office outlook client.

During our implementation, we absorbed that it works on windows 10 Operating System. SpecificationsĪs per Salesforce implementation guide, it works on outlook 20, but not specified about the version of Operating System.

The Salesforce users can create Salesforce records using global actions-directly in their email applications. The Salesforce users can perform apps specific actions more effectively. Salesforce Lightning for outlook helps Salesforce users get more work done without switching between Outlook and Salesforce.