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akanksha pandharkame 3 Outlook integration with salesforce
Hi all,
I have successfully integrated outlook with salesforce.but when I am creating an opportunity from outlook panel, It is throwing an error as 'Required field missing'.
I have custom fields on opportunity which are required but those custom fields are not visible in the outlook panel.
Kindly suggest how I can add these custom fields in the outlook panel.
Thank you in advance!
I have successfully integrated outlook with salesforce.but when I am creating an opportunity from outlook panel, It is throwing an error as 'Required field missing'.
I have custom fields on opportunity which are required but those custom fields are not visible in the outlook panel.
Kindly suggest how I can add these custom fields in the outlook panel.
Thank you in advance!
Greetings to you!
Please refer to the below links which might help you further with the above requirement.
https://success.salesforce.com/ideaView?id=08730000000kzUbAAI
https://success.salesforce.com/answers?id=90630000000CfTuAAK
https://success.salesforce.com/answers?id=9063A000000l1XKQAY
https://help.salesforce.com/articleView?id=outlookcrm_side_panel_publisher_layouts.htm&type=0
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas