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I have configured Outlook for salesforce in my system.

Tried to create Lead from sidepanel from outlook. But did not see the + symbol to create.

Pls find below screenshot.

User-added image

Screenshot from Help and Training.

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Any help is really appreciated.

Thanks,

Naveen

 
3 answers
  1. Mar 22, 2019, 9:49 AM
    User-added image

    If you are looking for advanced email to lead conversion app which does following

    1. Configure data elements for parsing using simple configuration page (instead of coding)

    2. Support multiple email templates/formats

    3. Set default values to lead fields (e.g. for record type, Lead source, Campaign)

    4. Attach lead to a campaign

    5. Process attachments

    6. Simulate parsing of text to Lead (Built in simulator)

    7. Extensive Error/Warning reporting

    Then try Email2LeadPro AppExchange package: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFoGaUAL

    More details at: http://www.cloudgofer.com/email2lead/
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