1"use strict";(self.webpackChunkdocusaurus=self.webpackChunkdocusaurus||[]).push([["8016"],{1905:function(e,t,a){a.r(t),a.d(t,{frontMatter:()=>o,default:()=>h,toc:()=>l,metadata:()=>n,assets:()=>c,contentTitle:()=>s});var n=JSON.parse('{"id":"settings/salesforce/sidebar/index","title":"Salesforce Sidebar","description":"How to use the Yesware Salesforce Sidebar to view, search, create, and edit Salesforce records from your inbox.","source":"@site/docs/settings/salesforce/sidebar/index.mdx","sourceDirName":"settings/salesforce/sidebar","slug":"/settings/salesforce/sidebar/","permalink":"/docs/settings/salesforce/sidebar/","draft":false,"unlisted":false,"tags":[],"version":"current","frontMatter":{"title":"Salesforce Sidebar","sidebar_label":"Sidebar","description":"How to use the Yesware Salesforce Sidebar to view, search, create, and edit Salesforce records from your inbox."},"sidebar":"tutorialSidebar","previous":{"title":"Dynamic Templates","permalink":"/docs/settings/salesforce/sync/how-do-dynamic-templates-work-with-salesforce"},"next":{"title":"Calendar","permalink":"/docs/settings/salesforce/calendar-sync/"}}'),r=a(5893),i=a(65);let o={title:"Salesforce Sidebar",sidebar_label:"Sidebar",description:"How to use the Yesware Salesforce Sidebar to view, search, create, and edit Salesforce records from your inbox."},s=void 0,c={},l=[{value:"Open the Sidebar",id:"open-the-sidebar",level:2},{value:"Look up a Contact or Lead",id:"look-up-a-contact-or-lead",level:2},{value:"Create a Contact or Lead",id:"create-a-contact-or-lead",level:2},{value:"Create a Task",id:"create-a-task",level:2},{value:"Edit a Contact, Lead, or Account",id:"edit-a-contact-lead-or-account",level:2}];function d(e){let t={admonition:"admonition",code:"code",h2:"h2",li:"li",ol:"ol",p:"p",strong:"strong",...(0,i.a)(),...e.components};return(0,r.jsxs)(r.Fragment,{children:[(0,r.jsx)(t.p,{children:"The Salesforce Sidebar lets you view, search, create, and edit Salesforce Contact, Lead, and Account records without leaving your inbox. It lives in Gmail's task pane alongside every email thread, so you can update your CRM, log tasks, and add new contacts without switching tabs."}),"\n",(0,r.jsx)(t.admonition,{type:"info",children:(0,r.jsxs)(t.p,{children:["The Salesforce Sidebar is available on the ",(0,r.jsx)(t.strong,{children:"Enterprise plan"})," only."]})}),"\n",(0,r.jsx)(t.h2,{id:"open-the-sidebar",children:"Open the Sidebar"}),"\n",(0,r.jsxs)(t.p,{children:["The Sidebar lives in Gmail's task pane on the right-hand side of your inbox. Click the blue Yesware icon to open it. If the task pane isn't visible, click the ",(0,r.jsx)(t.code,{children:"Show side panel"})," tab at the bottom right of Gmail."]}),"\n",(0,r.jsx)(t.p,{children:"You can also open the Sidebar directly from any email thread by clicking the blue cloud icon next to an email address. This automatically searches the Sidebar for any matching Contact or Lead, so there's no need to open the Sidebar and search manually."}),"\n",(0,r.jsx)(t.h2,{id:"look-up-a-contact-or-lead",children:"Look up a Contact or Lead"}),"\n",(0,r.jsx)(t.p,{children:"Type the person's name or email address in the search bar at the top of the Sidebar. If one record matches, you go directly to it. If multiple records match, a list appears for you to choose from. Searching by email address gives the most accurate results."}),"\n",(0,r.jsx)(t.h2,{id:"create-a-contact-or-lead",children:"Create a Contact or Lead"}),"\n",(0,r.jsxs)(t.ol,{children:["\n",(0,r.jsx)(t.li,{children:"Search by email address to confirm no record already exists."}),"\n",(0,r.jsxs)(t.li,{children:["Click ",(0,r.jsx)(t.code,{children:"Create new person"}),"."]}),"\n",(0,r.jsxs)(t.li,{children:["Select whether to create a ",(0,r.jsx)(t.code,{children:"Contact"})," or ",(0,r.jsx)(t.code,{children:"Lead"})," using the toggle at the top."]}),"\n",(0,r.jsx)(t.li,{children:"Fill in the fields, including any required or custom fields from your Salesforce environment."}),"\n",(0,r.jsxs)(t.li,{children:["Click ",(0,r.jsx)(t.code,{children:"Save"}),"."]}),"\n"]}),"\n",(0,r.jsx)(t.h2,{id:"create-a-task",children:"Create a Task"}),"\n",(0,r.jsxs)(t.ol,{children:["\n",(0,r.jsx)(t.li,{children:"Open the C
1ontact or Lead record in the Sidebar."}),"\n",(0,r.jsxs)(t.li,{children:["Click ",(0,r.jsx)(t.code,{children:"New Task"}),"."]}),"\n",(0,r.jsx)(t.li,{children:"Fill in the task details and any required fields."}),"\n",(0,r.jsxs)(t.li,{children:["Click ",(0,r.jsx)(t.code,{children:"Save"}),"."]}),"\n"]}),"\n",(0,r.jsx)(t.h2,{id:"edit-a-contact-lead-or-account",children:"Edit a Contact, Lead, or Account"}),"\n",(0,r.jsxs)(t.ol,{children:["\n",(0,r.jsx)(t.li,{children:"Open the record in the Sidebar, either by searching or by opening an email thread with a matching recipient."}),"\n",(0,r.jsxs)(t.li,{children:["Click ",(0,r.jsx)(t.code,{children:"Edit"})," at the bottom left of the record."]}),"\n",(0,r.jsx)(t.li,{children:"Update the fields you need to change."}),"\n",(0,r.jsxs)(t.li,{children:["Click ",(0,r.jsx)(t.code,{children:"Save"}),". Changes apply directly to your Salesforce environment."]}),"\n"]}),"\n",(0,r.jsxs)(t.p,{children:["To edit account-level details, click the Account Name from the Contact page to open the Account record, then click ",(0,r.jsx)(t.code,{children:"Edit"}),"."]})]})}function h(e={}){let{wrapper:t}={...(0,i.a)(),...e.components};return t?(0,r.jsx)(t,{...e,children:(0,r.jsx)(d,{...e})}):d(e)}},65:function(e,t,a){a.d(t,{Z:()=>s,a:()=>o});var n=a(7294);let r={},i=n.createContext(r);function o(e){let t=n.useContext(i);return n.useMemo(function(){return"function"==typeof e?e(t):{...t,...e}},[t,e])}function s(e){let t;return t=e.disableParentContext?"function"==typeof e.components?e.components(r):e.components||r:o(e.components),n.createElement(i.Provider,{value:t},e.children)}}}]);
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