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Display the Side Panel

Remain in Outlook and work with Salesforce data in real-time. The Side Panel presents related records based on sender and/or...

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Configure Display and Search Settings

Configure the Side Panel to display information relevant to user workflow. The Side Panel presents related records based on sender...

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View Salesforce Data in Outlook

View Salesforce records based on sender and/or recipient email addresses or dynamic search. The Side Panel provides an area to...

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