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Lightning Experience

The Lightning Experience functionality in Gplus Adapter for Saleforce - Agent Desktop option is the same as it is in Salesforce with the following exception(s):

Activity history

1

Accessing the activity record can be done slightly differently in Lightning Experience. There is a Refresh Activity History icon that can be used instead of navigating off the page, or refreshing:

  1. Click Contacts from the menu bar.
  2. Select the contact name.
  3. Click the Refresh Activity History icon, in the Activity tab to review all Past Activity.
  4. Clicking on an activity will open the Task window for that item.

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This page was last modified on August 21, 2017, at 06:02.