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Replicate Redwood Send Mail functionality in Workspace/Simplified UI

edited Apr 18, 2024 3:06PM in Sales 1 comment

Summary:

How to Replicate Redwood 'Send Mail Functionality in Workspace/Simplified UI

Content (please ensure you mask any confidential information):

In Redwood, From any Standard object, we can send an email with the keyword 'Send Mail' and it allows us to input the subject and body once sent it can be viewed under the activities tab. But, this record is not visible from Simplified/Workspace.

Similarly, we would like to replicate this under activities in Simplified/Workspace. Indeed this email has to sync with Outlook as well.

Version (include the version you are using, if applicable):


24A


Code Snippet (add any code snippets that support your topic, if applicable):

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