In this lesson we create an object-specific quick action for the Account object to be able to create a new project from the Account page layout. We add this quick action to our page layout and then test it out.
Resource:
Object-Specific Actions - https://help.salesforce.com/articleView?err=1&id=sf.actions_overview_object_specific.htm&type=5
In this lesson, we create a Global Action and add it to the Global Publisher layout. We encounter a limitation in Lightning and also remove the Global Action and delete it.
Resources:
Idea - Creating Recurring Tasks with a New Task Quick Action - https://trailblazer.salesforce.com/ideaView?id=...
In this lesson, we look at Outlook and Gmail Integration on Desktop.
Resource:
Outlook and Gmail Integration on Desktop - https://help.salesforce.com/articleView?id=sf.email_int_overview.htm&type=5
We are now ready for the final objective of the Productivity and Collaboration knowledge area from the exam guide:
Identify use cases for AppExchange applications.
