Showing "New Opportunity" option in Salesforce for Outlook side bar

Question

In Outlook side panel currently there is an option for creating contact (See attachment - I have configured "Salesforce for outlook"). Is there any way to add option for creating "Opportunities" as well.

Kindly help.

Thanks

Answer 1

Please check this out: https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_side_panel_set_up_publisher.htm&language=en_US

Your Salesforce edition determines which side panel features your reps can access and how you set up reps to use the side panel publisher.

1. Verify that you’ve set up Create a Record global quick actions for each action you want to be available in your reps’ side panel publisher menus.
2. Add the actions to the appropriate publisher layout.
   • For Contact Manager or Group Editions, add global quick actions to your reps’ side panel publisher menus with the global publisher layout editor. Any global quick actions you add to the side panel are displayed for all features you’ve configured that leverage global quick actions. The side panel publisher, however, displays only actions with the action type Create a Record.
   • For Professional, Enterprise, Performance, Unlimited, or Developer Editions, add global quick actions to your reps’ side panel publisher menus with the side panel publisher layout editor. You can create multiple side panel publisher layouts to give different reps access to different side panel publisher menus.
3. Assign side panel publisher layouts to your reps. For Contact Manager or Group Editions, assign your global publisher layout to user profiles to give reps access. For Professional, Enterprise, Performance, Unlimited, or Developer Editions, assign your side panel publisher layout to user profiles to give reps access.