
Are we able to add various fields onto the quick opp creation within the app in gmail?
5 answers
I talked to a Salesforce Rep. Salesforce IQ for Sales Cloud, since still on beta is not as comprehenstive as Salesforce IQ and currenlty is not able to be modified. However, this is simply because it is so new and these features could be released soon. @Chelsea As an alternative, you can use Cirrus insight (http://www.cirrusinsight.com/features) in Gmail (as well as Outlook, iPhone, iPad, and Android). The opportunity creation in Cirrus Insight will automatically reflect the record types, fields, pick lists, validation rules, etc. that you have set up in Salesforce. I was specifically tryint to change the Opportunity creation within Gmail, I realize now, I didn't say that here.