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Syncplicity Panel mobile version

Use this procedure to enable the Syncplicity Panel for Salesforce mobile version.

My Domain Name must be enabled as a prerequisite. See Configure My Domain.

Create a quick action

  1. Click Setup.
  2. From Quick Find, locate and select Object Manager.
  3. Click an object on the Object Manager page.
  4. On the object details page, click Buttons, Links, and Actions on the left side.
  5. Click New Action on the Buttons, Links, and Actions page to open the New Action page.
  6. Complete the fields (see graphic):
    • Select Lightning Component in the Action Type drop-down field.
    • Select Syncplicity:SyncplicityLightningMobile in the the Lightning Component field.
    • Type 500px in the Height field.
    • Type Syncplicity in the Label and Name fields.
    • Click Change icon to open the Lookup window. Click SyncplicityQuickActionIcon.
  7. Click Save to create the quick action.

Add account Syncplicity quick action to page layout

  1. Navigate to page layouts of an object. For example:
    • Click Setup.
    • From Quick Find, locate and select Object Manager.
    • Click Account on the Object Manager page.
    • Under Details on the left side, click Page Layouts.
    • Click Account Layout.
  2. In the Account Layout, select Mobile & Lightning Actions.
  3. From the Account Layout Quick Find, locate Syncplicity. Drag Syncplicity to the Salesforce Mobile and Lightning Experience Actions section.
  4. Click Save.

Repeat this procedure to add Syncplicity quick actions in mobile page layouts for other objects like Opportunities.

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