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
- Click Setup.
- From Quick Find, locate and select Object Manager.
- Click an object on the Object Manager page.
- On the object details page, click Buttons, Links, and Actions on the left side.
- Click New Action on the Buttons, Links, and Actions page to open the New Action page.
- 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.
- Click Save to create the quick action.
Add account Syncplicity quick action to page layout
- 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.
- In the Account Layout, select Mobile & Lightning Actions.
- From the Account Layout Quick Find, locate Syncplicity. Drag Syncplicity to the Salesforce Mobile and Lightning Experience Actions section.
- Click Save.
Repeat this procedure to add Syncplicity quick actions in mobile page layouts for other objects like Opportunities.