Add Task from SFO (Salesforce for Outlook) Sidepanel Outlook Publisher Action and set Task Reminder on
|Knowledge Article Number||000240624|
|Description||From SFO (Salesforce for Outlook) Sidepanel, We can create a new Task from Outlook Publisher Action and set the reminder on once the task is created from SFO sidepanel
|Resolution||This can be done by the following steps:
1. Setup > Build > Create > Global Actions > Global Actions > Click New Task action
2. From Task Action, add the following 2 fields under the Predefined Field Values
Field Name API Name Field Type Value
Reminder Set IsReminderSet Checkbox true
Reminder Date/Time ReminderDateTime Date/Time NOW()
3. Once the Task is created from Outlook Publisher Actions, you will see the reminder is on.
Note: The reminder fields will not be displayed in the Side Panel, as there is no way to populate them via the user interface. When a new task is created, these fields will be populated and saved with the values assigned to them in the Predefined Field Value setup screen.