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Edit a Salesforce record from within Email

To edit Salesforce information while remaining in email, select the record on the ZynBit task pane and use the appropriate green A icon. When the A icon at the Contact level is selected, a menu with Contact actions appears. The text in the menu reaffirms which record you are about to edit by showing “Edit Contact” or “Edit Account” as appropriate.

When the Edit option is chosen, the ZynBit task pane will display the edit screen based on your Salesforce configuration for that type of record.  As always, required fields are outlined in red.  After the record is updated, select the icon at the bottom of the task pane to save the changes in Salesforce.