Using Sidebar

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • You can create a Sidebar discussion for a task-based or interaction record or as a standalone conversation. Sidebar discussions for a task-based or interaction record can be created from a configurable workspace or a Next Experience Core UI record page.

    To create a Sidebar discussion for a task-based or interaction record, see Create a Sidebar discussion for a record. To create a standalone Sidebar conversation, see Create a standalone Sidebar discussion.