Using Sidebar

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • 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.