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3answers
26 views

Error in synching - Salesforce for Outlook

We recently migrate users from One org to a new org. I logged into to new salesforce org and downloaded and installed the new Sf FOR Outlook, but while running sync process, I am getting the below ...
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0answers
13 views

How can we map custommapping fields in salesforce for outlook with Microsoft Outlook

Requirement: I wanted to sync my Calender Events from Microsoft Outlook to Salesforce.com(direction) and I wanted to have an additional field for it i.e. 'Type' of events/meetings but I am unable to ...
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votes
0answers
63 views

Add email to Case record via Email to Salesforce from Outlook

according to statement here, from Salesforce online help & training -> "If you use a company-provided or third-party email account, you can use Email to Salesforce to assign emails to leads, ...
0
votes
1answer
81 views

Trigger off Event added via Outlook Side Panel -

I have a trigger to feed to Chatter Event activities. It predates Salesforce's chattering of activites and I'd like to keep it. It works when I use the manual web interface. Upon investigating ...
2
votes
1answer
132 views

Case creator when creating a Case from outlook side panel

I'm using the outlook side panel and I've added two outlook email routing addresses for two users that want to open cases from the panel. While, when they create a case they are being assigned the ...
4
votes
1answer
58 views

Is it possible to click on email link on a document and have outlook pop up instead of salesforce?

Is it possible to configure salesforce so that when the user clicks on a pdf document’s “email” link it does not bring up the internal salesforce email form but rather it brings up the outlook form? ...
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1answer
58 views

Unwanted SalesForce Contacts

I have a new Samsung Galaxy 4. All my company's SalesForce contacts (3000+) transferred to my contacts. What is the best way to get rid of them and still keep my regular Outlook contacts?
2
votes
0answers
190 views

What version of salesforce for outlook are my users on?

We have people that have had some issues with Salesforce for outlook--and usually it's because they're using an outdated version of it. Newer versions tend to alert the user that an update is ...
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2answers
406 views

Salesforce for Outlook & Attachments

The documentation for SFO states that SFO supports attachments, if 'Always save email attachments' is ticked in the user's Email settings. But if so - where does the attachment end up if SFO is used ...
2
votes
1answer
299 views

Why isn't the “Add Email” feature working with my updated E-mail address?

I changed E-mail addresses, and my new E-mail address was updated in Salesforce. Now, when using the "send and add (E-mail)" feature in Outlook, I get the following error message: "This message was ...
3
votes
1answer
248 views

salesforce for outlook: MSI vs. user download?

I'm trying to understand the pro/cons about doing a an install via .msi vs giving our users a link to dl salesforce for outlook. Our company is upgrading from XP to windows 7. Corporate security ...
2
votes
1answer
162 views

Salesforce Email Servers and Outlook - Calendar Sync

I am designing a solution to sync Salesforce calendar events with Outlook calendar. I already have explored Salesforce for Outlook plug in; however business considers that as a secondary solution as ...
2
votes
1answer
39 views

i am unable to sync my 2007 outlook using “salesforceforoutlook.exe” from salesforce.com

i have downloaded from the desktop administration "salesforceforoutlook.exe" & installed it. But it did not install 100%. showed the error as "office2007-kb2584063" missing for OutLook 2007. Then ...
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2answers
4k views

Salesforce for Outlook for Mac

One of my team members uses Outlook for Mac and needs to sync to Salesforce. The standard Salesforce for Outlook add-on is for Windows only. Is there a similar app for Mac?
7
votes
3answers
539 views

Manually selecting Salesforce for Outlook contacts

Is it possible to manually select which contacts get synced to your outlook via salesforce for outlook. Via a clean or a hack way, doesn't matter. Basically each user should be able to select which ...