Salesforce-For-Outlook integrates the Outlook application with Salesforce.

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1answer
13 views

Salesforce for Outlook mail upload

When I try to upload an email to Salesforce it is automatically added to a contact profile of a colleague in my company. Would you please advise how to fix this in order to see the emails in my ...
0
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1answer
11 views

Showing “New Opportunity” option in Salesforce for Outlook side bar

In Outlook side panel currently there is an option for creating contact (See attachment - I have configured "Salesforce for outlook"). Is there any way to add option for creating "Opportunities" as ...
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0answers
12 views

Disable event icon in salesforce for outlook

Is there any way to disable calendar icon to add event from outlook to salesforce? We have only one way synchronization and event sync is disabled, still users are able to add events into salesforce ...
0
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1answer
28 views

how to deploy salesforce for outlook 365

I've installed 'salesforce for outlook' on my machine and it working fine, now i need to deploy to all the users in my org. just wondering what is the best way without disturbing any of the user or ...
0
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1answer
24 views

Remove pictures as attachments inside an email

I would like to know when an email is moved from the app "Salesforce for Outlook" to Salesforce, is there a way to remove pictures as attachments inside that email? Regards Aurélien
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0answers
11 views

Can we update the communication on mails in outlook on opportunity level using Salesforce for Outlook

Salesforce for outlook helps for syncing contacts, event and tasks with salesforce. I am wondering is there any way possible by which mail communication could be added on opportunity level. I am ...
0
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1answer
20 views

Logging emails sent through Outlook to Salesforce

I am trying to find a way log the email that was sent through outlook to a task in salesforce where the address from the To field from the email is matched against an existing contact email from ...
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0answers
10 views

How to differentiate events added via Outlook side panel

With Activities created via Chatter publisher, I have a Boolean tagging them as coming via the publisher. This was originally used to prevent double chatter posting, but now it helps us understand ...
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0answers
12 views

Reset Sync for all users. Is it possible?

I am working in a project that requires Salesforce integration with Office 365 for synchronizing contacts and events between Exchange 365 and Salesforce. Currently every user (that has their account ...
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0answers
19 views

Salesforce App for Outlook always asks to sign in

We've been testing Salesforce and its Salesforce App for Outlook. It's working just nicely, except for one issue: The app always asks the user to sign in. Meaning, we always have to go through the ...
1
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1answer
52 views

Salesforce for Outlook synchronization issue

I connected my iphone to the computer to charge and received the following error: Salesforce for Outlook can't sync. You have one or more sync folders missing. Please have a look at the attached ...
1
vote
1answer
224 views

Salesforce for Outlook Errors

I received the following error while trying to sync my Salesforce for Outlook. Here is the stacktrace from the log: 2016-03-10 14:36:52,738 ERROR [Event] *********** Sync Engine *********** Error ...
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1answer
17 views

Unable to create Leads and Contacts from Outlook 2010 Side Panel

Cannot find CREATE Leads and Contacts button in Outlook 2010 Side Panel - Salesforce to Outlook. Did I missed any configuration step or is it not available in Outlook 2010.
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0answers
12 views

How to enable recurring events sync to saleforce from outlook and vice versa

I have tried all possible ways and checked forums on it. But I don't see checkbox for recurring events in outlook configuration [as in attached][]1
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2answers
53 views

Sync OutLook with salesforce

I have a requirement where i want to create an event outlook when an event is created in salesforce. This can be done manually but by clicking the button and uploading the file into outlook. I want ...
3
votes
1answer
205 views

How to sync events from salesforce to outlook365 through salesforce for outlook app

I just add Salesforce app for Outlook 365 and checked and it is working to add emails from outlook to Salesforce contacts. My requirement is when I create events in Salesforce for my sales users that ...
2
votes
1answer
31 views

Salesforce for Outlook mail upload failed

I'm having an issue to upload e-mail/s from my Outlook to Salesforce via the Salesforce for Outlook plugin. The issue happens only for particular account 'Streamlined Marketing Systems Inc' and ...
0
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0answers
13 views

Outlook Color Code Added Email to Salesforce

Can we add color category to added email to sales-force automatically??? Example:If I add email to sales-force it should show me color category blue or something so I will know which email I have ...
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0answers
19 views

Salesforce for Outlook: Strange side panel layout rendering

The side panel of salesforce for outlook becomes strange as the left part in the below picture while it should render like the right part. Have any idea what causes the strange layout rendering?
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0answers
17 views

Mail Drop “Add Email” Button on Mac

I have apple computer. When I use the mail drop "add email" button to salesforce, it pastes in with this in the beginning (at least half of the time). Are we able to remove this? v:* {behavior:url(#...
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0answers
9 views

Thousands of contacts on mobile after Salesforce for outlook integration

After installing salesforce for outlook in local machine, created sync settings for contacts,events and tasks. And also created datasets for all. However, now new issue is contacts are added in mobile....
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0answers
12 views

Salesforce to Outlook Connector - File Synching

We are seeing the following behavior. If we have an appointment in Outlook and if it has an attachment and when the "Salesforce to Outlook" synch happens, the appointment gets created in Salesforce ...
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0answers
7 views

Prompt fields in Salesforce for Outlook

Is it possible to prompt fields when you import an email to Salesforce using Salesforce for Outlook? This is to ensure the email being importing has the correct information and can be managed ...
0
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0answers
10 views

Salesforce for Outlook - changing the frequency

Our salesforce for outlook connector automatically synchronizes the events for every 10 mins. Is there any way to change this frequency so that the sync happens for like every 5 mins ?
2
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1answer
52 views

Salesforce for Outlook - Installing in Bulk

We did a test drive of the Salesforce Outlook connector in our sandboxes. The app is working fine. We are not sure how to do the installation for all of our 150 users. Are there any ways to ...
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1answer
39 views

Cant synch with Outlook

I had no problems with the synch until a week ago and now I am getting this error: id length is not of valid length Parameter name: id. Nothing is synching now. Any suggestions?
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0answers
47 views

New Contact/ New Quote/New Lead options are not displaying in Salesforce Side panel(Salesforce for outlook)

New Contact/New Quote/New Lead options are not displaying in Salesforce sidepanel in outlook. New Task / New Event options are displaying. Done: 1) Created a new publisher layout ,added New Contact/...
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1answer
68 views

notification for email to case using salesforce for outlook

When we're adding case to salesforce using outlook tool and it's creating case perfectly to the queue but it is not giving/prompting any email notification when case is being added using same ...
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0answers
18 views

can i sync contact/account information with salesforce for outlook?

i have salesforce for outlook installed and will sync all the events & tasks to my outlook. Can i also configure to bring the Account / Contact's information like contact's phone & name, ...
2
votes
1answer
48 views

Salesforce for Outlook Event sync

Anyone know if its possible to force SF for Outlook to sync immediately after a user has selected the "Sync with Salesforce" category for an Event, rather than wait the standard 10 mins for the sync ...
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2answers
54 views

Updating Salesforce for Outlook for 15 computers at once?

I work in an organisation as an IT Support. We rely heavily on Salesforce for Outlook. All of our machines that currently use Salesforce for Outlook are using an outdated version of the software. ...
2
votes
1answer
200 views

Salesforce for Outlook: How to create customized field in outlook to sync values to salesforce

Recently, we need to sync task/event between salesforce and outlook, so we used Salesforce for Outlook. About Salesforce for Outlook, there is a limit that the attendees in outlook can not be sync. ...
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1answer
90 views

Salesforce App for Outlook Documentation

As Salesforce and Microsoft just announced the new Salesforce App for Outlook just a mere 6 days ago I installed it for our organization. Being so new and in Beta, I can't find a lot of information ...
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1answer
86 views

Adding Outlook Inbox Email to multiple Salesforce Contacts by using the Sidepanel on Outlook

By using of salesforce sidepanel in outlook,I am adding single inbox email to single salesforce contact only but my requirement is add inbox email to multiple salesforce contacts.Right now i am using ...
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0answers
59 views

Salesforce for outlook error on sidepanelcontainer.apexp

need help in fixing this issue (Salesforce for Outlook). Getting this error when i click the email icon(To add the Email, click next to those records.) for the contact. In one Sandbox it is working ...
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1answer
487 views

Start and Schedule Cisco WebEx Meetings within Salesforce with MS Outlook Integration

I am currently looking for a product that is something close to the defunct Web Meeting Mashup app created by DreamFactory (https://www.dreamfactory.com/webex/about_concepts.html). As a little info of ...
3
votes
3answers
133 views

Link Email Sent From Outlook to Specific SFDC Record

With Email to Salesforce you can use a BCC address to relate your emails to contacts and leads, and you can also have it relate to a contact's opportunities but in these cases, an email gets linked to ...
0
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1answer
33 views

Is there ways to know which outlook record is created in salesforce from outlook

Is there ways to know which outlook record is created in salesforce contact from outlook. I successfully sync outlook contact into salesforce contact. But i need to know how can i differentiate normal ...
1
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0answers
31 views

Connect for Outlook - Performance degradation since a couple of weeks

One of my clients is still using the old Connect for Outlook, because he is operating Outlook without Exchange Server (simply via IMAP) and therefore cannot upgrade to Salesforce for Outlook. I know ...
2
votes
1answer
56 views

How can a user differentiate the salesforce contacts and outlook sync. contacts?

Actually my problem is that "Can we identify the contacts that are being imported from outlook into sales-force" is there any sign that helps the user to be clear that "Oh, this contact is from ...
4
votes
2answers
1k views

Connect for Outlook discontinued - Salesforce for Outlook alternatives?

Yesterday I received an email in language which was neither English nor German (possibly Swedish and I understood only fragments) from salesforce which I assume was trying to tell me that Connect for ...
2
votes
1answer
478 views

Code in a @future method not working

I am trying to write a trigger that will transfer attachments from a Task object to the related Opportunity object from emails & attachments using Salesforce for Outlook. I have the basic trigger ...
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0answers
429 views

Link for salesforce for outlook plugin version 2.4

Can anyone give me the link for salesforce outlook version 2.4 not 2.5
1
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3answers
920 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
47 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 ...
0
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1answer
563 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
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2answers
409 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
426 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
293 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? ...
1
vote
1answer
72 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?