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2
votes
1answer
13 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. ...
0
votes
1answer
18 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 ...
1
vote
0answers
26 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 ...
1
vote
0answers
30 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 ...
0
votes
0answers
55 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 ...
0
votes
0answers
22 views

salesforce for outlook - error - unexpected error occured

Does any body know, when this error occurs and how to resolve it? One of the user in my PROD receiving this error. Although other users don't get it who have same profile assigned.
0
votes
0answers
49 views

Need a suggestion on Event Meeting Request to be added in outlook Calendar of the customer with fewer steps

I need a suggestion here, actually if I send a Meeting request in Event by adding the leads as invitees, Leads get an email in which they can accept or decline and Add to Outlook as well. This process ...
0
votes
1answer
32 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
votes
1answer
21 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
vote
1answer
16 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 ...
0
votes
0answers
67 views

Outlook Cases, Case Queue and Assignment rules problem

Trying to simplify SFO side panel config due to complex Assignment rules. SFO Cases do not use E2C Assignment Rules. Instead, SFO side panel has User/Case picklists to choose from when creating a ...
2
votes
1answer
29 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 ...
0
votes
0answers
13 views

Is it feasible to extract files from Notes field in Outlook Contact and then migrate these files to Salesforce Contacts?

Is it possible to Extract files from Notes field in Outlook Contact and then migrate these files to Salesforce Contacts. Any Suggestion? Exactly needed extract files from Outlook of Notes under ...
1
vote
2answers
411 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 ...
0
votes
1answer
193 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 ...
1
vote
0answers
193 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
vote
3answers
304 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 ...
1
vote
0answers
27 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
votes
1answer
194 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
2answers
166 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
249 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
108 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
63 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
521 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 ...
1
vote
2answers
690 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
351 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
463 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
208 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
56 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 ...
1
vote
3answers
5k 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
829 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 ...