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

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-7
votes
2answers
35 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
38 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
26 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
votes
0answers
6 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 ...
0
votes
0answers
13 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?
0
votes
0answers
7 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:* ...
0
votes
0answers
6 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 ...
1
vote
0answers
9 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 ...
0
votes
0answers
6 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
votes
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
votes
1answer
12 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 ...
0
votes
0answers
23 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?
1
vote
0answers
38 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 ...
1
vote
1answer
38 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 ...
0
votes
0answers
15 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, ...
0
votes
1answer
35 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 ...
0
votes
2answers
49 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
142 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
65 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
1answer
73 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
55 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
1answer
334 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
96 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
28 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
0answers
30 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
50 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
924 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
374 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
368 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
601 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
40 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
415 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
323 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
380 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
241 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
66 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
773 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
966 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
398 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
675 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 ...
3
votes
2answers
254 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
68 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 ...
5
votes
6answers
6k 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
1k 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 ...