Questions tagged [salesforce-for-outlook]
Salesforce-For-Outlook integrates the Outlook application with Salesforce.
91
questions
7
votes
3
answers
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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 ...
5
votes
7
answers
7k
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?
4
votes
3
answers
1k
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Salesforce for Outlook Configuration-Contacts - Event - Task syncing disabled
Salesforce for Outlook Configuration-Contacts - Event - Task syncing disabled
I am an administrator still cannot edit it.
Here is the screenshot
4
votes
2
answers
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 ...
4
votes
1
answer
1k
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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? ...
4
votes
0
answers
601
views
Customizing the People Lightning component's presentation in Lightning for Outlook
I'm really pleased to see the email application pane integration available now for Gmail and Outlook in the Lightning for Gmail and Lightning for Outlook feature sets. If you want to view Account and ...
3
votes
3
answers
719
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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 ...
3
votes
2
answers
369
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 ...
3
votes
1
answer
2k
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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
1
answer
5k
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what is the difference between Salesforce for outlook and lightning for outlook?
I would like to know more about salesforce for outlook and lightning for outlook for salesforce outlook integration.
What are the advantages and limitation of both the tools?
Please, can anyone help ...
2
votes
1
answer
3k
views
How to Handle Validation Error Message on Before Insert for the Same Field?
I had a requirement earlier inwhich whenever I insert a task it always stamp current user's Business unit to Task Business Unit.
below were the code that I had written on before insert trigger.
User ...
2
votes
1
answer
959
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.
...
2
votes
1
answer
71
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 ...
2
votes
1
answer
504
views
MIXED_DML_OPERATION Error in Test Case with S2XUserMap
Before starting, I know about DML operations and the order they should be performed in for test cases. Please do not comment on that. These test cases succeed and have been succeeding in partial and ...
2
votes
1
answer
163
views
Third-party services used in the Microsoft Outlook Add-in
While reading the description of the Salesforce Outlook Add-In (available here), I noticed that:
This add-in can read or modify the contents of any item in your
mailbox, and create new items. It ...
2
votes
1
answer
305
views
How "Outlook Configuration" is different from "LEX for Outlook and sync"
I am little confused...To sync salesforce and outlook we have 2 options
1)Use salesforce for outlook:- In this we can download "Salesforce for outlook" plugin and configure Syn settings using "...
2
votes
1
answer
514
views
How do I know what version of Salesforce for Outlook my users are using?
I need to know without having to send all my users an email, what version of Salesforce for Outlook they are all using. I've downloaded a login history report but I'm not sure there's anything in ...
2
votes
1
answer
3k
views
Contacts with Multiple Accounts /Multiple Email addresses
I have a user requirement where a contact may need to be associated to multiple Accounts and store multiple email addresses based on the Accounts they are working for.
For Example, Joe Blogs who ...
2
votes
1
answer
2k
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 ...
2
votes
1
answer
172
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 ...
2
votes
1
answer
78
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 ...
2
votes
2
answers
2k
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 ...
2
votes
1
answer
556
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 ...
2
votes
1
answer
511
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 ...
2
votes
1
answer
528
views
Force Apex generated events to sync with Gmail/Outlook?
When events are created with our custom UI, they get inserted via Apex. Apparently, when users have syncing set up, the syncing only occurs if the user creates the event in Salesforce1 or Lightning ...
2
votes
0
answers
147
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 ...
2
votes
0
answers
1k
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
3
answers
1k
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
1
answer
195
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 ...
1
vote
1
answer
638
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 ...
1
vote
1
answer
303
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?
1
vote
1
answer
913
views
Hello, does anyone know how to make the custom email template respected by outlook?
I'm developing a custom email template in the visualforce component, but outlook opens this email all unconfigured, the impression I get is that it ignores the css. I did google searches, I'm using ...
1
vote
1
answer
498
views
Object type of email synchronized with Outlook
I use Einstein Activity Capture to synchronize emails between Office and Salesforce.
When I send an email to a contact from Outlook, the email is synchronize with the contact in Salesforce.
...
1
vote
1
answer
541
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
1
answer
285
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.
1
vote
2
answers
1k
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 ...
1
vote
0
answers
32
views
Using Office.js library in SF Outlook Add-in [closed]
I am a .NET dev exploring ways to add features to the default SF Outlook add-in. I inspected the source of the default page of the SF add-in and it uses Office.js, the library used to develop MS ...
1
vote
1
answer
276
views
Salesforce Inbox Outlook Integration
Im trying to add 'New Opportunity' to the Salesforce Inbox Outlook Integration dropdown:
I have added the 'New Opportunity' Global action, but don't know how to make this available in the dropdown.
...
1
vote
1
answer
657
views
We couldn't save your logging selections. Please try again
When a users logs an email from outlook to salesforce, using the Salesforce plugin, the user gets this error
Tried the following resolutions without success
Removed the saved password in Chrome > ...
1
vote
0
answers
52
views
Outlook Integration - New Case - From Address
I have added the add-in Salesforce in Outlook, using it to create new Case via a Publisher Action.
In the new Case, I am getting only the Subject and Email body in the Case Subject/Description fields.
...
1
vote
0
answers
109
views
Event sync failing from Salesforce to Outlook
Hello all we had a problem with Salesforce to outlook event resync
I created an event in Salesforce and assigned to outlook contact the event is also displayed in outlook calendar. But when u changed ...
1
vote
0
answers
100
views
Salesforce Outlook Add-In Blank "From Address"
We're just starting to roll out the Salesforce Outlook Add-In at my org. Some of our users use a different email address in Outlook than they do in Salesforce. I've already checked that their ...
1
vote
1
answer
244
views
How to display result of Custom Object in related list in SFO Side Panel?
In SFO Side Panel when you select any email whose email address is same as contact email address in salesforce,it automatically search the contact and it also display Activity History and Opportunty ...
1
vote
0
answers
26
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 ...
1
vote
0
answers
143
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/...
1
vote
1
answer
679
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 ...
1
vote
1
answer
168
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
0
answers
105
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 ...
1
vote
0
answers
592
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
0
answers
111
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 ...