Questions tagged [salesforce-for-outlook]

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

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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 ...
pjcarly's user avatar
  • 7,451
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?
segolene's user avatar
  • 103
4 votes
3 answers
1k views

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
TSCAmerica.com's user avatar
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 ...
Uwe Heim's user avatar
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4 votes
1 answer
1k 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? ...
user4802's user avatar
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 ...
Shabbir Safdar's user avatar
3 votes
3 answers
719 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 ...
ministe's user avatar
  • 324
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 ...
KaLi's user avatar
  • 1,519
3 votes
1 answer
2k 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 ...
PartOfTheOhana's user avatar
2 votes
1 answer
5k views

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 ...
amit patil's user avatar
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 ...
SFDCDJ's user avatar
  • 1,864
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. ...
Allen Li's user avatar
  • 860
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 ...
Vinayak Sanga's user avatar
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 ...
Mayday's user avatar
  • 65
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 ...
Zoran's user avatar
  • 121
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 "...
Dnyaneshwar's user avatar
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 ...
Andrea's user avatar
  • 31
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 ...
Clehan1's user avatar
  • 879
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 ...
we3's user avatar
  • 43
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 ...
paul's user avatar
  • 1,502
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 ...
PavanFoxPro's user avatar
  • 1,161
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 ...
James Allen's user avatar
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 ...
Dedo's user avatar
  • 5,007
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 ...
Emily McCoy's user avatar
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 ...
Tyler Dahle's user avatar
  • 2,689
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 ...
Tony's user avatar
  • 21
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 ...
Shane McLaughlin's user avatar
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 ...
user5352's user avatar
  • 1,665
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 ...
Dylan D's user avatar
  • 568
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 ...
Dylan D's user avatar
  • 568
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?
Jill Miller's user avatar
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 ...
Souza's user avatar
  • 305
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. ...
Oupat's user avatar
  • 733
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 ...
Dylan D's user avatar
  • 568
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.
C. Praveenkumar's user avatar
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 ...
akarnid's user avatar
  • 1,932
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 ...
rro's user avatar
  • 111
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. ...
h3110's user avatar
  • 77
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 > ...
GroundToCloud's user avatar
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. ...
S..'s user avatar
  • 1,205
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 ...
psalesforce1989's user avatar
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 ...
Clayton Goss's user avatar
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 ...
SFDCDJ's user avatar
  • 1,864
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 ...
we3's user avatar
  • 43
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/...
Anitha J J's user avatar
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 ...
Dave's user avatar
  • 507
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 ...
KARTHIK's user avatar
  • 11
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 ...
Tamil's user avatar
  • 724
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
user3332076's user avatar
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 ...
Chirag Verma's user avatar