Questions tagged [outlook]
The outlook tag has no usage guidance.
74
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Auth Provider with Microsoft getting 401
I'm trying to create an integration between Salesforce and Microsoft Graph, for getting calendar events.
I've set the auth.provider, namedCredential and External credential. I also have the proper ...
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0
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112
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Problem with auto syncing emails to salesforce from outlook integration
I have a problem with Outlook integration to Salesforce using Einstein Activity Capture.
I have a requirement to sync calendars (Outlook with Salesforce). I created configuration and assigned users to ...
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1
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231
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Add "New Opportunity" to create record dropdown in salesforce outlook plugin
Is there any way to have "New Opportunity" as an option under the create salesforce records option in the Salesforce Outlook plugin? I've checked several posts below, but they all relate to ...
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38
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Outlook Integration - Log/Save .MSG file
Is it possible to customise the ‘Log Email’ action in Outlook Integration to save the given email as an Outlook .MSG file in Salesforce? If so, how?
Thanks,
Richard
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2k
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Emails from flow not sent to gmail email addresses
I have a record triggered flow after update, which uses a Send Email action to send an email to the email address specified in the Account record.
While it works fine when the email address is outlook ...
- 1,439
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84
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Add a text description to ical and outlook meeting invite urls
Looking to populate the description sections of an ical and outlook meeting invite button in an email via ampscript.
Example, for ical, we want the description/desc ="text" to populate when ...
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1
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146
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How to detect email platform used with AMPScript?
Problem: I used the Interactive email form for my Email Template, with a description related to it (description stay above the Interactive Email form, in a different block).
But since Outlook hasn't ...
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1
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2k
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Classic Email Template - Link not working in email
Strange behavior with our Links in SFDC Classic Email Templates.
In the Setup > Classic Email Template, the link looks like this....
<a href= “{!Custom_Object__c.Link}”>{!Custom_Object__c....
- 467
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143
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Add new contact button in Einstein Activity Capture
Hello,
I would like to add the "New Contact" button in Einstein Activity Capture on the user record.
Currently, there is only have the "New Lead" button and I don't know what I ...
- 703
-1
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1
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28
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pre-populated emails [closed]
Please see the initial sketch below.
Can you please tell me if this is possible in Salesforce, or if there is a better way of doing this?
Would I have to use Outlook? or can this be done directly ...
- 95
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441
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Outlook Shared Folders
On Thursday, we started getting an error when opening the Salesforce sidebar in Outlook Shared Folders. The error says
Sorry to interrupt. This page has an error. You might just need to refresh it. [...
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106
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Tracking links in external content (httpget) that are also inside MSO conditional comments (Outlook targeted code)
I am finding that links in external content (httpget) that are also inside MSO conditional comments (Outlook targeted code) are not being tracked. I have httpgetwrap inserted into the href, but this ...
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351
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Contacts are not synchronized with Einstein Activity Capture
Hello,
I test Einstein Activity Capture to synchonize contacts and emails between Salesforce and Outlook in a sandboxe.
I followed the trailhead (https://trailhead.salesforce.com/en/content/learn/...
- 703
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1
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420
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Send Email with event.ics
I read few example for sending email with attachment of event.ics file, where user can open the file and it will add event to their outlook Celander.
Question is it possible to use link or content ...
- 1,659
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925
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Field Mapping for Log an Email with Outlook Integration
1. Created a lightning component with two dependent picklist fields.
2. Added component to the Email Application Pane in the 'Outlook Integration And Lightning Sync '
3. Created the custom picklist ...
- 787
1
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533
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Lightning Sync with multiple Office 365 Tenants?
Is it possible to perform Lightning Sync between a single instance of Salesforce and multiple Office 365 tenants?
For example, I have a single SF instance, being used by multiple divisions of a ...
2
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132
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Struggling with "NULL" FromAddress in EmailMessage Before-Insert Trigger from Outlook Integration
I am trying to create a before-insert trigger on EmailMessage, so that when a user logs an email from the Outlook Integration, I can set the RelatedToId field based on the email sender (FromAddress).
...
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1
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177
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How to map Task field type to "Email" created from Lightning for outlook
We are using Lightning for outlook for logging a email which creates a EmailMessage and Task record in Salesforce instance, Task records created from LFO has type as blank my requirement is to Map ...
- 197
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557
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Logging calls from Outlook (Lightning for Outlook)
According to Salesforce support, it isn't possible to add the "log a call" action to Lightning for Outlook (now branded "Outlook Integration"). This posts references the same:
How ...
- 2,841
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9k
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Rounded corner Button not working in outlook || Outlook CTA issue [closed]
I'm making template emails in Marketing Cloud. I'm using the "button" content block to create my buttons that have a 30px border radius. It looks fine, but when I test it, in some versions ...
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1
answer
566
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Outlook Integration And Lightning Sync
I am trying to Test "Outlook Integration And Lightning Sync" with my private MS office 365(not work or school), I selected OAuth 2.0 in Salesforce Lightning Sync setting and try to login to get back ...
- 141
2
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1
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478
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Duplicate Cases while responding through outlook
I Have configured email-to-case. there is one support distribution group. there are three members(A,B,C) in the group and Email-to-Case address. when a customer sends an email to this distribution ...
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0
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63
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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
1
answer
1k
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Outlook integration - what does it mean that "Recurring Events are available in Salesforce Classic only"
The problem is that recurring calendar events created in outlook do not appear in the salesforce calendar (non-recurring events are fine).
I found this page which says "Recurring Events are available ...
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53
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Outlook Record Detail layout page not found
Im trying to create a lightning component for Outlook Inbox that will display all the records from my custom object.
My problem right now is that when I click on the object's name it will re-direct me ...
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1
answer
99
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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 ...
- 121
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543
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Add custom event object to calendar, and sync with Outlook via Lightning Sync
I created a custom "Event" type of object, where our Sales Reps log client visits or calls. I offered the chance for our Sales Reps, to include another user on the event (like an engineer, who helped ...
- 229
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175
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Link disappears in only 1 section in Outlook '16
I have an email that is populated via Dynamic Content and there's just one section of the email where the URL disappears only in Outlook 16. If you "view source" the URL is there. If you click "View ...
- 1,010
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737
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Max width of an image in mc; defaulting to original width in outlook
This might be a simple question, but would anyone be able to help me set the max-width of an image in marketing cloud so that the picture doesn't default to its original size when downloaded in ...
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1
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2k
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Enabling Lightning for Outlook 365
We have currently installed Lightning for Outlook 365 on a mailbox we get the following error:
Ask your admin for permission to log email
What kind of permission is needed to log email? Our users ...
- 1,672
2
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answer
1k
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Why is it that in Spring 18, Emails from Salesforce can't reach my company's outlook inbox?
I remember that 3-5 months ago (Should be Summer '17), I am able to send emails from the "Send Test and Verify Merge Fields" button in Email Template to my company's email Outlook just fine.
I have ...
- 1,173
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687
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Drag and Drop from Outlook to Lightning:Input
I am setting up a drag and drop file upload using lightning:input as type=file and it works fine when dragging from a local folder. But when I try to drag an Outlook attachment, it doesn't recognize ...
- 373
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188
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WhoId Is null in after insert trigger on Task for email sent from Outlook
I have a trigger that updates a field on Contact when an email is sent to the contact. The trigger fires just fine if the user clicks the send email button on the Contact detail page. However, if the ...
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266
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Map Attachment to EmailMessage Record
I have a kind of odd question.
We just implemented Service Cloud for about 15 users, as well as email to case.
Some of our users want to have the ability to upload existing /historical outlook ...
- 1,435
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138
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How to preserve newlines when creating .ics?
I created a simple apex page to generate an Outlook calendar ics file from an Event. I then created a button in my Event to run that page. Everything works fine BUT when I open my new outlook ...
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177
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Email service not working when Email sent from Outlook Web App
I have a created an Email service in Salesforce. It is working as expected when I send emails from any email client. But when the email is sent from Outlook Web Access (OWA), email are not processed. ...
- 741
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2
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2k
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Content area for images in Outlook
I work in Marketing Cloud on email template and I have a problem with full-width images in Outlook 2010, 2013 and 2016. I know the solution is to set width and height properties in the <img> tag ...
- 135
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80
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Lightning for Outlook Code
Does anyone know whether the code for Lightning for Outlook is open-source? If yes, where would we download the source files?
If no, does anyone know whether there is an API available? We were ...
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2
answers
6k
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Email to Case (on demand) forwarding via Outlook rules
I am having trouble to forward e-mails coming into my Outlook Exchange Inbox into the Salesforce environment (creating a case).
I have managed to do this in Gmail, since it's fairly easy to do so. ...
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41
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Outlook Authorization grant flow
I am trying to build an integration with outlook because my requirement needs the calendar to be synced to a custom object. I am able to create a connection in apex using grant flow: user logs in->...
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206
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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 ...
- 1,785
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46
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Salesforce for outlook? [duplicate]
Do they still make a non office 365 version for Salesforce outlook? I've seen documentation on the Salesforce website referring to the Salesforce for Outlook tool with Winter 17, but I cannot find the ...
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3
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891
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Send emails from Salesforce with attachments to create tasks in Outlook?
One of the requirements for the project is to automatically send mails with events/tasks from Salesforce whenever an event/task is created/edited/deleted.
I was able to send events and updates, but ...
- 5,176
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77
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SalesforceIQ and Outlook - Always On?
Is there any way to keep SalesforceIQ always on in an Outlook Integration?
Right now my users thrilled with the Outlook SalesforceIQ integration. It appears each time you reply or launch an email you ...
- 61
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155
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Salesforce - Outlook sync error
I have connected my Salesforce org with outlook. Now I am trying to sync my tasks with Salesforce, normal tasks are getting synced properly but if there are any reoccurring tasks it is throwing an ...
- 177
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3k
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Email Width and Outlook 2013
I have an email with a width of 650. When I view the email in Content Builder it looks as I expect except the widths are all bigger than defined. They seem proportionately bigger.
When I do a Test ...
- 1,798
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1k
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Outlook 2013 adding padding to images
I'm having an issue with a section of an email on 2013. What should look like so (and is rendering as such in all platforms except Outlook 2013):
Shows up in Outlook 2013 like so:
(Please don't mind ...
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1
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2k
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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 ...
- 869
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111
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Dependent picklist field on Salesforce for Outlook side panel
I am creating Case from Side panel at MS Outlook. In the case object I have 2 dependent picklist fields which I am trying to expose on Side Panel. I am using Publisher action to create case and not ...
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2k
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Lightning for Outlook compatibility with Outlook 2010
We recently started transitioning part of our project to the Lightning experience.
Throughout our regression testing, we noticed that we needed to migrate from Salesforce for Outlook to Lightning for ...
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