Questions tagged [outlook]

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18 views

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 ...
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13 views

Einstein Activity Capture with Scheduling Assistant [closed]

I am using Einstein Activity Capture to sync my Salesforce Calendar from outlook calendar. When I create new event record in sf with a time slot that conflicts with my outlook calendar meeting, I need ...
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1answer
61 views

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 ...
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96 views

Setup Email Relay with Office 365 (Exchange)

Is it possible to set up Email Relay for Salesforce with Office 365 (Exchange)? I have admin access to Salesforce sandbox and I am Exchange admin on my Office 365 instance. I would like to ask if ...
2
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1answer
30 views

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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0answers
24 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 ...
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20 views

Importing pst file to salesforce with attachments

I have a PST file exported from outlook that i need to import to Salesforce with the corresponding attachments. I'm not able to find a solution for this. At the moment i'm exploring the use of the ...
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0answers
17 views

Email to case not displaying in outlook

Email to Case in Service cloud is not sending email to company outlook inboxes. Once an email to case occurs, support agents should receive an email to their company outlook inbox. We can see on the ...
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1answer
190 views

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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0answers
17 views

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 ...
2
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1answer
30 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 ...
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23 views

Add New Note Global Action to Outlook Sidebar - Not working

I have created a global action to add a note, but I can't seem to add it to the Outlook page layout. Pretty much, I want to be able to take an email that I receive, click on add note, and have it ...
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15 views

Does Outlook work in Lightning or require the new plugin

Does "Salesforce for outlook" integration work upon enabling lightning or will "lightning for outlook" need to be installed to replace it?
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245 views

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 ...
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1answer
60 views

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 ...
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1answer
171 views

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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1answer
1k views

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 ...
2
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1answer
601 views

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 ...
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452 views

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 ...
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0answers
91 views

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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0answers
117 views

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 ...
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0answers
52 views

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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0answers
57 views

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. ...
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2answers
1k views

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 ...
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0answers
77 views

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 ...
2
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2answers
3k views

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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1answer
35 views

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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1answer
154 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 ...
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1answer
43 views

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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0answers
601 views

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 ...
6
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0answers
65 views

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 ...
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1answer
101 views

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 ...
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1answer
2k views

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 ...
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1answer
868 views

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 ...
2
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1answer
2k 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 ...
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1answer
96 views

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 ...
2
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1answer
2k views

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 ...
3
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0answers
624 views

How do I open & save a .ics calendar file from Salesforce via email directly to Outlook (or others)?

I have an HTML email that I need to send to contacts with an option to book a calendar event directly from the email. I created the event in Outlook, saved it as a .ics file which I then uploaded into ...
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0answers
83 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 ...
1
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1answer
561 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 ...
2
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1answer
90 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 ...
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5answers
1k views

How do I track html email links inside conditional comment blocks for outlook

We use buttons for our call to action links in emails, which go to recipients mostly at financial firms, which means they mostly use Outlook. Because of this, my button code includes conditional ...
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0answers
101 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/...
2
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0answers
25 views

(Act, Goldime, Outlook) VS (Salesforce) [closed]

How can I convince a company using Act - Goldmine - Outlook to use Salesforce instead? Does someone know what are their main weaknesses? Andrea
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1answer
150 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 ...
0
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1answer
1k 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
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3answers
389 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 ...
2
votes
1answer
320 views

How can we click a link and open outlook new email window with pre-populated formatted html email body

We have a requirement where we need to fetch the rich text area field when user clicks on a link and then auto launch the outlook client with the text from rich text area field..this is working but ...
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0answers
586 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
3
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1answer
1k views

Salesforce inbound email to .msg attachment - Not opening in Outlook

An inbound email is converted to the outlook .msg file and stored as an attachment to a record using handler class. Everything works fine, except I get this error when I try to open the file with ...