Questions tagged [outlook]

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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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112 views

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 answer
231 views

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 views

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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1 vote
1 answer
2k views

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 ...
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1 answer
84 views

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 answer
146 views

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 answer
2k views

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....
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1 answer
143 views

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 ...
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-1 votes
1 answer
28 views

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 ...
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1 answer
441 views

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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0 answers
106 views

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 ...
1 vote
0 answers
351 views

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/...
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0 votes
1 answer
420 views

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 ...
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0 votes
1 answer
925 views

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 ...
1 vote
0 answers
533 views

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 votes
0 answers
132 views

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 answer
177 views

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 ...
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1 vote
1 answer
557 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 ...
0 votes
1 answer
9k views

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 ...
0 votes
1 answer
566 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 ...
2 votes
1 answer
478 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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1 vote
0 answers
63 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
1 answer
1k 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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0 answers
53 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 ...
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2 votes
1 answer
99 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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0 votes
0 answers
543 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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0 votes
1 answer
175 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 ...
0 votes
1 answer
737 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 ...
1 vote
1 answer
2k 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 ...
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2 votes
1 answer
1k 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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0 votes
0 answers
687 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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2 votes
0 answers
188 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 ...
1 vote
0 answers
266 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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1 vote
0 answers
138 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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177 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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2 votes
2 answers
2k 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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1 vote
0 answers
80 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 ...
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2 votes
2 answers
6k 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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1 answer
41 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->...
1 vote
1 answer
206 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 ...
0 votes
1 answer
46 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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3 votes
0 answers
891 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 ...
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6 votes
0 answers
77 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 ...
0 votes
1 answer
155 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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0 votes
1 answer
3k 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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1 vote
1 answer
1k 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 ...
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2 votes
1 answer
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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0 votes
1 answer
111 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 votes
1 answer
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 ...