Questions tagged [outlook]

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votes
1answer
18 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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0answers
9 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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0answers
10 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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0answers
115 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 ...
0
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1answer
36 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
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1answer
45 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
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1answer
842 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
404 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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0answers
311 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 ...
1
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0answers
77 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
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0answers
102 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 ...
1
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0answers
22 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
48 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. ...
2
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2answers
824 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 ...
1
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0answers
72 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 ...
0
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2answers
2k 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. ...
0
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1answer
34 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
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1answer
138 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
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1answer
40 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 ...
3
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0answers
450 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
63 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
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1answer
84 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 ...
0
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1answer
1k 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 ...
1
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1answer
717 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 ...
1
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1answer
1k 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 ...
0
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1answer
92 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
536 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 ...
1
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0answers
67 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
539 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
votes
1answer
78 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
4answers
729 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 ...
1
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0answers
100 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
1
vote
1answer
149 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
votes
3answers
358 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
313 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
585 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
votes
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 ...
1
vote
1answer
306 views

Handling Out of Office and/or Pulling Out of Office from Outlook

We are looking to provide an Out of Office (OoO) behavior in Salesforce. This is primarily to allow other to see when people are not in and to bounce any tasks, etc. that are assigned to them. ...
1
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0answers
145 views

Outlook not showing names on birthdates

After installing Salesforce for outlook....my users are seeing items on their calendar that are customer birthdays but it does not show their name. For example...it will say " 's Birthday is on Oct. ...
0
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3answers
474 views

Outlook Configurations with Web API

I'm searching a way to access (with the help of the Salesforce Web API) the data found under Administration Setup > Desktop Administration > Outlook Configurations. That is, all configurations ...
2
votes
1answer
455 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 ...
3
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2answers
322 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 ...
1
vote
1answer
1k views

Outlook mapping fields

I have a Salesforce trial account. In the Outlook Configuration section (Administration Setup/Desktop Administration/Outlook Configuration), I created a custom fields mapping between Outlook fields ...
2
votes
1answer
70 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 ...
5
votes
2answers
2k views

Data flow for SAML based SSO with salesforce for outlook

We are planning to implement SAML based SSO for our salesforce org. Salesforce will be a service provider. We are also using Salesforce for Outlook plugin. Can anybody explain how username and ...
5
votes
6answers
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?
3
votes
2answers
291 views

Outlook plugin and LoginHistory

Is there a way to recreate the function that shows and counts Outlook plugin accesses on the user detail page ? My aim is to see which users connected successfully through Outlook, and when, so as to ...