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Questions tagged [salesforce-for-outlook]

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

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Salesforce Outlook Integration Pane shows disabled Log Now button for events

Need a bit of help to understand what exactly may be the issue with Outlook integration. I cannot seem to log emails/events properly. Specifically, person accounts with unique email addresses are not ...
vio's user avatar
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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
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Outlook button to update/delete a record in salesforce

The use case is - A subscriber (contact) is sent an email regarding a specific product to which he's subscribed to. At the end of the email is "Unsubscribe" button through which he can ...
Pooja's user avatar
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Outlook Addin Email Template Duplicative Flow

In the Outlook Addin, when you select Email Templates and then select a Lightning email template category, you are required to select an object type (related to), which filters the email templates ...
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Scheduled Email in Outlook (Salesforce)

When I go to send an email it is not sending at the exact time that I need it to send. It is sending slightly before (2-3 minutes earlier).
Priyansh Kumar's user avatar
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Sync Salesforce contact on iphone rubrica

I'm trying to Sync Salesforce contacts (or a custom obj that is our real contact) and some fields of this obj on the standard iPhone rubrica. My main goal is: open my iphone standard rubrica and see ...
sdfcwolf's user avatar
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Unable to setup Einstein Activity Capture in my sandbox org

I am trying to enable Einstein Activity Capture in Sandbox org to test it before making it available to all users in Production, however, some of its features are not enabled while setting it up as ...
it-nish's user avatar
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Salesforce for Outlook 3.4.8 returns System.Runtime.InteropServices.COMException: Error in IAddrOpenEntry: MAPI_E_UNKNOWN_ENTRYID

since a few days now, all our users reported having sync issues with the Salesforce for Outlook connector. Until today, we used this tool as it's the only one so far able to sync contact details, ...
poypoy's user avatar
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539 views

Lightning Outlook integration latency issues

I'm hoping someone might be able to point me in the right direction as I'm a bit stuck on how to troubleshoot the current issue I'm facing. I have a group of users that is using the Salesforce add-on ...
Dman100's user avatar
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how to put html body on mailto href with lwc?

I have created quick action button to open outlook app,and behind the scene I Am using LWC Headless Action to make it happen. following is my complete lwc code. TestSendEmail.html <template> ...
naticap's user avatar
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1 answer
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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
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1 vote
1 answer
304 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
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1 answer
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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
1 answer
552 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
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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
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EmailMessage object created outlook integration

I have enabled enhanced email in the org and I am trying to write a trigger to restrict email logging against certain objects using Outlook Add-In. However, I cannot find what determines an ...
user2268467's user avatar
2 votes
1 answer
514 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
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1 answer
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Salesforce outlook plugin is showing many objects when we select email template

We are using salesforce outlook plugin and when we want to select email template and relate to an object to bring in merge field, the drop down is showing lot of objects and there is no configuration ...
venky's user avatar
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1 answer
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How to automatically relate Email with Account? (Outlook Integration)

I enabled Outlook Integration: with Enhanced Email with Outlook: Have an account with a custom field (theres no standard field) with this email in salesforce and when receive a mail from the exact ...
Tomas Garcia Etchegaray's user avatar
1 vote
0 answers
117 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
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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 ...
An Le's user avatar
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2 votes
1 answer
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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 ...
Zoran's user avatar
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1 answer
534 views

Salesforce for Outlook MFA

in this link it mentions that starting with Spring 19, " However, the Outlook integration now respects the two-factor authentication that you configure for Salesforce." Can anyone explain what ...
TestMcTesterson's user avatar
1 vote
0 answers
110 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
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1 answer
364 views

Search option and Log button missing in Lightning for Outlook- Mac users

Our Mac users are experiencing an issue with 'Search' option missing in Outlook plugin. And when they drill down on record, even 'Log' button is missing. But 'Log Email' button is enabled on home page....
Amulya's user avatar
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2 votes
1 answer
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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
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1 answer
894 views

How to relate outgoing email to Salesforce Lead and auto-creating Email Activity on Lead Record when sent?

I have enabled Lightning for Outlook and Enhanced Email with Lightning for Outlook. Also I have installed Lightning for Outlook plugin in my outlook but I don't see any option to relate email to lead. ...
Ajay Prakash Dubey's user avatar
2 votes
1 answer
308 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
530 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
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4 votes
0 answers
616 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
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1 answer
158 views

Salesforce for Outlook plug-in add new event button not working

having issue with my Saleforce for Outlook plug-in running plug-in version 3.4.1.25 Outlook version is 2013 There is a + plus sign on plug-in side bar that opens a new event for some users but for a ...
pjlupo's user avatar
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1 answer
103 views

Lightning Sync with Gmail - But user is using gmail through Outlook app on PC

We have just setup Lightning sync for Gmail, and it is working well. However, some of our reps are using the Outlook application on a PC (with Gmail IMAP) and want to use the Salesforce sidebar. ...
Ben's user avatar
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1 answer
68 views

How to automate 'Add To Outlook' feature from salesforce?

Whenever an event is created from Outlook to Salesforce using the sidebar, user needs to click the button 'Add to Outlook'(on event detail page) for that event to get reflected in Outlook calendar. ...
Abhishek Rajput's user avatar
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0 answers
91 views

Case Assignment not fired for Salesforce Outlook

When I create a case from Outlook using Salesforce for outlook into SFDC. The existing case assignment is not fired. The case assignment works as expected when a case is created in Salesforce, ...
Karthik's user avatar
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0 answers
66 views

outlook for salesforce not getting configured

I'm trying to configure Salesforce for Outlook. I have downloaded and installed the software and then when I;m trying to run it I'm getting this : I'm using the Microsoft Outlook 365 Pro Plus. Is ...
SatyaSFDC's user avatar
  • 186
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
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
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0 votes
2 answers
355 views

Salesforce For Outlook - Add Email button fails to load

Salesforce For Outlook Add Emails button fails to load and "Salesforce for Outlook Add to Salesforce Toolbar" add-in is not added to Outlook under Options | Add-Ins Please advise some solution
sfdev's user avatar
  • 349
0 votes
1 answer
208 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 ...
SFDev's user avatar
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2 votes
1 answer
517 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
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0 answers
84 views

Is it possible to see who is using the outlook SF add in?

I want to know that is it possible to identify , who is using the Outlook to SF in Org ?
Taruna's user avatar
  • 447
0 votes
1 answer
938 views

Salesforce for Outlook - Side Panel error when trying to add an email - We couldn't add this item. Please try adding this item again

When you select an email in Outlook, in Inbox or any other folder as well as composing a new email, or even replying to an email and trying to associate that email to a record in Salesforce using the ...
Samir's user avatar
  • 2,679
0 votes
1 answer
104 views

Salesforce for outlook

I am not getting an option to install salesforce for outlook in my Orgs. When I enter Salesforce for Outlook in the Quick Find box, I don't get anything. I have tried that in both my personal orgs as ...
Samir's user avatar
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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
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
0 votes
2 answers
1k views

How could we identify the tasks that got created as a result of email sync from outlook?

I am required to write a trigger on the tasks created as a result of email sync from Outlook.But the problem is that I am not being able to differentiate between other tasks and the tasks created as a ...
Shobhit Saxena's user avatar
0 votes
0 answers
38 views

Salesforce Outlook - Case

I had installed the SF for Outlook. My requirement is that : 1) Need to create the CASE from the Outlook 2) Once a case is created from the Outlook and we want to update something (via reply to ...
Nandu Raja's user avatar
0 votes
1 answer
89 views

Salesforce for Outlook mail upload

When I try to upload an email to Salesforce it is automatically added to a contact profile of a colleague in my company. Would you please advise how to fix this in order to see the emails in my ...
sfdev's user avatar
  • 349
0 votes
1 answer
1k views

Showing "New Opportunity" option in Salesforce for Outlook side bar

In Outlook side panel currently there is an option for creating contact (See attachment - I have configured "Salesforce for outlook"). Is there any way to add option for creating "Opportunities" as ...
karthik karthik's user avatar
0 votes
1 answer
783 views

how to deploy salesforce for outlook 365

I've installed 'salesforce for outlook' on my machine and it working fine, now i need to deploy to all the users in my org. just wondering what is the best way without disturbing any of the user or ...
I K's user avatar
  • 75