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Questions tagged [salesforce-for-outlook]

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

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how to put html body on mailto href with lwc?

I create quick action button to open outlook app. and behind the scene Iam using LWC Headless Action to make it happen. and the following code is my complete lwc TestSendEmail.html <template> ...
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Can I make the out of box 'Send notification to Contact' visible on the add in (Case object)?

I have the following situation. We are setting up a custom layout for the add in, and we already solved that we can add custom fields, including creating a flag to mimic the out of box checkbox 'Send ...
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1 vote
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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 ...
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Web Component NavigationMixin not Working in Outlook

I'm trying to migrate aura component to LWC, for component that is used in the outlook Salesforce extension (the standard app for outlook). It is done by adding target in the xml file <targets> ...
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1 vote
1 answer
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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. ...
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Related Opportunities to a Contact not visible in Salesforce's Outlook Integration

I have successfully set up the salesforce and Outlook Integration. I can see the Contact data if a Contact's email is present in the Email received in Outlook but I am unable to see related ...
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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 > ...
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18 views

How could we identify the tasks that got created from Salesforce from outlook?

I have a requirement, where we would like to report on how many activities were created via Salesforce for Outlook and how many from Salesforce itself. So that we can work with users to improve the ...
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Salesforce For Outlook Plugin Error

We don't support this browser. Try opening this page in a supported browser. Some of our users are getting this error when trying to access Salesforce From Outlook The IT department pushed the newest ...
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117 views

Salesforce Outlook Integration Error

Some coworkers are getting the following error when associating emails to records in Salesforce via Salesforce Outlook Integration: Sorry to interrupt This page has an error. You might just need to ...
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1 answer
128 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. ...
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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. ...
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1 answer
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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 ...
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1 vote
1 answer
307 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 ...
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  • 55
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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 ...
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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 ...
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1 vote
0 answers
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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 ...
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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
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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 ...
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1 answer
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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 ...
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1 vote
0 answers
61 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 ...
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1 answer
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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....
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1 answer
4k views

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 ...
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1 answer
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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. ...
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2 votes
1 answer
265 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 "...
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2 votes
1 answer
477 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 ...
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4 votes
0 answers
457 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 ...
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0 votes
1 answer
141 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 ...
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1 answer
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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. ...
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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. ...
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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, ...
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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 ...
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2 votes
1 answer
2k 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 ...
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1 vote
1 answer
185 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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0 votes
2 answers
332 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
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  • 353
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1 answer
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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 ...
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2 votes
1 answer
466 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 ...
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0 answers
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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 ?
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  • 427
0 votes
1 answer
660 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 ...
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  • 2,551
0 votes
1 answer
87 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 ...
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  • 2,551
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
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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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1 answer
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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 ...
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0 answers
36 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 ...
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0 votes
1 answer
78 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 ...
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  • 353
0 votes
1 answer
656 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 ...
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0 votes
1 answer
679 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 ...
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  • 75
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1 answer
705 views

Remove pictures as attachments inside an email

I would like to know when an email is moved from the app "Salesforce for Outlook" to Salesforce, is there a way to remove pictures as attachments inside that email?
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  • 615
0 votes
1 answer
499 views

Logging emails sent through Outlook to Salesforce

I am trying to find a way log the email that was sent through outlook to a task in salesforce where the address from the To field from the email is matched against an existing contact email from ...
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0 votes
0 answers
43 views

How to differentiate events added via Outlook side panel

With Activities created via Chatter publisher, I have a Boolean tagging them as coming via the publisher. This was originally used to prevent double chatter posting, but now it helps us understand ...
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  • 1,268