Questions tagged [salesforce-for-outlook]
Salesforce-For-Outlook integrates the Outlook application with Salesforce.
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1answer
29 views
Pros and Cons SFO vs. Managing Emails in SFDC
My service agents both manage inbound calls and emails and thus we've decided to manage customer requests directly from Service Cloud (emails and calls with CTI integration).
We've explored the route ...
1
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0answers
20 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 ...
0
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1answer
56 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....
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0answers
40 views
Outlook to salesforce integration email error
I have followed all step https://help.salesforce.com/articleView?id=outlookcrm_config_assign.htm&type=5 but still, it's not working I mean automatically not syncing with folder but manually I ...
1
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1answer
225 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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0answers
13 views
Salesforce -Outlook Sync , shows Historical and Live events in the calender
We have a issue with Salesforce -Outlook sync.
We have fixed the Sync issue now the sync is looking good, however for a specific user she see some "double events" both Historical and Live are showing ...
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0answers
79 views
Is it possible to narrow the list of whitelisted IP address for Lightning For Outlook?
Customer (with an on-prem Exchange server) wants to use Lightning for Outlook, which requires Exchange Web Services. Per that help article, if you want to use IP Whitelisting with EWS, you must ...
0
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1answer
77 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. ...
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181 views
Can we see Custom object records in Lightning for outlook and then relate the email to that record
I have seen some blogs and sites saying we can not see or attach emails to custom object in lightning. Is it true ? I have seen mixed responses so just want to confirm with experts.
If yes, Anyone ...
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0answers
46 views
Validation rule error for salesforce for outlook
I am Sync'ing contacts from outlook to salesforce and viceversa and it working as expected.
But when i kept a validation rule on Contact object to make account field mandatory, contacts are not synced ...
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0answers
12 views
Email integration communities
Communities does not support salesforce for outlook and salesforce for Gmail
I have a Scenario where a record(opportunity) along emailmessage record should get created when a customer send a email to ...
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0answers
17 views
Mapping Fields to Salesforce from Outlook
Is it possible to hard-code a value in the mapping of Outlook fields to SF?
I want the value "Email" passed to a custom Salesforce field - each time the Outlook to saleforce sync is used.
I don't ...
2
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1answer
155 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 "...
2
votes
1answer
187 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 ...
3
votes
0answers
243 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 ...
0
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1answer
103 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 ...
0
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1answer
76 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.
...
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1answer
44 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. ...
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0answers
23 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, ...
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1answer
405 views
Apex Trigger - Move Attachment - Account to Opportunity
When you add an email to Salesforce using Salesforce for Outlook, the email is added as a new task. When you add email attachments using Salesforce for Outlook, attachments are included on the ...
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0answers
58 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 ...
2
votes
1answer
639 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 ...
1
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1answer
128 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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2answers
238 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
0
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1answer
77 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 ...
3
votes
1answer
391 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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0answers
28 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 ?
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1answer
376 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 ...
0
votes
1answer
72 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 ...
4
votes
3answers
788 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
1
vote
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
votes
1answer
453 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 ...
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0answers
35 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 ...
0
votes
1answer
54 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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1answer
366 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 ...
0
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1answer
396 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 ...
0
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1answer
165 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?
Regards
Aurélien
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votes
1answer
210 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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0answers
34 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 ...
1
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0answers
64 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
vote
1answer
370 views
Salesforce for Outlook synchronization issue
I connected my iphone to the computer to charge and received the following error:
Salesforce for Outlook can't sync. You have one or more sync folders missing. Please have a look at the attached ...
1
vote
1answer
531 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 ...
1
vote
1answer
194 views
Unable to create Leads and Contacts from Outlook 2010 Side Panel
Cannot find CREATE Leads and Contacts button in Outlook 2010 Side Panel - Salesforce to Outlook.
Did I missed any configuration step or is it not available in Outlook 2010.
-8
votes
2answers
109 views
Sync OutLook with salesforce
I have a requirement where i want to create an event outlook when an event is created in salesforce.
This can be done manually but by clicking the button and uploading the file into outlook.
I want ...
3
votes
1answer
6k views
How to sync events from salesforce to outlook365 through salesforce for outlook app
I just add Salesforce app for Outlook 365 and checked and it is working to add emails from outlook to Salesforce contacts. My requirement is when I create events in Salesforce for my sales users that ...
2
votes
1answer
69 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
0answers
23 views
Salesforce to Outlook Connector - File Synching
We are seeing the following behavior.
If we have an appointment in Outlook and if it has an attachment and when the "Salesforce to Outlook" synch happens, the appointment gets created in Salesforce ...
2
votes
1answer
1k views
Salesforce for Outlook - Installing in Bulk
We did a test drive of the Salesforce Outlook connector in our sandboxes.
The app is working fine.
We are not sure how to do the installation for all of our 150 users.
Are there any ways to ...
0
votes
1answer
48 views
Cant synch with Outlook
I had no problems with the synch until a week ago and now I am getting this error:
id length is not of valid length
Parameter name: id.
Nothing is synching now. Any suggestions?
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/...
