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parul khullar (NA) fragte in #Outlook Lightning Sync
3. Sept., 10:20
Salesforce for Outlook Retirement – How can we verify whether our org is still using the legacy app?

Hi everyone,

Salesforce for Outlook is being retired in December 2027, and we are currently reviewing our organisation’s dependency on the legacy Salesforce for Outlook application.

We have just enabled Outlook Integration and Einstein Activity Capture (EAC) in our Salesforce org. However, I’m a little confused about how to confirm whether any users are still using the legacy Salesforce for Outlook app, particularly because users can also install the Salesforce app from Outlook via Get Add-ins.

Could someone please clarify:

1. What is the best way to identify whether users in our org are still using the legacy Salesforce for Outlook application?

2. How can we distinguish the legacy Salesforce for Outlook add-in from the newer Outlook Integration add-in when both appear to be installed through Outlook’s Get Add-ins?

3. Is there a recommended Salesforce report, Setup page, or Microsoft 365 admin location that can help us identify all users currently dependent on the legacy application?

4. Since we already have Outlook Integration + EAC enabled, what should we specifically validate before removing the legacy SFO configuration?

Any guidance or recommended checks would be greatly appreciated.

Thanks

#Outlook Lightning Sync #Outlook #Outlook Integration #Outlook Email #Outlook Email Integration #Salesforce Outlook Integration #Lightning Outlook Integration
5 Antworten
  1. Himanshu Shekhar (AQBEE Innovations Pvt. Ltd.)
    Heute 01:09

    Yes - here are the best references, and one is screenshot-heavy: 

     

    - Trailhead module Outlook Integration - its unit Outlook Integration and Einstein Activity Capture Setup walks the whole thing step by step with screenshots. That is the one to hand your admin. 

    - Salesforce Help - search Outlook Integration and Sync for deploying the add-in, and Einstein Activity Capture for the sync side. 

    - In-app: Setup, Quick Find, Outlook Integration and Sync shows both the Outlook Integration and Einstein Activity Capture toggles and their status. 

     

    For EAC specifically the setup is three steps: grant users access via a permission set, create a configuration that controls what to capture and sync, then assign users to that configuration. 

     

    if this helps, please mark it as the Best Answer so it helps the next person - thanks 🙂

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Michele Tancorra (Salesforce Consultant bei Stratos) postete in * Sales Cloud - Best Practices *
22. Apr. 2020, 17:06

Hi all,

I'm using View to log mail in Salesforce.

I realized that emails that I don't log directly from the outlook side panel are also saved in salesforce.

Can anyone explain to me why?

Can I avoid it?

 

Tks

3 Kommentare
  1. Lyndsay Maby (StepStone Group)
    23. Apr. 2020, 17:21
    So you use Lightning Sync to sync the calendar events... and then the Add-In to log emails, but every email is logging (so long as it finds the contact in SF)? I'm afraid I've got nothin =/
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Jennifer Jaw (D3) postete in * Outlook/Teams, Gmail, and Inbox *
21. Apr. 2020, 17:45

Hi everyone:

 

Given that the "Salesforce for Outlook" integration is being discontinued December 2020, I am trying to start my Sales Reps on the new Outlook Integration (or Lightning Sync; I'm not entirely clear on the differences yet).

 

However, this does not seem to work if our company domain is not hosted on Office 365, or if our Sales Reps want to use the Desktop Outlook app, does it?

 

Please let me know how your companies are dealing with this; I greatly appreciate and look forward to your insights.

 

Thank you in advance!

4 Kommentare
  1. Mitch Walla (Openly)
    22. Apr. 2020, 14:03

    We are on office 365. We use the desktop app. You just have to download the side panel from the MS app store, or work through your MS Office Admin.

    Outlook integration is the email side of the integration. Lightning sync falls more on the event/contact sync side. Contact sync was a nightmare in testing, and my research showed that most people avoid it due to some odd temperamental behaviors.

    My biggest suggestion would be to roll it out to a small group, and then add users incrementally, don't do it all at once, as we've now been dealing with issues for 3 months now periodically that all come back to lightning sync.

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Michele Tancorra (Salesforce Consultant bei Stratos) postete in * Sales Cloud - Best Practices *
14. Apr. 2020, 15:44

Hi all,

I have Email enhancement and Salesforce for Outlook enabled.

Unfortunately, I made a mistake to relate a mail to opportunity.

Now I'm unable to correct that and relate the mail to the correct opportunity.

Someone can help me?

tks

4 Kommentare
  1. Michele Tancorra (Stratos)
    21. Apr. 2020, 07:33

    Tks Anthony,

    I was looking for a solution in Salesforce (maybe changing some related list on the EmailMessage Object), but the solution was in the Outlook side panel.

    Tks a lot

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Ben Reed (LaingBuisson) postete in #MS Office
8. Apr. 2020, 07:39

I have 3 users with MS Office 2010 (they are contractors using their own equipment). Is there an Outlook email archiving tool compatible with Salesforce Lightining Experience?

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Venkat sandireddy (Salesforce Consultant bei Own) postete in * Outlook/Teams, Gmail, and Inbox *
27. März 2020, 12:02

Not sure why suddenly few users started facing the issue, while sync the outlook email to sales force.

 

Error message: Ask your admin to provide permission to log a email

outlook plugin.PNG
1 Kommentar
  1. Robert Dolber (American Portfolios)
    28. März 2020, 23:54

    I've also been scratching my head on this since diving into the Outlook Integration and with the help of this Answer discovered a setup option in Lightning under Administration>Email called "Outlook Integration and Sync" that has a slider to "Use Enhanced Email" with Outlook" that solved my issue.

    https://success.salesforce.com/answers?id=9063A000000lL08QAE

    With "Use Enhanced Email with Outlook" enabled in addition to being able to log emails while sending all logged emails going forward have a new email style template that more closely resembles an email.

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Erica Dishman (Demand Generation Marketing Coordinator bei ReliaQuest) postete in * MC Account Engagement (fka Pardot) *
24. Apr. 2019, 19:22

Is there a best practice for tracking Pardot links from Outlook email sends? Thanks!

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Karin Holmgren (Senior Marketing Director bei Kore Wireless) postete in * Marketing Cloud Engagement *
20. März 2019, 18:34

Hearing that Outlook will start to support animated gifs in email (like Moveable Ink or a countdown timer). Has anyone seen animated gifs in their Outlook email these days? 

3 Kommentare
  1. (Mack) Rubio (Best Buy Canada)
    20. März 2019, 21:50

    Great, I'm seeing it in Outlook 365! ^^

    However, I suggest first embedding the GIFs directly into your email code rather than through a 3rd-party tool.

    I'd start with one image, test, rinse and repeat then scale up to countdown timers and test everything again.

    I'm glad Outlook is catching up but they should innovate faster! ^^

    Still, Outlook uses split-rendering engines - WebKit, IE, and Mso- across all email clients. -_-

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