#Outlook Integration4 diskutieren mit

The expectation is when I open the Salesforce Pane in Outlook, search for a certain Account, go to the related list and hit "New Opportunity" button, I can customize the Opportunity Creation page. What is the layout I have to update? Apparently none of the Lightning Layouts and classic Page Layouts on Opportunity object reflect the desired changes 

Just rolled out the Outlook integration to a handful of users and they are getting this error 

An error occured while trying to deliver the attached email.

You may wish to report the following information to the owner of emailtosalesforce@xxxxsalesforce.com.

The apex class Messaging.EmailToSalesforceHandler failed due to: System.UnexpectedException: You are not authorized to delete task(s) records! Please contact your manager or administrator if you still believe you need to perform record deletion.

I am confused by this error because it is talking about 'deleting a task' but the user is just trying to send and log an email.

Any help with this would be appreciated.

Thanks!

Chad

Hello,

Some of our users have the Standard Einstein Activity Capture permission set assigned to them.

One of those users create meetings directly through Outlook and it syncs to Salesforce. However, for some reason, there are duplicate events being created automatically by Salesforce.

Had anyone here faced this problem before? What could be causing this?

Thank you,

Hello Trailblazers, We recently setup Outlook Integration Einstein Activity Capture in our Sandbox environment to test out the features. The Salesforce Panel in Outlook only shows 2 tabs (Related and Tasks) and the + sign to add new Salesforce record only shows New Event, New Task and New Contact. How do we add New Lead to the list? (Use Case Example: I give out business cards at a networking event. Someone from the event is interested in our product and decides to email me. Now that the person has emailed me, I want to create a new lead from the email I received in Outlook). Several pictures in the Salesforce Help Articles, indicate there can or should be a New Lead option listed when we click the plus sign. I created an Email Application Pane, but I didn't see how to adjust options for the plus sign. Also on the tab lines, several pictures on the Salesforce help articles indicate we would we see a feed option. The Email Application Pane shows the Feed tab should be there, but it's not. Are these paid features? Or am I missing something?

My Options:

Snippet from Create Salesforce Records from Outlook and Gmail:

When user log emails from outlook to salesforce, in the side panel, and under People section, there is option to select salesforce user record. Where can i find that logged email on salesforce ? I did search under the user account, but didn't see any new created activity or logged email.

Note : Enhanced Email is turned on.

Thanks.

#Outlook/Teams/Gmail #Outlook Integration  #Salesforce Outlook Integration #Trailhead Challenges #Salesforce Inbox #

Hi all,

I'm working on a screen login flow to encourage users to connect their Salesforce and Outlook accounts.

The user can set a reminder and it creates a task. 

I've been running some tests, to see what's the best. So my flow can also creates an event.

What I want is that when an event is created, it's also sent by email to the user as an Outlook invitation .ics format and html body with instructions. It is possible?

To sum up: I want the user to recieve an email which contains:

- event invitation in ics format so he can see it in his outlook calendar.

- html body with all the instructions on how to connect Salesforce and Outlook.

Thanks!

#Event  #Outlook  #Outlook Integration  #Screen Flow  #Flow  #Flow Builder  #Lightning Flow  #Ics File  #HTML Email

When I try to log email on salesforce pane on outlook, I get the following error.

has anyone encounted this before and how did they solve the issue?

Is there a reason why the users at my company are saying that Outlook Add-In isn't capturing their email communication as activity after I have turned on Opportunity Scoring? #Einstein Activities Capture #Salesforce For Outlook #Outlook Integration

Hi everyone,   I have a problem with the synchronisation of Salesforce in my Outlook account.  I would like to be able to create an event in Salesforce and have it in my Outlook calendar. Currently, it is not working... Somebody can help me please? Thanks in advance.