#Outlook Integration2 debatiendo

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

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,

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.