Hi all,
We recently started using the new Outlook Salesforce Add-In, but "Related to Salesforce" category tag is not tagging the email as expected.
Here’s what we’ve noticed:
- The add-in loads fine inside new Outlook.
- When click save button in Log Email, the "Related to Salesforce" category tag either doesn’t respond or fails to display related records.
- No obvious error messages appear, so it’s hard to troubleshoot.
Has anyone else run into this issue?
- Is there a specific configuration or permission needed for this feature to work?
- Are there known bugs or updates we should be aware of?
Any guidance or troubleshooting tips would be appreciated.
Thanks in advance!
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