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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!

2 réponses
  1. 19 août, 19:53

    I dont see "Log Emails on Send" as an option for creating a new Permission Set.

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