#Outlook Lightning Sync0 personne en discute

Hi Everyone, 

Let me start with our issue: 

After sometime building a reliance using the Salesforce to Outlook calendar sync it appears that the standard program will no longer work. Issue is: 

1) Our MS Account is controlled on the corporate level and uses a different email, alias, address than out Salesforce email.  

2) Modifying the MS email is not possible due to a change in the corporate username format. 

3) Being only a small company within a large organization we would not have the pull to build a connector or ask for org level changes.  

My question,  

1) Has anyone out there had this issue? If so, were you ably to work around it by: 

     a) Maybe a 3rd party? 

     b) Some coded solution?  

     or.... 

Thank you for any feedback. 

Steve 

To perform lightning sync between outlook and salesforce, it is necessary to choose a connection method. If I choose the Service Account method, I have to log in with it and set up the different domains.  In my specific case, the service account created and logged in, does not have access to emails with different domains than the service account, so if I put in other domains, would it still be able to synchronize contacts for a user with different domain?

For example if my service account as domain "test.com" and the user to sync has domain equals "extratest.com", but service account has not visibility on the "extratest.com" domain it is possible to sync this user? If this is not possible, how can this be done? Is it possible to set up two service accounts at the same time?

Thank you

#Outlook/Teams/Gmail #Outlook Lightning Sync

Hi everyone!

I'm trayng to conect Salesforce to Outlook bout, with Lightning Sync and Einstein Activity Capture. What do I need in the Outlook side to integrate them? Exchage? I'm Trying to dowlad the Salesforce Add-ins but as I don't have Exchange and I can't. Do I have to get Exchange? Is the Salesforce Add-ins needed with bout of them, Lightning Sync and Einstein Activity Capture.

Thank you!

#Outlook/Teams/Gmail

After i sync an email from outlook to salesforce, is there a way to access EmailMessageId or TaskId in my Aura Component (implements clients:availableForMailAppAppPage) displayed on Salesforce Outlook panel/layout? 

#Outlook/Teams/Gmail

Reference link: https://developer.salesforce.com/docs/component-library/bundle/clients:hasItemContext/documentation

Question about lead creation through outlook. 

When the user selects "new lead" or "add to salesforce" [the same thing] there is a set of fields that they need to populate. 

 Q1: Where does outlook pulls this info from?

Q2: Can it be edited? We have a validation rule requesting extra information to be populated. Those fields are not on that outlook form and that stops us from the creation of a lead...  Any suggestions :)??  Thank you!    #Sales Cloud #Outlook Lightning Sync #Sales Productivity #Outlook/Teams/Gmail #Salesforce

We have Lightning Sync set up and users are complaining about all the SFDC contacts going into their phone lists. We know you can remove that list from your contacts, however, when creating a new email or searching for a contact they still tend to appear on a phone.   If we remove the sync of contacts from SFDC to Outlook are we still able to attach emails to contacts in SFDC as we do now? 

#Outlook Lightning Sync

I would like to know if when i modify the subject of an event on Salesforce, the update is well syncronized and visible on the event on outlook! 

The configuration is set up on bidirectional sync.

Thanks  :) 

#Lightning Sync  #Outlook Lightning Sync  #Sales Cloud

Hi all - wondering if anyone can help me. I came across an alarming article today saying the Outlook plugin app was being discontinued in 2023, and in June 2021 you won't be able to add records from the app either. My salesforce solution is used as a corporate external stakeholder database, where my users (around 60-100 of them) use it to log activity to stakeholders records, for example meetings, interactions, phonecalls etc and that way people across the team can easily keep track on engagement. 

Through extensive user testing, I found that users would only do the admin side of this if they were to use it through outlook...because...we live in outlook constantly so there is no need for them to open up browser and its therefore less of an admin task if they can receive an email from a stakeholder and quickly just log it there and then. 

Has anyone else come across the article, and does anyone have any tips on how I can get around this without ruining my user journey?

Thanks!