#Salesforce Outlook Integration0 人がディスカッション中

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,

I received a ticket where the user wanted to log an email. However, the AddIn does not respond to a click on "Edit" in the "Log Email" section. I have tried the following things so far:

• Logout on the AddIn
• Using the new Outlook
• Using OWA
• Delete cookies and all website data (F12)
• Deleting the user in the Salesforce settings

The problem is that I can't reproduce this as it works for me. For those who use it the least (like admins) it always works the best :D

I hope you can help me solve the problem.

Thank you

#Salesforce Outlook Integration

Has anyone had this issue before? My addresses are changing through some auto process or trigger. It's also using one of my user's accounts and she did not do any of this, nor was she on salesforce at this time of day. It's also using other accounts in other scenarios. From what I can find, I have turned off all processes that involve address updates.

I have spent a long time trying to figure this out. Salesforce Support says it is past their scope because we use other integrations that could be causing the issue.

From observation, it appears that the entire address is being mapped into the mailing street. Then another auto process is trying to fix it, then it's triggering the first process again. 

Here is one specific contact example:

Here is another example that is similar but different. I have cleared this person's address to blank at least 5 times because she no longer lives here and we do not have her new address. It's like the address is being stored somewhere else and then the automated process is feeding it back in somehow? I have tried clearing from the contact level, the household level, and even completely deleting the related address in the contact. Still every time it is coming back.

Issues with new Salesforce Outlook Integration

Looking to replace old Salesforce for Outlook with the new Salesforce Outlook Integration.

I have activated in a Sandbox and have the feature working in both Outlook365 Web and Outlook Desktop client.

However I have seen some issues with the app such that I'm not 100% certain this is the way we should go.

1. If you are creating a new email and select to Add to Salesforce on Send there is no option to include attachments.  This is only available if you add an existing email (Sent folder for example) after you have sent it.
2. If you edit opportunity from the app and update the stage the opportunity's probability is not updated to match the new stage!  This is a pretty big issue for us as users assume probability gets updated when they change the stage.
3. Can only "pin" the salesforce side-panel with outlook365 web app but not with outlook client?  This will be very frustrating for Outlook desktop users having to click the salesforce cloud icon with each email!!

If anyone has also experienced above limitations or other issues when deploying the new app love to hear from you!   Also if anyone has suggested workaround or solutions to the above please do let me know.

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