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.
- 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.
- 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.
- 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.
@* Sales Cloud - Getting Started * @* Sales Cloud - Best Practices *
Is this what you mean @Shirley Lafuente
Once you have the side panel open in Outlook, you click on the pin at the top right hand side of the screen. The pin shows as upright once you've clicked on it to pin it - as above.
