#Outlook/Teams/Gmail11 discutindo

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Hi - we used to be able to create leads directly from Outlook but now we can only create contacts. Does anyone know why this has happened and how we can rectify it?

Thanks

Marian

Good morning.  Can someone help me understand the upcoming Lightning Sync retirement, and if that will also affect Outlook Integration? I think they are separate tools, but I'm not certain.   My org wants every user to start using Outlook Integration to log emails in Salesforce, but I'm not certain it's worth the training time if the tool is going to be retired at the end of 2027.   

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!

I have a shared mailbox that needs to (a) send with the correct FROM address by default, and (b) have email tracked to Salesforce via the Outlook Integration add-in. 

What I tried so far:

1. Auto-mapped shared mailbox — Tracking works, but users must manually select the shared mailbox in the From field every time; Outlook doesn't default to it. Too easy to send under the wrong identity by mistake.
2. Shared folder (delegate access) — Same FROM problem as above, no improvement.
3. Manually added as a second full account — Fixes the FROM problem; Outlook correctly defaults to the shared address in that context. But the Salesforce add-in no longer connects at all in that context, so nothing gets tracked.

It's a known limitation that shared mailboxes won't work with the add-in. What are the options left then? What's the best setup possible in this situation? 

We try to change the View Activity Sharing under My Settings > Email > Einstein Activity Capture > Sharing Settings > "Change" 

We like to start with Events  via Einstein Activity Capture and later with contacts and then with email. 

To avoid confusing users, only event information should be visible. Is it possible to adjust this view accordingly?

Einstein Activity Capture Contact Sync from Outlook > Salesforce does not work.

Contact Required Fields in Salesforce are 

• Account Name
• Last Name
• Telefon/Mobiltelefon
• Email

We get no Error message it just not working.

Is there a specific setting?

The Event synchronization works without a issue.

Thanks for your help.

Kurt

We currently utilise Salesforce to send outbound emails from various objects, however the responses go directly to the senders gmail.  We are looking to integrate these responses into salesforce to enable visibility and allow tracking for other users in the activity panel.

What would be the best way forward?

Main concerns are email thread tracking, emails tagging to unrelated records, etc. We see the email at the contact level but not consistently at the account level in the timeline. Only able to connect to one contact record (previously the email would be shown on as may contacts as email matches) and Opportunity references which is not following the email of the contact role. Has anyone else experienced this? Any suggestions for how to remedy within the Email to Activity managed flow?

@Salesforce Flow Automation @* Service Cloud *