#Outlook Lightning Sync4 discutindo

Hi everyone,

Salesforce for Outlook is being retired in December 2027, and we are currently reviewing our organisation’s dependency on the legacy Salesforce for Outlook application.

We have just enabled Outlook Integration and Einstein Activity Capture (EAC) in our Salesforce org. However, I’m a little confused about how to confirm whether any users are still using the legacy Salesforce for Outlook app, particularly because users can also install the Salesforce app from Outlook via Get Add-ins.

Could someone please clarify:

1. What is the best way to identify whether users in our org are still using the legacy Salesforce for Outlook application?

2. How can we distinguish the legacy Salesforce for Outlook add-in from the newer Outlook Integration add-in when both appear to be installed through Outlook’s Get Add-ins?

3. Is there a recommended Salesforce report, Setup page, or Microsoft 365 admin location that can help us identify all users currently dependent on the legacy application?

4. Since we already have Outlook Integration + EAC enabled, what should we specifically validate before removing the legacy SFO configuration?

Any guidance or recommended checks would be greatly appreciated.

Thanks

We are not on OAuth 2.0 but on a Service Account which will not be supported as soon as we move from EWS to Graph and we plan to move in next week and before that move away from Service Account to OAuth 2.0. What will be my steps to perform once I move from service Account 2.0 to OAuth 2.0 to retain Lightning Sync until its potential end of life on Graph? 

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