Pardot Engage Outlook Add-in - Does anyone know where or how Engage fits in in terms of the overall plans Salesforce has for Outlook Integration? At Dreamforce it was announced that all Email Integration was being combined under I believe the Lightning for Outlook Umbrella. However since then I have seen still a ton of clients who are still using SFO. I assume EAC is just falling under LFO but it would be great to know what one off plug ins like Engage which we have a client who wants to use it is going to remain a supported option or is there something replacing it for Pardot users?
@Damien Joly We opened the case and Salesforce assigned it to a Pardot support person for some reason and she does not cover the Outlook Engage integration so she is now escalating it to another area in Salesforce.
In the meantime we are also opening a case with Microsoft. So far we have fixed a bunch of Salesforce configuration settings the client had wrong like not having Email to Salesforce setup and some permission sets, but those are not the issue.
The client enabled and installed the Salesforce add in, but we are not able to see the add-in show up in the Outlook Client.
Per the diagnostic I shared previously it seems that Salesforce is not reaching Outlook. Would that cause the add in not to show in the ribbon? I would think the addin would show but the data would not show up.
Any thoughts on things we could try would be greatly appreciated while we wait for Salesforce to assign this to the correct department.
Thank You
Howard