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* Outlook/Teams, Gmail, and Inbox *

Welcome! This group is dedicated to your success with the different Salesforce integrations for Outlook, Teams, and Gmail, as well as Salesforce Inbox and Einstein Activity Capture. Join the conversation here to stay up to date on the product, learn best practices, and everything in between. Use this group to review resources, ask questions, help each other, and share experiences.

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? 

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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?
2 answers
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One of my users is receiving the following message when logging in:  "Your Salesforce admin has changed the Microsoft Office 365 authentication method. Reconnect your account."    They are the only user receiving this, and from what I can gather, it's because they at some point linked their account to Office...however, they claim to know nothing about this and don't want it.  What do I need to remove from their account so that this message goes away? 

 

@* Outlook/Teams, Gmail, and Inbox * 

1 answer
  1. Jul 25, 5:26 PM

    To help pinpoint the exact setting we need to remove, could you check a few details for me? 

     

        1. Where is the prompt appearing? Is the user seeing this inside Salesforce in their web browser, or inside the Outlook desktop/web add-in panel? 

     

       2.  Active Integrations: Is your org currently using Einstein Activity Capture (EAC), Salesforce Inbox, or the Outlook Integration for email sync? 

     

        3. User Setup Check: If you open their User record in Setup, is there anything listed under the Third-Party Account Links related list? 

     

    Once we confirm those details, we can remove the stale connection or configuration right away. 

    Be well - Katende

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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

1 answer
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We are following the instructions in the following article :  

https://help.salesforce.com/s/articleView?id=sales.inbox_graph_migration.htm&type=5

  

to upgrade our Microsoft Office 365 Authentication Method to Microsoft Graph in Inbox. As a  prior condition,  when our Azure admin clicks on the link in Option B in the following article: 

https://help.salesforce.com/s/articleView?id=000383477&type=1

 

They are getting the following consent window :  

 

Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Inbox

 

 Would anyone confirm if this is the correct consent window for the Microsoft Graph API in Azure portal? My concern is that the permission labels listed in this window, like 'Read and write user mail', 'Read and write user calendars', etc.., are not related to the Graph API. 

 

#Outlook/Teams/Gmail

 

@* Outlook/Teams, Gmail, and Inbox *

1 answer
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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 * 

3 answers
  1. Jul 13, 5:49 PM

    @Lakshmi Achary

     

    Thank you for the response! Can you elaborate modifying the above to use matching rules to only connect to Opportunity when a Contact Role matches email send value? Also, I want to associate emails to multiple contacts (if the to email matches multiple contacts on different accounts) - can this flow be extended to accommodate this as well?

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Outlook Integration side panel returns no matched Contacts for a specific email message; identical sibling message in same thread matches all Contacts correctly. Reproducible per-message, all users, all sessions.     Symptom

When users select a specific received email in Outlook and open the Salesforce side panel, no external Contacts are matched or displayed — the entire external participant list is missing, not just one person. All six external participants have existing Contact records with exactly matching email addresses.

A second email in the same thread, from the same sender, with the identical recipient list, matches and displays all Contacts correctly.

Reproducibility

  • Failure is consistent per message: the affected message fails every time it is selected.
  • Failure reproduces for every user who opens the message, ruling out per-user session, permission set, or cache state as the sole cause.
  • The working sibling message succeeds every time, for every user, ruling out org config, Contact data, and matching settings.

Anyoneon have any suggestions here?   

 

@* Outlook/Teams, Gmail, and Inbox * 

1 answer
  1. Jul 6, 8:32 PM

    Based on the symptoms, I would first look at the email itself rather than Salesforce configuration.

    The interesting part is that:

    * The same Contacts match correctly on another email in the same thread

    * All users are seeing the same behavior

    * The issue happens only for one specific message

    That usually points toward something different in the email metadata/header information.

    A few things I would check:

    1. Compare the working email and failing email headers:

    * From address

    * Reply-To address

    * To/Cc values

    * Message identifiers

    Sometimes two emails can look identical in Outlook but have different underlying header information that Salesforce uses for Contact matching.

    2. Check how the failing email was generated:

    * Was it forwarded?

    * Sent through a shared mailbox?

    * Routed through another system?

    * Generated by a distribution list or automation?

    3. If the email has been logged in Salesforce, compare the EmailMessage details:

    * FromAddress

    * ToAddress

    * CcAddress

    * Headers

    * ThreadIdentifier

    Since the issue follows the message and not the user, permissions, cache, or user settings would be lower on my troubleshooting list.

    My first suspicion would be that Salesforce is not able to correctly extract the external participants from that specific email because of something different in the message headers.

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I am looking to speak with someone who has TEAMS and SALESFORCE. Is Teams connected to Salesforce and what are some of your use cases? What can you send or review in Teams? We have the connection but are seeing limited usefulness. Please reach out, I would love to pick your brain. 

 

Thank you

1 comment
  1. Jul 5, 7:58 AM

    Hi Michael,

    We Connect with our App Q!365 from Salesforce into Teams. That way you always have the Topic as driving case of collaboration.

    Here is a sample of using Teams Chat like Slack - extending the reach of salesforce into the reach of Teams.

    https://www.qkom.de/2025/08/salesforce-channels-for-teams/

    In the blog I explain a lot if different use cases.

    Connecting both cloud creates a great workplace for your Users. Have fun reading it.

    And yes a lot of this cases started with question of our customers.

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Hi  Our Users have downloaded the Salesforce for Outlook App, but when they click on the view Salesforce button - they are prompted for their Username and Password.    We all have access to SSO, so expected them to have direct access to our org    Is there anything we should be doing   

 

@* Outlook/Teams, Gmail, and Inbox * 

1 answer
  1. Jun 28, 12:06 AM

    This is a very common gotcha — the default login screen in the Outlook integration shows username/password, but SSO is there, it's just hidden behind the Custom Domain step. Here's exactly what your users need to do:

    1. Open Outlook and click the Salesforce icon in the sidebar or ribbon to open the Salesforce panel
    2. On the login screen, look at the bottom and click "Use Custom Domain"
    3. In the field that appears, type your org's My Domain name — just the subdomain, not the full URL (e.g. if your login URL is yourcompany.my.salesforce.com, enter yourcompany)
    4. Click Continue
    5. The screen will now show your SSO login button (usually labeled with your company name or identity provider, e.g. "Log in with Microsoft" or "Log in with Okta")
    6. Click that button and authenticate through your normal SSO flow

    Once they've done this once, Outlook should remember the custom domain for future logins.

    If the SSO button still doesn't appear after entering the custom domain, check two things in Salesforce Setup:

    • My Domain → confirm "Deploy to Users" has been clicked (not just enabled)
    • My Domain → Authentication Configuration → make sure your SSO provider is checked under "Authentication Services" — if it's unchecked, users won't see the SSO option even with the right domain entered

    Hope that gets them sorted!

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Hello SF Community! 

 

Our sales reps want the ability to simply create an MS teams meeting invite from within SF (from a case, opportunity, etc). I know that the Salesforce App in MS Teams will allow you to access records from SF in this manner, but for anyone online that utilizes this,

 can you also create a Teams chat using a business email address?

  

Our  business utilizes our outlook emails (first.lastname@company.com), but our SF business emails are firstname@company.com. Hopefully this is enough info, but let me know if anyone out there has any questions. Thanks.  

 

@* Outlook/Teams, Gmail, and Inbox * @* Service Cloud * 

2 answers
  1. Jun 21, 7:54 AM

    Hi Tony, 

     

    Great question! Here's what you need to know about using alternate email addresses with the Salesforce App for MS Teams: 

     

    Short answer: The Salesforce App for MS Teams uses the email address tied to your Microsoft/Teams identity (i.e., your Outlook/M365 login) when creating meeting invites and Teams chats — it does not natively allow you to swap in a different "from" email address like your SF business email. 

     

    However, here are your options: 

     

    1. Map the correct email in Salesforce User settings: 

    Make sure each Salesforce user's Email field matches their Outlook/M365 email (

    first.lastname@company.com

    ). The Teams app uses this mapping to link identities. If the emails don't match, it can cause issues with record association and invite creation. 

     

    2. Use Microsoft 365 email aliases: 

    If your org uses M365, you can add

    firstname@company.com

    as an email alias on the user's M365 account. This way, both email formats are associated with the same mailbox, and Teams meeting invites will still work correctly regardless of which format is used. 

     

    3. Salesforce Inbox / Einstein Activity Capture: 

    If you're using Salesforce Inbox or Einstein Activity Capture alongside the Teams integration, you can configure which email address is used for activity logging. This won't change the Teams meeting invite sender, but it helps ensure activities are captured against the right Salesforce records. 

     

    4. Custom workaround via Flow + Teams Connector: 

    For full control over meeting invites with a specific email, some teams use a Salesforce Flow + Microsoft Power Automate (Teams connector) approach to generate Teams meeting links programmatically and send them from the desired email address. 

     

    My recommendation: Start with Option 2 (M365 alias) as it's the simplest and doesn't require any Salesforce config changes. Hope this helps!

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