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Cat Shelton (Solutions Consultant at Hyphen8)
Sep 28, 11:25 AM
Standard users unable to log events using Outlook Addin

I have a client who is trying to use Salesforce add in on outlook, it works for Admin users, but standard users receive a 'You do not have permission' error when trying to log events.  

 

The events are not private or recurring. The standard user has permissions to edit the WhatID and WhoID fields and they are available on the page layouts.  

 

Salesforce Support do not seem to have any ideas either.  

 

the Org is a non profit org if that helps.  

 

#Outlook/Teams/Gmail

1 answer
  1. Deepak Sharma (Cloud Solution)
    Sep 28, 12:19 PM

    Hi @Cat Shelton

     

     

    This looks like an Event permission/configuration issue rather than an Outlook issue. Salesforce specifically identifies insufficient access to the Event WhoId (Name) and WhatId (Related To) fields as a cause of the “You don’t have permission to log events” error for non-admin users. 

    Since you’ve already verified WhoId/WhatId and the page layout, I’d also check: 

    • Event object → Create/Edit permission for the affected users. 
    •  FLS for WhoId and WhatId. 
    •  Both fields are editable on the Event page layout assigned to the standard users. 
    •  Test with the same profile/permission set as the affected user. 

     

    If all of these are correct, I’d compare the affected user's permissions with an Admin user who can successfully log the event. Salesforce’s current KB specifically recommends checking the Event permissions and WhoId/WhatId configuration. 

    https://help.salesforce.com/s/articleView?id=000389661&type=1&utm_source

     

     

    Hope This Helps!! 

     

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Vincent lobo
Jun 3, 2024, 6:27 AM
What to do When Outlook PST files Got Corrupted and Will Not Open?

It can be frustrating when an Outlook PST file gets corrupted and won't open, but the solution is to repair Outlook PST files. Using Softaken PST Recovery software, you can easily scan and repair your damaged PST file data and recover it to its original state. Just download and install the software, follow the easy steps, and recover your important PST file data emails and save it. Deal with problems as soon as possible to prevent PST file data corruption and limit your productivity. This program is incredibly lightweight and easily used on any Windows platform.

2 answers
  1. Techinmay Op (SysTools)
    Sep 3, 5:52 AM

    Hi@Vincent lobo

     

     

    When an Outlook PST file gets corrupted and refuses to open, start by creating a backup copy of the original PST. You can then try Outlook’s built-in

    SCANPST.EXE (Inbox Repair Tool)

    to identify and repair common PST errors. 

     

    If the file is severely corrupted or

    SCANPST cannot recover the data, a dedicated recovery solution such as SysTools PST Recovery

    can be used to scan the damaged PST and preview recoverable emails, attachments, contacts, calendars, and other mailbox items. It can then export the recovered data into a new PST file, making it accessible in Outlook again. 

     

    For important or heavily corrupted PST files, avoid repeatedly opening or modifying the original and perform recovery on a duplicate copy instead.

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Marian Dunn (Head of CRM at London & Partners)
Sep 18, 2023, 2:00 PM
Lead creation from outlook

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

3 answers
  1. Morag Caldwell (Ethixbase360 UK)
    Aug 21, 2:38 PM

    Hi Sara, 

     

    Did you ever get a solution for this? I have a report of the same issue too. 

     

    Thanks, 

    Morag

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Neil Shafer-Ross (Database Specialist at Plymouth Housing)
Jun 19, 6:26 PM
Is Outlook Integration being retired?

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.   

2 answers
  1. Sandip Patel (United Techno Solutions)
    Jun 21, 4:18 AM

    @Neil Shafer-Ross

     

    Three different products often get confused here, so let me separate them clearly because that's the whole answer.

    You're correct that they are separate tools. Here's the breakdown.

    Outlook Integration (formerly Lightning for Outlook) is the side panel that lives inside Outlook and lets reps log emails and view and create Salesforce records from their inbox. This is the tool your org wants everyone to use, and it is not being retired. Salesforce actively recommends the Outlook Integration, alongside Einstein Activity Capture, as the next-generation replacement product, and continues to introduce enhancements for it every release. So training your team on it is a safe investment, not wasted effort. 

     

    Salesforce for Outlook is the old desktop plugin, completely different from the Outlook Integration despite the similar name. This is the product retiring in December 2027, rescheduled from its earlier June 2024 date. If your org is on the modern Outlook Integration, this retirement does not affect you. I suspect the "end of 2027" date you heard is this product, and it's getting conflated with the tool you actually want to roll out. 

     

    Lightning Sync is the third tool, and it's a background sync engine for contacts and events between Outlook and Salesforce. It's separate again from both of the above. It's also on its way out. Salesforce stopped offering Lightning Sync to new customers back in the Winter '21 release, and its real death blow is coming from Microsoft's side, not Salesforce's. 

     

    So, to directly answer your question: yes, roll out Outlook Integration with confidence. It is the recommended, actively maintained tool, and it is not being retired. The 2027 retirement applies to the old Salesforce for Outlook plugin, which is a different product. Train your users without worrying about that date.  

    -SP

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Nhat Nguyen asked in * Outlook/Teams, Gmail, and Inbox *
Sep 5, 2025, 4:02 PM
New Outlook Salesforce Add-In: "Related to Salesforce" category tag Not Working

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!

2 answers
  1. Renee Mercer (OCLC)
    Aug 19, 7:53 PM

    I dont see "Log Emails on Send" as an option for creating a new Permission Set.

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Oleg Mastriukov (Solutions Architect at Vaneigens) asked in * Outlook/Teams, Gmail, and Inbox *
Aug 3, 8:39 AM
Shared Mailbox: get correct FROM and email tracking at the same time

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? 

3 answers
  1. Sandip Patel (United Techno Solutions)
    Aug 16, 3:26 PM

    @Oleg Mastriukov

     

    There's no native way to auto-default the FROM to the shared address while keeping the add-in connected. Outlook decides the FROM behavior, and neither Salesforce nor the add-in can force that switch. So you're choosing between manual FROM selection (add-in works) or a full second account (FROM defaults, add-in dies). There's no config that gives you both natively. 

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Kurt Lahn (Indicon) asked in * Outlook/Teams, Gmail, and Inbox *
Jul 27, 11:58 AM
Is it possibel to Change view Activity Sharing

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?
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Kurt Lahn (Indicon) asked in * Outlook/Teams, Gmail, and Inbox *
Jul 22, 9:10 AM
Einstein Activity Capture Contact Sync from Outlook > Salesforce does not work.

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

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Shirley Kennedy (Associate Consultant at Clyde Ventures)
Nov 26, 2024, 10:14 PM
Looking to integrate gmail into salesforce

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?

2 answers
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    Nov 26, 2024, 11:15 PM

    You mean to automatically sync?

     

    There are paid solutions for that.

     

    For manual sync, which I recommend because there is NO business value in putting every email anyone receives into Salesforce, there are free options like the Salesforce Gmail Plug-In.

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Anas Alamour (Salesforce Administator at Access Employment)
Jul 10, 4:29 AM
Upgrade Microsoft Office 365 Authentication Method to Microsoft Graph in Inbox

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 *

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