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#Outlook/Teams/Gmail41 discussing

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. Yesterday, 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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I have two mass email templates with images. Is there any way to automatically make the images appear when opened vs recipients needing to click download pictures?  I don't want to send them as attachments because I suspect that would cause an even higher undeliverables rate.   

3 answers
  1. Jun 17, 12:49 PM

    Yes, that's exactly as I expected, but my team wanted a different answer. Thanks for confirming, now it's not just me saying it to them :)

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Hi,

 

I have a Squarespace domain which is connected to Google Workspace for the email address, e.g. mydomain.com, email address me@mydomain.com.  I want to be able to send emails from salesforce with the from address being me@mydomain.com and do what I need to in order to prevent those emails from ending up in spam.  I added the Salesforce SPF record to Squarespace (v=spf1 mx include:_spf.salesforce.com ~all), created the DKIM keys and added the CNAMES to Squarespace, but can't seem to activate the keys in Salesforce (Activate button is dark).  I must be doing something wrong. I admit to not fully understanding the concepts even after reading the documentation in all three products (Squarespace, Salesforce, Google).  Any help on this is much appreciated.  

Thanks.

 

Lew

4 answers
  1. Jun 16, 7:56 PM

    @Siddhesh Paratane

    I just went through this process and using your example, you'll want to put this in the Name field: key1._domainkey 

    And this in the Data field:

    key1.abcdef.custdkim.salesforce.com

     

     

    I created a separate custom record in Squarespace for the Alternate CNAME Record in Salesforce.  

     

    As soon as I entered that data, the 'activate' button became clickable in Salesforce. 

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Hello 

 

When sending events from Salesforce or Outlook they arrive to customers just fine.  However the customer does not have a way to repond to the event (there is no accept/decline option).  When sending from Outlook they is a little more information in the invite, but when sent from events in SF, there is very little.  Could be a MS Exchange issue (we are old school) I guess... 

 

End of the day we need to be able to send invitations that customers can respond to and we can see their responses. 

 

Thx 

 

@* Outlook/Teams, Gmail, and Inbox * 

1 answer
  1. Jun 12, 12:40 PM

    Hi @Andrej Kolaja

     

     

    This is expected behavior in many Salesforce setups. Events sent directly from Salesforce are often delivered as informational emails rather than full calendar meeting requests, so external recipients may not see the Accept/Decline options. 

     

    Since your requirement is for customers to respond to invitations and for those responses to be tracked, the recommended solution is to use Outlook Integration/Salesforce Inbox and send meetings through Outlook. This sends a proper calendar invitation that recipients can accept, decline, or mark as tentative, and their responses can be synchronized back to Salesforce. 

     

    Recommend reviewing your Exchange configuration to confirm that calendar invitations are being processed correctly.

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Hi 

We use the Salesforce Outlook Integration App - with the side panel to log emails from Outlook for some Teams who don't want to use Email to Case. 

 

We are using - Outlook Integration- Is this still going to be allowed  

Outlook for Salesforce App - Is it being discontinued?

 

 

 

#Outlook/Teams/Gmail

1 answer
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Since updating to SLDS2 and Dynamic Forms we've had an issue with uploading emails via the Outlook add-on. 

  

My team need two particular field visible for logging emails to cases- Case Number and a text field 'Subject'.  

  

Updating Compact Layout to put the necessary fields at the top of the included fields means that now Case Number is visible, but Subject is sometimes remaining blank despite being a filled field on SF. And most strangely even when the field appears blank on the add-on when hovering over the area the necessary text does appear. 

 

Editing the email application panel itself in lightning does not appear as a viable solution, as the Accounts, Opportunities and More competent doesn't allow editing on a field level.    

 

Advice very gratefully received!   

SLDS2 - Visibility of Custom Fields

 

Blank subject field after updated Compact Layout.

image.png

 

Required field available in hover but not 

image.png

 @* Salesforce Developers *

1 answer
  1. May 26, 9:44 AM

     It seems like the issue may be related to how SLDS2 and Dynamic Forms render fields inside the Outlook add-in. I would recommend checking the field-level security, page layout assignments, and whether the “Subject” field is included in the compact layout for all record types. Also, try clearing Outlook add-in cache or testing in another Outlook profile/browser to confirm if it’s a UI rendering issue. Since the text appears on hover, this looks more like a display bug than missing data. 

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Many users are now suddenly having issues logging into the Salesforce application in Outlook. Oddly, it works on and off without interference. 

After logging in with Single Sign On and accepting the terms. The login menu returns, creating an endless loop.  

Is this a Microsoft issue or a Salesforce issue?  

 

Sudden Issue with Outlook Salesforce LogIn

 

@* Outlook/Teams, Gmail, and Inbox *

 

 

#Outlook/Teams/Gmail

4 answers
  1. Jun 1, 6:13 PM

    @Luke Jeanlouis and @Riju Jain - I upgraded my org's production instance to Graph this morning and that fixed my user's connection issues. I didn't plan on that fixing it, it was a happy accident. The EWS to Graph enforcement isn't supposed to happen till later this summer so it's frustrating that something's causing it to fail behind the scenes. 

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We are trying to customize what folks are able to do in their Outlook integration. I have followed all the instructions I can find - used the lightening app builder to adjust the bulk of the panel and tabs, found the publisher layout and added the new records I want folks to be able to create, made sure the standard layout is assigned to all users. But no matter what I adjust, I cannot seem to get the changes to reflect on the New Records that are displayed at the top of the page (by clicking the plus sign). In addition, the only option for "Add to Salesforce" for contacts found in the email but not SF is to create a New Lead. We don't use Leads or Cases, so I'd really like to eliminate those options and allow new contacts to be added as contacts. 

 

Any ideas? Many thanks in advance!

2 answers
  1. Jun 1, 3:40 PM

    @Marie Chough

    the first thing you need the Global Actions for create New Contacts.  Then if you are using Outlook Integration And Lightning Sync -> specific 'Email Application Publisher Layouts' -> you need to add/remove the Global Action into the specific layout on Quick Actions OR If the profile in use is not assigned in a Email Application Publisher, so you need to add/remove it on Setup -> Publisher Layout Quick actions, for the Publisher Layout assigned to the profile. 

     

    Some links: 

    'Add to Salesforce’ Button in Outlook Integration and Gmail Integration Is Not Available

     

    Assign Email Application Publisher Layouts to User Profiles

     

    Customize Email Application Action Menus

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One of my users has run into an issue logging into the Salesforce plugin this morning. He opens up Outlook Web Access and hits the Salesforce button, then goes to log in; it puts him through asking for credentials, asking for two-factor, requesting that he link Outlook to Salesforce, and then.... brings him back to the button  saying log into Salesforce. This happened multiple times and was demonstrated while I watched. I had him try logging into the Salesforce plugin in Outlook Classic instead. That actually worked; he had to do all the other steps (I mention this because he said he doesn't remember the last time Salesforce asked him to link his Outlook to his Salesforce account), but at the end of the chain it let him log in all the way and save emails/related data/etc. to Outlook. Was there a system update or change of some sort that's causing a problem for OWA users or is this something I need to open an individual case about?   

 

@* Outlook/Teams, Gmail, and Inbox * 

3 answers
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