Hi everyone,
I’ve encountered an issue and wanted to check if anyone else has experienced the same.
In the past, with older versions of Outlook, I was able to drag and drop emails or PDFs directly into Salesforce's Notes and Attachments or Files section without any issues. However, with the newer version of Outlook (Office 365 - Microsoft Outlook Version 1.2024.1124.100), this functionality no longer works.
Some context:
- We are still using the Notes and Attachments feature (haven’t fully transitioned to Salesforce Files yet).
- The Salesforce instance is accessed via a web browser (Lightning Experience).
- It seems like the new Outlook version handles files/emails differently, making the drag-and-drop feature unresponsive.
Has anyone else faced this issue and how were you able to resolve it?
I’d greatly appreciate your insights or any advice on how to address this issue effectively. Thanks in advance!
Best regards,
Valentina
4 个回答
Manoj Nambirajan (Dell Technologies) Forum Ambassador
@Valentina Hatos unfortunately this is an open idea i suppose. encourage you to upvote