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#Outlook/Teams/Gmail23 人正在讨论

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 个回答
  1. 8月19日 19:53

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

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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 个回答
  1. 8月16日 15:26

    @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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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 个回答
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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 个回答
  1. 7月25日 17:26

    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 个回答
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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 个回答
  1. Vuk Stajic (MVRK Inc.) Forum Ambassador
    2024年11月26日 23:15

    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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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 个回答
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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 个回答
  1. 7月13日 17:49

    @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 个回答
  1. 7月6日 20:32

    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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Hi Salesforce  Microsoft moved the hard end of EWS from October 26 to April 27.  https://techcommunity.microsoft.com/blog/exchange/exchange-online-ews-your-time-is-almost-up/4492361  Will Lightning Sync continue to run?  That would help companies to move with time and concept to a new solution   

1 个回答
  1. 6月30日 01:37

    @Andreas Rosen

     

    The short answer: yes, Lightning Sync will keep running past October 2026 and up to April 2027, but only if you take a specific admin action first. It won't keep running automatically.

     

    Microsoft's new plan isn't a single hard cutoff. It's a phased, admin-controllable disablement that begins October 1, 2026 and concludes with permanent shutdown on April 1, 2027. The critical part is what happens by default at the October date. Beginning October 1, 2026, EWS is blocked unless the tenant configures an AppID Allow List and sets EWSEnabled=True. Without admin action, Microsoft sets EWSEnabled=False and EWS apps stop working. 

     

    So for Lightning Sync specifically, this means: if you do nothing, your sync likely breaks in October 2026, not April 2027. To get the full runway to April 2027 that you're hoping for, your Exchange admin needs to add the Salesforce EWS app to an AppID Allow List and set EWSEnabled=True. Microsoft recommends doing this before the end of August 2026, because tenants that complete it before the deadline are excluded from the automatic October 1st blocking. After April 1, 2027 there are no exceptions and no extensions. 

     

    On the Salesforce side, the position is consistent with this. Salesforce confirms that Lightning Sync configurations using EWS won't capture or sync data after EWS is retired, and recommends either migrating the Microsoft connection to Microsoft Graph or moving from Lightning Sync to Einstein Activity Capture. Worth knowing that the Graph connection for the Microsoft side is still relatively new, so test it rather than assuming a clean swap. 

     

    So to directly answer your planning question: yes, you can buy yourself the time to April 2027 to move to a new solution with proper concept and care, which is exactly the sensible approach. But that extra time is not automatic. The action item is to have your Exchange admin set up the AppID Allow List with EWSEnabled=True before end of August 2026. Miss that, and your bridge collapses in October 2026 instead.

     

    One thing I'd flag for your migration planning, since you mentioned wanting to move with proper concept. If your end goal is Einstein Activity Capture, be aware of a key behavioral difference. Lightning Sync syncs contacts and calendar events. EAC covers events and contacts too, but it does not support shared calendars, resource calendars, or delegated calendars. If any of your users rely on shared or room calendars flowing into Salesforce today, that's a gap you'll want to design around before committing, rather than discovering it mid-migration. Better to surface that now while you have the runway. 

    -SP

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