Some of my users have long email chains that they want to log in activities for a Client or an Opportunity. Is there a way to do this through the Salesforce extension without having to log every single email individually, or is there a way to log the full chain / conversation at once?
We have the Gmail email integration and Salesforce extension for Google, for reference.
#Salesforce Admin #Outlook/Teams/Gmail #Help
Hi everyone,
I’m using the Salesforce Chrome Extension to log calendar events to Salesforce, and I’m running into an issue specifically with shared Google calendars.
Environment:
Scenario:
Issue:
When I try to log a shared calendar event to a Contact in Salesforce, I receive the following message:
Even after authenticating, the behavior is inconsistent, and shared calendar events still don’t reliably log.
Observations:
Questions:
Any insight into how Google account access and shared calendar permissions interact with Salesforce integrations would be really helpful.
Thanks in advance!
#Outlook/Teams/Gmail
Try this native Googel Workspace Addon
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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
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:
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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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 Recoverycan 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.
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
Hi Sara,
Did you ever get a solution for this? I have a report of the same issue too.
Thanks,
Morag
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.
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
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:
Has anyone else run into this issue?
Any guidance or troubleshooting tips would be appreciated.
Thanks in advance!
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:
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?
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.
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?
thanks for the information
but I still see the Information on the view.
Regards
Kurt
Einstein Activity Capture Contact Sync from Outlook > Salesforce does not work.
Contact Required Fields in Salesforce are
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
Hi @Kurt Lahn
-
Have you looked at this article already:
https://help.salesforce.com/s/articleView?id=000391942&type=1
Thanks!
