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Are there any known issues with Salesforce for Outlook?
Sometimes Salesforce for Outlook sync for users who sync many contacts (5,000+), the sync may get stuck on 0% an the Salesforce for Outlook log file would display an exception that the database file is locked Sync log 2017-09-22 11:27:49,021 INFO [Contact] Resync Called 2017-09-22 11:27:52,773…
Where are Office 365 files stored in Salesforce?
This will allow our sales rep to get the latest and correct file because today, the files are stored in multiple different places, Sharepoint, Salesforce Content Library, and our public website. So we will make Office 365 file repository as the master location and it will connect to Salesforce, public website and our intranet.
Is it possible to integrate Salesforce with Microsoft 365?
Please provide integration with MS 365 cloud service. Both our Outlook integration and Lightning Sync for Outlook are supported for users of Office365. You can read more about integrating Salesforce and Outlook here: https://help.salesforce.com/articleView?id=email_integration_admin_overview.htm&type=5
Why are my search results not showing in Salesforce?
Discrepancy in search results for records from Outlook Add-in web app and global search in the Org. Due to an unexpected behavior there is a discrepency in displaying serach results from Salesforce Outlook Integration and Org global search.
How to add email attachments in Salesforce for Outlook?
Idea is generally available. When using the Side Panel as part of the “SalesForce for Outlook” tool and trying to add an Email to an open sales force case, there is no ability to add the Email attachments on the same action.
Why is my Salesforce integration not working on my Mac?
Users are unable to login to Salesforce Outlook Integration using Outlook for Mac on Mac OS Big Sur 11x. Please see this Knowledge Article for more information: https://help.salesforce.com/articleView?id=000356131&language=en_US&mode=1&type=1
What does it mean to integrate outlook with Salesforce?
OUTLOOK INTEGRATION The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.