Salesforce - Outlook Integration

[@sksabirnavrangabadi892]

awesome video very helpful

[@salesforceatlas]

Thanks, Sksabir! 😊

[@tarikerdalargin]

Good job, thank u

[@KathrynAdelman]

Thank you! At 4:40 when you are viewing the "Quick Actions" Is there a way to customize those layouts in outlook. For example, I have required fields for cases that I would like to be displayed in my outlook view. Right now the default only shows a few fields and I'm not sure how I can show my required fields in order to actually be able to save the case from Outlook.

[@salesforceatlas]

Hi Kathryn, have you tried creating a new action with the layout you need and adding this new action to your email application publisher? Custom action could work better for you instead of using standard one.

[@Mr.Incog-fx1]

Hi, could u pls make a video on how to sync salesforce calendar and outlook calendar.

[@sundarelipe3749]

Good info

[@salesforceatlas]

Thanks, Sundar! 😊

[@BhaskarGujjula-k2n]

Hi, thank you so much for your video, is there any way that we can automatically log email responses of leads/contacts to lead/contact activities?

[@VishalPawar-xo3yv]

Hi, I want connect outlook calendar with Salesforce calendar. will u please make video on that

[@salesforceatlas]

Hi Vishal, thanks for reaching out. I will have a look!

[@stevenrix4515]

I cant get this work pn ipad.. do you have a workaround for case like this?

[@lulyai]

on contact record on email activity send! when receiving reply, the attachments are not coming with it? do you have a solution of it?

[@Renato.PLopes]

Is it possible to do it in another email provider instead of outlook and Gmail ?

[@abhishek_Gupta25]

how to diffrence this reocord is created from outlook OR ORG?

[@ShailaReddy-n9l]

Hi, I cannot see the add-in(Salesforce) in my outlook account. Can you explain where is it?

[@RMDad358]

Question, does record type impact whether or not the quick actions populates? I am asking because I am seeing I am only seeing Events as an option when I select the create button.

[@AdityaKarhade-q3b]

I am not able to find the Salesforce add-in in my outlook, can you please help?

[@RohitJamdar-dc1hk]

Does it also syncs task? I was only able to sync Events email and contacts

[@salesforceatlas]

Hi Rohit! Yes it should, double check your sync settings. See if you have SF to Outlook or both ways, also check if you have selected not to sync private tasks.

[@salesforceatlas]

Also find this useful link for your requirement, it explains which tasks don't sync help.salesforce.com/s/articleView?id=sf.outlookcrm_sync_tasks.htm&type=5

[@sobanwaqar1192]

I have tryed to connect. I followed the whole procedure but the problem is when i logged in from outlook side panel its just start loading and never stop..i dont. Know what to do

[@irinavasch8237]

What happen if the "customer" answer that email? I see that you can see the emails you sent, but not the answer you may get. How can you do that? Thank you

[@jerryraju6293]

I did follow ur step, but im not able to find Salesforce in my outllook, can you suggest me. how can i get it.

[@acsmith1975]

For some reason in our activity panel there is now Contact creation option, only Lead and Task? Anyone know how to get the option to create a new Contact into the "+" menu?

[@harshsuri1245]

I try to integrate Outlook by my salesforce and i able too , but when login in it showing me loading only

[@kaybello2054]

Thanks

[@vikassomvanshi1848]

if possible please make vdos on data security like 4 layer org, obj, field and record level security...and more on reports n dashboards and flows in detail step by step explanation on these topics...

[@salesforceatlas]

Hi Vikas, thanks for the suggestions! I will look into this in the future 😊

[@alexisorlandohuamanchumohu686]

I have a doubt so that other users can access this they must have some permission?,Thanks.

[@salesforceatlas]

Hi Alexis! You must enable 'let users access Salesforce from Outlook' (go to 0:45 min in this video), also it is only suitable to paid Office356 accounts so yes each users will need a Microsoft license. Once this is sorted you can run user mapping in Salesforce and see which users can access this feature.

[@megganlandis1549]

Thank you so much! Do you know if there is a way to share your Microsoft 365 calendar with others when it is synched to Salesforce?

[@salesforceatlas]

Hi Meggan, I haven't touched on this but worth looking into this article: help.salesforce.com/s/articleView?id=000385530&type=1

[@isaacfraustro]

Hello! THanx for the video. Where can i customize the fields that i need to see and record in outlook? Also, i dont see the Lead object in outlook. Where can i setup those things? THanx!

[@salesforceatlas]

Hi Isaac, thanks! Have you looked into creating update actions and adding them to the 'email application publisher layouts'? Action layouts can be configured in any way you want.

[@AgnèsLANTOHENITSOA]

Hi, your video is very helpful Just i want to know what happens if you click "add to salesforce" in the salesforce pannel, i want to see the button 'create new contact' and 'create new lead' from this but i have 'new lead' only. Can you help me please?

[@salesforceatlas]

Hi Agnes, salesforce have an issue with defining a 'new contact' button because it can be linked to different record types. Worth raising this question in salesforce community for more responses. Good luck!

[@elamathimathi6534]

hi How can i add a field in outlook while create contact which the column already available in contact object as org specific

[@salesforceatlas]

Hi Elamathi, you will need to do field mapping and specify which fields should be linked with outlook. Here take a look at this help article help.salesforce.com/s/articleView?id=sf.outlookcrm_personal_config_mapping.htm&type=5

[@mathivcet1411]

@@salesforceatlas Hi, Thanks for your reply. I tried this link, but I am getting error. Need to find the set the column in Outlook and link that column with our salesforce column. Can you please help me to find/create column in Outlook.

[@JB-cu7nk]

Thanks for your video. I currently have an outlook email that has been integrated into Salesforce. So basically all campaigns that we send out come from this specific outlook email. I wanted to change that email to a different one (i.e I want to change the "from" email people receive in a campaign). Can you please let me know how to do this? I cannot find an answer anywhere because under "my email settings" in salesforce lightning the "send through office 365 connected email account" is greyed out with the old email address and does not allow me to change it. Thanks so much :)

[@salesforceatlas]

Hi Joe, have you tried setting up a user in SF for general comms/integration and give this user the new email address, or setting up a new outlook integration? Or what if you change your email settings to 'send through salesforce' and fill out the new 'from' details?

[@JB-cu7nk]

@@salesforceatlas Hey your second method works to just do the send through salesforce! That is awesome. Thanks :)

[@salesforceatlas]

@@JB-cu7nk awesome!

[@Pixelatedroblox]

Hi, we've completed the outlook integration for our org but I was curious as to how many users were actually using it to create new contacts in Salesforce. Is there a way to know? Also is this outlook integration going away in Summer 2024?

[@salesforceatlas]

Hi there, yes Salesforce are retiring 'Salesforce for Outlook', and users can't create new records from Outlook's side panel. SF removed 'new records button. However, you can still sync SF with Outlook if you use 'Outlook Integration' and 'Einstein Activity Capture'. And if you use it, then my guess is that you can have a default value in a field like 'source' to show Outlook. You could update it in your publisher layout.

[@salesforceatlas]

Salesforce for Outlook is an older product. It is different to Outlook Integartion and Einstein Activity Capture.

[@sabinaaliyeva4622]

Hello thank you for your video. I have issue that I cant add new components on compose like avaliability ,tracking emails etc. How it should be done?

[@salesforceatlas]

Hi Sabina, thank you. See if you can add them as new actions under 'email application publisher layouts'. Or you could add availability to tasks then you can track tasks/email logs.

[@Aynur553]

I can not see my Calender / Event in my outlook, why?

[@salesforceatlas]

Hi Ruby, maybe your sync isn't working both ways / bi-directional syncing. If that's the case you just need to adjust your settings

[@minalsalodkar3651]

How outlook attachment save in files

[@salesforceatlas]

Hi Minal, sorry haven't tried myself. Perhaps, you can find files within salesforce console in outlook and attach them manually..

[@naveenreddy2223]

you look like Kristen Stewart 🥰😜

[@salesforceatlas]

Nice, I like that thanks! 😄

[@ilikericebowls7564]

Pp

[@hiteshalgamwar9493]

what about the Event or the meeting details from the outlook I want to it in my salesforce calender the how we can do that @Salesforce Atlas

[@Aynur553]

Did you find a way?

[@salesforceatlas]

Hi Hitesh, in Setup go to Activity Settings and check your settings. Also double check your calendar settings trailhead.salesforce.com/content/learn/modules/sales_admin_maximize_productivity/work_smarter_calendar_events

[@salesforceatlas]

Hi Ruby, double check your Activity Settings in Setup and take a look at this article about calendars trailhead.salesforce.com/content/learn/modules/sales_admin_maximize_productivity/work_smarter_calendar_events