We just started using the Salesforce/Outlook integration a few weeks ago. However we ran into our first issue today. We have one person using a mac, the rest of us are on pc's, and today when she went to log an email on send the button would not work. The contact was pulling in, we just couldn't click the button.
Has anyone else had any issues with this? With it being the only Mac in our office, it's hard to trouble shoot what's going on.
I thought I had the latest version too! I was banging my head because I was like "But my users have the latest version. There has to be a different solution."
When I talked to SF support, they told me to literally follow these steps. I figured I had nothing to lose and tried the steps they offered:
1. Open any Office 365 Product.
2. Choose Help at the top.
3. Click on Check for Updates.
4. Select Manually check.
5. Check off the "Join the Office Insider program to get early access to new releases"
6. Select Office Insider Fast for the picklist value under "Choose how you get insider builds" field.
7. Click on Check for Updates.
8. After doing that, I found out I was wrong. There were more updates. I clicked to update all and it worked.
If you follow these exact steps and it still doesn't work then you might need to talk to your office 365 administrator to push the 16.24 through Insider to everyone.
In guide book it is said that we can use JobInfo.setExternalIdFieldName() to do this.
From my opinion, it should be used for the designation of Contact's external ID field.
But at the same time, we need to designate the external ID fieldpf referenced Account record.My question is how to do it.
This is the sample csv file for Contact upsert usage.
For reference, the mapping file of a success dataloader upsert operation is as following.
Appreciate for any advice or hint from you.
In this case, it should be.
Just leave the csv header as "Account.No__c", then system will automatically link the correct account record to the contact.
Sorry for confusing you.
Ususally we have SF Panel for outlook enabled and it is working fine, but we have one user where the panel appears in the inbox but not when this person replies to an email.
I assume this is a configuration in outlook but i don't know which one. For all our other users it is working.
Can someone give me a solution?
We have 2 users with Salesforce for Outlook (Outlook 365 on Windows 10) which their sidebar is appearing on the left side of Outlook or floats completely outside of the Outlook application and "floats." Has anybody else had this issue? We are on the newest version of SFO (3.4.3).
Here are some of the possibilities why you are receiving the error:
-The record associated to the approval has been deleted
-The approval request has been recalled
-Approval step has been approved or rejected.
When clicking on the notification, it should take you to the approval step record and not the record that was submitted for approval.
I hope this answers your query.
I have encountered an issue when I attempt to create a debug log :
Having an active trace flag triggers debug logging. You have 261 MB of the maximum 250 MB of debug logs. Before you can edit trace flags, delete some debug logs.
Could anyone tell me how to delete debug log please ?!
Thank you !!
Are you comfortable with the Developer Console and SOQL ?
You have to Open the developer console, write the following query in the Query Editor Tab :
SELECT Id FROM apexlog
And then select the debug log records and delete them.
Hope it helps :)
In my point of view, Classic will exist eventhough Lightning has been added with new features till the recent Dreamforce. Salesforce also tells that "Saying Hello to Lightning Experience Doesn’t Mean Saying Goodbye to Salesforce Classic".
But,the new Release Notes are now making the point that certain new features will be "available in Lightning Experience only", also we had seen that almost all Salesforce product presentations have been in the Lightning Experience since Dreamforce. So for atleast the coming two or three years, Classic will be there, as now. But we cant predict about the future business, since trends and trendsetters in Cloud are changing day by day.
Have a nice day.
I would like to integrate an instant messaging module into my community. I would like users in my community to chat with each other, by instantiating, in desktop.
It's not for communicating with customer service, but really between users.
Do you know if a module of this type is integrable with Community Cloud? My community runs under the Napili template.
Thank you in advance,
I am proud to announce that this summer, we launched our own instant messaging module. Every user in our community can chat instantly with the member they want.
This allows us to accelerate interactions between our different users, it is one of the principles of our community platform for coworkers working in our coworking spaces.
We thought it was an "impossible" development, so we are proud to have put this component into production.
Have a good day, everyone!
Using Salesforce for Outlook, is it possible to sync events from our shared Outlook calendar to our Salesforce calendar?
This way employees with Salesforce would not have to refer to the Outlook calendar, and would have everything centralized in Salesforce.
Any help is much appreciated. Thank you.
As for calendar sync - you can use Salesforce for Outlook to sync just their personal calendars so the information is matching without the need to sync emails, contacts et cetera.
You can vote for this idea
You can try this and similar appexchange apps can do this for you. Please take a look at it.
Just an FYI-
Public Calendars can be shared in Salesforce CRM and Outlook calendars can be shared.
PROBLEM: How can we sync events between a shared Outlook calendar and a shared public Salesforce CRM calendar?
SOLUTION: It can be done using a shared INDIVIDUAL Salesforce CRM calendar on a generic username:
Salesforce CRM setup:
Create a generic username in salesforce.com such as "Corp Calendar"
Log into Salesforce CRM with that username
Share the personal calendar with everyone (Setup | My Personal Info | Calendar... Add (pick group or roles with needed users), Full Access (or o.w. as needed)
Create a generic account in Outlook/Exchange
Share the Calendar in Outlook with everyone
Allows users to update calendar in Outlook and in Salesforce CRM and sync as needed.
This method will expend a Salesforce CRM license, but it will allow sharing and sync'ing of public calendar.
Hope this helps !!!
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