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.
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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 !!!
Check my latest blog topics on http://www.vinaychaturvedi.com/
=CONCATENATE(P3,Q3)..Not a Solution.
So if anyone knows in Excel or Salesforce please let me know.
The Known Issue on https://success.salesforce.com/issues_view?id=a1p300000008ZOyAAM Doesnot have a work arround for Person Accounts any suggestions ?
Doesnot have a work arround for Person Accounts any suggestions ?
My workaround is to use the Account lookup in the Side Panel instead of Contact and add a workflow to fill in Contact field on Case creation.
- Add Account lookup field to the In New Case Global Action layout. You can hide Contact lookup to save space since you can't use it in SFO anyway.
- Create a formula field on Case to pull up the Account's corresponding Contact ID (Account.PersonContactId). The field has to be available to everyone who uses Cases but does not have to be on any page layout.
- Create a process (I used the Process Builder) to populate Contact lookup with that formula field's value. My process runs on Case Create and conditions are [ContactID is Null AND AcountID is Not Null].
is there any way to automatically update the time zone in Salesforce when they travel without having to go into their personal settings every time? The sync does not work unless the time zone in Salesforce matches the time zone on Windows.
I have seen a couple articles that are a few years old and wanted to know if there has been any update to this.
I found the following idea about automatic time zone updating: https://success.salesforce.com/ideaView?id=08730000000Z87QAAS
Please feel free to vote it up.
I also consulted with the team and unfortunately, currently there is not an option to automatically update the time zone in Salesforce. When users move to a different timezone, they will need to update the time zone in salesforce org as per the local time zone.
Please take a look at the following article: https://help.salesforce.com/apex/HTViewSolution?urlname=Changing-Time-Zone-for-users-and-the-Org&language=en_US
Hope this helps!
I then went to this link to install Office 2010 PIA independently:
However this did not work either. It would extract the .msi file successfully, but running the .msi file would not work - it would only start to load and then just vanish with no error messages...
Any help would be greatly appreciated
Software in use:
Windows 7 Pro 32 bit
If Office 2010 Primary Interop Assemblies is present in the list, right click and select Repair.
Then restart the Salesforce for Outlook installer and it should work...
If it is not present on the list, download and install Office 2010 PIA from the microsoft website:
After it has been installed, you will have to do a repair on it as well to get the SalesForce for Outlook installer to work!
However, I can't seem to figure out how to get the PDF to attach to the Mass email correctly - it keeps attaching as (file name)_pdf.html in the email that is received by the recipient.
I've asked this question before, but must have no been specific enough, because the respondent told me to do exactly as I have already done (attach in the HTML Template). If this would have worked, I wouldn't be asking lol.
Here is an example of some HTML code with a PDF document.
Here is a link to a file.
Click here for W4</a>
Just a test
If you create you HTML email template like above it will look like this:
Send yourselft a test and see how it works.
- Had to disconnect my id from the Salesforce App for Outlook as it can not co-exist with Salesforce for Outlook
- Close Outlook and Salesforce for Outlook.
- Click on start type %appdata% > Salesforce.com > Salesforce for Outlook > (rename DB folder to DB-old)
- Optimize Internet Explorer by following below link:
- Relaunch Outlook and Salesforce for Outlook: login with Salesforce production ID.
Thanks in advance
You can take a look here app available on appexchange SharePoint Integration for Document Storage (https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003Ix4XEAS)
Or Take a look this link How to integrate SharePoint with Salesforce? (http://www.algoworks.com/blog/salesforce-sharepoint-integration)
Hope it helps you :)
Go to the http://www.Corel.com/ website and download a trial of the latest version.
They also have support page
Which version of Coral here is two
You can try doing it with Microsoft Word.
As: Insert -> Picture -> From file.
Or try use CDR Repair Kit http://www.cdr.repair/