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Abhilash MuraliAbhilash Murali 
I am in process to integrate with Call Fire and for that I need full url of all leads in ONE field. I exported the Ids and pasted the URL(since its same for all) in two diff fields in EXCEL but cant combine it. I tried using "&" way and Caoncteanate function as well>>>
=CONCATENATE(P3,Q3)..Not a Solution.
So if anyone knows in Excel or Salesforce please let me know.
Thanks

 
Best Answer chosen by Abhilash Murali
Eric StephensonEric Stephenson
Abhilash, I see Martin has kindly provided some suggestions, please take a moment to select a "Best Answer" to help others in the community with similar questions. Thank you both for your contribution to help Make Answers Great Again.
Siddharth MadhavSiddharth Madhav 
The Known Issue on https://success.salesforce.com/issues_view?id=a1p300000008ZOyAAM 

Doesnot have a work arround for Person Accounts any suggestions ?
Best Answer chosen by Siddharth Madhav
Olga LozaOlga Loza
Yes! We use Person Accounts and because of it cannot populate Contact lookup on Cases from the Salesforce for Outlook (SFO) Side Panel Global Action.

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.
  1. 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.
  2. 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.
  3. 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].
Having Contact linked to Cases is essential for the standard Case functions, such as new comment and case close notifications. Unfortunately, Person Accounts are still lagging behind in SFDC development and support. This workaround works well for us.
Jared ActisJared Actis 
Our company is just implementing Salesforce and our users have been using a tool that is just like Outlook for Salesforce with our old system. Now that I am getting it downloaded on everyone’s machines, it looks as if there is going to be a problem with the Time zones. Many of these users are sales people and travel.

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.
Best Answer chosen by Jared Actis
MiglenaMiglena (Salesforce.com) 
Hello Jared,

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!
Alex Villas-BoasAlex Villas-Boas 
I get this message every time I try to install Salesforce for Outlook.
User-added image
I then went to this link to install Office 2010 PIA independently:
http://www.microsoft.com/en-gb/download/details.aspx?id=3508

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

Alex

Software in use:
Windows 7 Pro 32 bit
Office 2010

Best Answer chosen by Moderator (salesforce.com) 
Alex Villas-BoasAlex Villas-Boas
After much testing, I have finally found the solution to this problem. If you encounter the same problem as seen in the image above, first check that Office 2010 Primary Interop Assemblies is not already installed on your computer. You can do this by going to Control Panel > Programs > Uninstall a program

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:
 http://www.microsoft.com/en-gb/download/details.aspx?id=3508
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!
Jessica BJessica B 
I have an HTML Email Template that includes a link to a PDF that is hosted on our company's website (outside of Salesforce), but I also want to attach the actual PDF file to the HTML Email Template. I have uploaded a PDF file that is 1.28mb in size in the HTML Email Template detail page, that is present at the bottom of the page under the HTML version and Text version (see screen shot below).

HTML Email Template - Attachments



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. 

Help?





Best Answer chosen by Moderator (salesforce.com) 
Larry BurttLarry Burtt
You will need to set up the HTML email template with an embeded HTML link to the document you want them to open, presumable on you website or other hosted site.

Here is an example of some HTML code with a PDF document.

---------------------------------------------------------------------

Here is a link to a file.

<a href="http://www.irs.gov/pub/irs-pdf/fw4.pdf">
Click here for W4</a>
 
Just a test

----------------------------------------------------------------------

If you create you HTML email template like above it will look like this:

User-added image

Send yourselft a test and see how it works.

Good luck,

Larry

Laura SpenceLaura Spence 
I am trying to get the Salesforce Side Panel to load in Outlook 2013. I was successful when I was using the Sandbox but I can't get it to work in Production. My role has access to the sidepanel and the sidepanel has been activated in the configuration. One interesting thing as I read old posts is I don't have SalesforceForOutlook listed in the register. The addin panel is there but not SalesforceForOutlook.
Best Answer chosen by Laura Spence
Laura SpenceLaura Spence
The following solved the issue.
- 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:
https://help.salesforce.com/apex/HTViewSolution?urlname=Optimal-Settings-for-Internet-Explorer-Browser&language=en_US
- Relaunch Outlook and Salesforce for Outlook: login with Salesforce production ID.
Sanne Kjær SørensenSanne Kjær Sørensen 
I am looking for a Video demo of an integation to Sharepoint Documents (all accounts got an folder on Sharepoint). Anybody got experience with the differen apps on appExhange e.g. http://www.collabfactory.com/SFConnector.aspx
Thanks in advance
Best Answer chosen by Sanne Kjær Sørensen
Pritam ShekhawatPritam Shekhawat
Hi Sanne,
               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 :)

Thanks,
Pritam Shekhawat
Rudolph MaierRudolph Maier 
I have a few users here at my work that use the Corel Draw application to create certain types of Labels, etc.  In our engineering department, there are documentation specialists that need to open up some of these files and put the pictures into documents, manuals, etc. as well as grab the part numbers and other things.  The files have a .CDR file extension to them and I have searched the web for about 2 hours so far with no results.  I have downloaded about 20 apps that said they opened .cdr files (along with all the other extensions) and when I installed it and go to open a .cdr file, the application doesn't open it.  I've been on Corel's website and couldn't even find anything there.  
Best Answer chosen by Rudolph Maier
henry mosleyhenry mosley
Maybe a version problem with Corel?
Go to the http://www.Corel.com/    website and download a trial of the latest version.
They also have support page
http://support.corel.com/scripts/rightnow.cfg/php.exe/enduser/std_alp.php
Which version of Coral here is two

http://support.corel.com/scripts/rightnow.cfg/php.exe/enduser/std_alp.php?p_sid=twNbrgIi&p_lva=&p_li=&p_page=1&p_prod_lvl1=15&p_prod_lvl2=%7Eany%7E&p_search_text=+.CDR+files+not+viewable&p_new_search=1&p_search_type=3&p_sort_by=dflt (http://support.corel.com/scripts/rightnow.cfg/php.exe/enduser/std_alp.php?p_sid=twNbrgIi&p_lva=&p_li=&p_page=1&p_prod_lvl1=15&p_prod_lvl2=%7Eany%7E&p_search_text=+.CDR+files+not+viewable&p_new_search=1&p_search_type=3&p_sort_by=dflt)

http://support.corel.com/scripts/rightnow.cfg/php.exe/enduser/std_alp.php?p_sid=twNbrgIi&p_lva=&p_li=&p_page=1&p_prod_lvl1=16&p_prod_lvl2=%7Eany%7E&p_search_text=+.CDR+files+not+viewable&p_new_search=1&p_search_type=3&p_sort_by=dflt (http://support.corel.com/scripts/rightnow.cfg/php.exe/enduser/std_alp.php?p_sid=twNbrgIi&p_lva=&p_li=&p_page=1&p_prod_lvl1=16&p_prod_lvl2=%7Eany%7E&p_search_text=+.CDR+files+not+viewable&p_new_search=1&p_search_type=3&p_sort_by=dflt)
You can try doing it with Microsoft Word.
As: Insert -> Picture -> From file.
Or try use CDR Repair Kit  http://www.cdr.repair/
Best Answer chosen by Alejandro Espinosa
Geoffrey FlynnGeoffrey Flynn
If you hover over the tab in Salesforce it will tell you the edition as well

Developer Edition in this case
User-added image
 
Garrett ZainoGarrett Zaino 
We are trying to implement the Salesforce for Outlook Side Panel with a 'Create a Case' publisher action. It works great; select an email, create a case, add some info, and pass it onto Salesforce.

The issue our executives are having with it is that it does not auto-populate the contact information based on the email address. If I receive an email from someone the plugin identifies, then create a case from it, I still need to set that person as the contact for that case.

Is it possible to set have the plugin lookup the email address in Salesforce, and set the identified record as the contact for that case?

If that is not possible, is it possible to have more information on the lookup field for that contact? We have 3 'Bill Smith's in our system, all valid contacts (no duplicates). If we need to plug his name in, we search for Bill Smith and return 3 of the same values with no way to distinguish them.
Best Answer chosen by Garrett Zaino
Sachin DasSachin Das
Hi

Please find the idea for the same

https://success.salesforce.com/ideaView?id=08730000000l4nSAAQ

Regards
Sachin