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.
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 !!!
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!