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Outlook/Teams/Gmail

Last updated at Posted at 2023-08-03

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  1. Right click on the Salesforce for Outlook icon in your system tray.

  2. When the small pop up menu appears, click the Settings option.

  3. The Settings page will pop up. Click Change User at the top of the page in 'Connection.' If you are not logged in, then you will see a login page.

  4. Click Change URL at the top of the page.

  5. Select the login.salesforce.com option.

  6. You will see the URL next to this button change to 'https://test.salesforce.com/'

  7. You can now enter your Sandbox username and password.

  8. If this is a first time connection then click Allow. This creates a secure connection between Outlook and Salesforce. You won't have to log in again unless you encounter an error. If you click Deny, you'll return to the previous step.

  9. You will now be logged into your Sandbox on the Salesforce for Outlook plugin.

https://help.salesforce.com/s/articleView?id=000385902&type=1

By default, attachments received on inbound emails are shown on the Email Message record's 'Attachments' related list. There is a per file attachment limit of 25 MB - so please ensure whether your files are within this allowed limit.

  • Check if you have enabled "Show Email Attachments in Case Attachments Related List" from Setup | Support Settings (E-mail attachments are displayed in the case 'Attachments' related list)
  • Check if you have enabled "Save Email-to-Case attachments as Salesforce Files" from Setup | Email-to-Case Settings (E-mail attachments are stored as Files and are displayed in the 'Files' related list on the Case record)

{ "success": false, "message": "Error encountered during OAuthCallback for datasource: 65006bc911a0c8465d5b5304", "statusCode": 500}

共有受信トレイ用の Salesforce ユーザーは作成しません。これはサービス契約に違反するからです (少なくとも私が最後に知ったのは)。これを機能させるための特別な設定は覚えていません。共有アカウントにアクセスできるすべてのユーザーは、定期的にメールを組織に添付しています (ちなみに、これはストレージを圧迫しています)。

We had the same issue but a Chrome Extension developper just answered in chrome web store and now it's OK for us

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Outlookメールの場合に画像ジェストがアップロードされる。

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Are you sending this email to an Outlook account ?

If yes. This might be the tracking pixels Salesforce automatically appends with the emails if Email tracking is enabled.

For Lightning Experience:

Go to Setup
Search "Activity Settings" (Path: Feature Settings > Sales > Activity Settings)
Enable Email Tracking (checkbox)​ > disable it.
Note that Salesforce will no longer track email metrics like emails opened if you disable it.

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It looks like they issued a support ticket and had it fixed.

https://www.reddit.com/r/salesforce/comments/12p8rot/ongoing_issues_with_eac_emea/

Salesforce and Outlook integration

実際にはプロセスビルダーで必須項目のセットされていないことが問題のようだ。

Process Builder Error 'The flow failed to access the value because it hasn't been set or assigned'

I ended up logging a ticket and we had to delete that users Mapping and reset it and then it all worked.

ログインできない

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Please check this article.

Salesforce for Outlook no longer connects for some customers working from Lightning Experience
https://help.salesforce.com/s/articleView?id=000388772&type=1

Salesforce for Outlook login issues and options
https://help.salesforce.com/s/articleView?id=000385790&type=1

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