Apex Code Development You need to sign in to do that
Don't have an account?
Blake Carrera 4 Outlook Integration - Reporting and Syncing Emails to Salesforce
I recently set up the Outlook Integration and Lightning Sync. One of our goals as a company is to have emails, contacts, and events sync bilaterally.
When I set up the sync, the Salesforce add-in for Outlook isn't allowing me to create contacts. Additionally, it is not populating those emails on contact records, which makes it impossible to report on these emails to track activities.
Is there something that I am missing? Mostly, I'm looking to be able to create those contacts from emails and to report on those within Salesforce. If I turn off Enhanced Email, I can email from within Salesforce, but then replies aren't tracked.
When I set up the sync, the Salesforce add-in for Outlook isn't allowing me to create contacts. Additionally, it is not populating those emails on contact records, which makes it impossible to report on these emails to track activities.
Is there something that I am missing? Mostly, I'm looking to be able to create those contacts from emails and to report on those within Salesforce. If I turn off Enhanced Email, I can email from within Salesforce, but then replies aren't tracked.