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jpben
Salesforce for Outlook (side panel) publisher icon not appearing
Does anyone else have issues with the publisher icon (+ icon) not appearing in Salesforce for Outlook? I need the ability to create Cases. I can't seem to troubleshoot this.
I have all of the system requirements:
https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_sys_req.htm&language=en_US
I have followed these troubleshooting instructions:
https://help.salesforce.com/HTViewSolution?id=000192820&language=en_US
https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_side_panel_set_up_publisher.htm&language=en_US
I have upgraded to IE 11.
I have uninstalled and also intalled the 2.5.1 version of Salesforce for Outlook.
The icon is still not showing up !!! Please help.
I have all of the system requirements:
https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_sys_req.htm&language=en_US
I have followed these troubleshooting instructions:
https://help.salesforce.com/HTViewSolution?id=000192820&language=en_US
https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_side_panel_set_up_publisher.htm&language=en_US
I have upgraded to IE 11.
I have uninstalled and also intalled the 2.5.1 version of Salesforce for Outlook.
The icon is still not showing up !!! Please help.
My recommended solution may not work for everyone. I am just sharing what worked for me to fix my issue.
All Answers
What edition are you working on? Group, Professional, Enterprise--that determines where the layout is managed.
Is the publisher action set up and working in the mobile app or in chatter?
Good reference here if you haven't see it: http://help.salesforce.com/help/pdfs/en/actions_impl_guide.pdf
We are using Unlimited. The publisher action is showing on Chatter, and mobile app. I still dont see the + icon on the side panel.
Real quick, you have a created a Outlook Publisher Layout under Setup/Outlook Configurations and have assigned it to the user that you are testing?
My recommended solution may not work for everyone. I am just sharing what worked for me to fix my issue.