Salesforce Sfo Release Notes

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WHAT'S NEW WITH SALESFORCE FOR OUTLOOK
Salesforce for Outlook v2.4.0
We’re continuing to help users become more productive when they use the Salesforce Side Panel. We’re also making efforts to help you better support your users. Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions Before we get into the enhancements we’ve included in Salesforce for Outlook, we’d like to encourage any remaining folks using Connect for Outlook to upgrade to Salesforce for Outlook, because in addition to including Connect for Outlook features your users know, Salesforce for Outlook includes features your users will love, like: • • • • • The Salesforce Side Panel Support for Microsoft® Exchange Online—the Microsoft-hosted service that integrates with Office 365™ Support for Microsoft Outlook® 2013 installed using Click-to-Run (a streaming installer for Microsoft Office) Options to sync some or all contacts, events, and tasks Automatically scheduled sync cycles

Let’s now take a look at our latest enhancements to Salesforce for Outlook and the side panel. Feature This means that Learn about it in

Create cases directly from the When users select an email in Microsoft Outlook, they can create Users Can Now Create Salesforce Side Panel a Salesforce case to keep track of support issues. Cases from the Salesforce Side Panel Track the versions of Salesforce for Outlook your users run Receive upgrade notices You can see each user’s version of Salesforce for Outlook when you run the Login History report. You Can Now Track the Versions of Salesforce for Outlook Your Users Run Now Users Know When Upgrades are Available

Users will see a notice to upgrade to the latest version of Salesforce for Outlook directly in the side panel.

Users Can Now Create Cases from the Salesforce Side Panel
If your users track customer support issues and gripes with cases they create in Salesforce, they can now create them directly from the side panel. Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions User Permissions Needed To display the Salesforce Side Panel: “Side Panel” in Outlook configurations

1

What's New with Salesforce for Outlook

Salesforce for Outlook v2.4.0

If your Outlook configurations have Create Case selected for the original Create Case feature, it’s a good idea to familiarize yourself with the differences between that feature, which appears on the Ribbon in Outlook, and the new one in the side panel. Details Includes email attachments Uses global create actions Simplified setup for administrators Before users can create cases from the side panel, make sure you have at least one create case action set up in Salesforce. The actions must also be included in the global publisher layout. Tip: If your Salesforce organization was activated during Winter ’14 or later, you’ve already got a create case action included in the global publisher layout. If your organization was activated earlier, there’s a create case action available in the page layout editor palette; you’ll need to add it to the global publisher layout. If you want to set up a new create case action, you’ll do it like this. 1. 2. 3. 4. 5. 6. From Setup, click Create > Global Actions. Click New Action. Enter the details for the new create case action. Save it. Drag the fields you want from the palette to the action layout. And save the layout. New Create Case Feature Original Create Case Feature

Here’s how users can create cases from the side panel.

1. After selecting an email in Microsoft Outlook®, click 2. Type details that are relevant to the case. 3. Click

and then a create case action.

to save the case. Keep in mind that email attachments aren’t included in the created cases.

You Can Now Track the Versions of Salesforce for Outlook Your Users Run
Quickly see which versions of Salesforce for Outlook your users are running from the Login History report. User Permissions Needed To run reports: “Run Reports”

2

What's New with Salesforce for Outlook

Salesforce for Outlook v2.4.0

1. From Setup, click Manage Users > Login History. 2. See each user’s version of Salesforce for Outlook in the Application and Client Version columns.

Now Users Know When Upgrades are Available
It’s easy for users to know when they need to upgrade to the latest version of Salesforce for Outlook. The Salesforce Side Panel notifies users when to upgrade, and includes a link to their Outlook configuration page where they can download the latest version. Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions User Permissions Needed To display the Salesforce Side Panel: To notify users when upgrades are available: Here’s what your users will see. “Side Panel” in Outlook configurations “Notify of product updates” in Outlook configurations

3

What's New with Salesforce for Outlook

Salesforce for Outlook v2.4.0

Side Panel Now Displays Some Search Results Content Differently
When users search for records in the Salesforce Side Panel, and the search results include records with custom field types, specific types of data appear differently. Here are the affected custom type fields. For a Check box Rich text field Percent figure URL We displayed in earlier releases An image of a check box An image A number proceeded with the symbol % A hyperlink We now display Text for either True or False The location of the image Just the number without the symbol % Just the text without a hyperlink

Bug Fixes
We also got rid of these pesky bugs.

For Installing Salesforce Side Panel

We resolved this issue For non-English languages, the installation dialog didn’t display some symbols correctly. The side panel sometimes didn’t display Salesforce contacts that were related to the selected email in Outlook.

Identification number
W-1939050 W-1915465

For search results that included currencies, the side panel didn’t display the correct W-1903615 currency symbols. 4

What's New with Salesforce for Outlook

Salesforce for Outlook v2.3.5

For Syncing items

We resolved this issue

Identification number

For contacts with birthdays synced from Salesforce to Outlook, birthday events in W-1903623 the Outlook calendar didn’t include the contacts’ names.

Salesforce for Outlook v2.3.5
Learn about the support and bug fixes we included in this version of Salesforce for Outlook.

Support for Click-to-Run Installations of Microsoft® Outlook® 2013
Salesforce for Outlook supports Outlook 2013 installed using Click-to-Run (a streaming installer for Microsoft Office).

Bug Fixes
• • For administrators who use the .msi installer to install Salesforce for Outlook, we fixed a bug that prevented the Salesforce Side Panel from displaying for some users. W-1904748 If users extended a recurring series in Outlook, the next sync cycle incorrectly set the end date for the recurring series in Salesforce. W-1850238

Salesforce for Outlook v2.3.4
Learn about the bug fixes to the Salesforce Side Panel we included in this version of Salesforce for Outlook. • • The Send and Add feature didn’t include the body of emails when users added the emails to Salesforce records. W-1893386 For users’ systems that have multiple user accounts, the side panel didn’t appear for all users on those machines. W-1779100

Salesforce for Outlook v2.3.3
Learn about the bug fixes we included in this version of Salesforce for Outlook. Identification number

For Installing

We resolved this issue

If users installed later versions of the Microsoft® Primary Interop Assemblies (PIA) W-1776082 Redistributable, the Salesforce for Outlook installer required users to install its earlier version, instead. For Outlook events with missing ClipStart fields, Salesforce for Outlook didn’t include those events for sync cycles.
W-1871463

Single events Recurring events

For some previously synced recurring events, Salesforce for Outlook displayed an W-1849244 error and didn’t finish the sync cycle. For some Microsoft Exchange configurations, weekday recurring events didn’t sync. W-1818828 Some modified occurrences didn’t sync from Outlook to Salesforce.
W-1849017

5

What's New with Salesforce for Outlook

Salesforce for Outlook v2.3.2

Salesforce for Outlook v2.3.2
We’ve taken a great thing and made it even better. By now, we hope you know about the Salesforce Side Panel—a Salesforce for Outlook feature that helps users view and work with Salesforce records directly in Microsoft® Outlook® 2007, 2010, and 2013. We’ve made important improvements to the side panel that will further increase your users’ productivity. And if you still have folks in your organization using Connect for Outlook, now’s a great time to upgrade them to Salesforce for Outlook, because in addition to including Connect for Outlook features your users know, Salesforce for Outlook includes: • • • • Support for Microsoft Exchange Online—the Microsoft-hosted service that integrates with Office 365™ The Salesforce Side Panel Options to sync only some or all contacts, events, and tasks Automatically scheduled sync cycles

Take a look at our latest enhancements to Salesforce for Outlook and the side panel. Users can now Send and add emails This means that Learn about it in

When users compose emails in Outlook, the side panel appears in Send and Add Emails the message. And as users add names in the To, Cc, and Bcc fields, the side panel displays the related Salesforce contacts, leads, and other records from Salesforce. Then, users can add the new email to the records that appear. Users can add single, non-recurring events to related Salesforce records—the same way users add emails. Add Events to Salesforce Records with Event Association

Add Outlook events to Salesforce records See up to 10 Salesforce contacts and leads at a time

Users can view and work with more Salesforce records in the side View and Work with panel. More Salesforce Records

Support for Microsoft® Exchange Online
You’ve been waiting for us to support Exchange Online, and now we do! We support using the desktop versions of Microsoft Outlook 2007, 2010, and 2013 with Exchange Online—the Microsoft-hosted service that integrates with Office 365™. Keep in mind that Salesforce for Outlook doesn’t support Outlook installed using Click-to-Run (a streaming installer for Microsoft Office).

Send and Add Emails
We know that users love using the Send and Add feature that’s available outside of the side panel. And we know that not having Send and Add available in the side panel was a serious deterrent for users adopting it. But Send and Add in the side panel is here now!

6

What's New with Salesforce for Outlook

Salesforce for Outlook v2.3.2

Here’s how users can send and add emails at the same time.

1. Create an Outlook email, and then enter recipients in the To field (and if necessary, the Cc field). The side panel displays related Salesforce records. 2. Add the email to Salesforce records when you click next to the records of your choice. 3. Keep track of the records to which you’re adding the new email. After you send the email, we’ll add it to the Salesforce records.

Add Events to Salesforce Records with Event Association
When users select single, non-recurring events in their Outlook calendars, the side panel displays related contacts and leads—the same way it does for emails. Regardless of whether the events are set to sync with Salesforce, if users add Outlook events to Salesforce records, the side panel triggers a sync to Salesforce calendar for the one event.

7

What's New with Salesforce for Outlook

Salesforce for Outlook v2.3.2

Here’s how users can add events to Salesforce records.

1. In the Outlook calendar, select an event. The side panel displays related Salesforce records. 2. Add the event to Salesforce records when you click 3. Keep track of the records you’ve added the event to. next to the records of your choice.

View and Work with More Salesforce Records at a Time
The side panel now displays more contacts and leads for the emails—and now events—that users select in Outlook. Depending on the size of users’ Outlook windows and monitors, the side panel displays up to 10 related contacts and leads that fit in the available vertical space. This makes it quicker and easier to add emails and events to more Salesforce records at the same time. Here’s how it works.

8

What's New with Salesforce for Outlook

Salesforce for Outlook v2.3.2

1. Select an Outlook email or event. In this example, the email includes seven recipients, five of whom are already in set up as contacts Salesforce. 2. The side panel displays those five contacts.

Hide and Disable the Salesforce Side Panel
If any of your users want to temporarily hide and disable the Salesforce Side Panel, they’ll do so directly in Outlook. Here’s how they’ll do it in Outlook 2010 and 2013.

1. Select the View tab. 2. Click Show / Hide. For Outlook 2007, users will click View > Salesforce Side Panel > Show / Hide.

9

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.6

Bug Fixes
We also got rid of these pesky bugs.

For Installing

We resolved this issue

Identification number

After installing Salesforce for Outlook and opening Outlook, the W-1678848 Salesforce for Outlook setup wizard didn’t appear. This required users to manually start Salesforce for Outlook and navigate to the setup wizard. When Outlook opened and had an event selected, the side panel didn’t display the W-1566793 message No Matching Contacts or Leads in Salesforce. If users had a default browser set to anything other than Microsoft Internet W-1754986 Explorer®, and then changed the default to Internet Explorer, links in the side panel opened records in the browser previously set as the default—not in Internet Explorer.

Salesforce Side Panel

Syncing items

If Salesforce for Outlook encountered Outlook items that included invalid XML W-1756384 code, the sync cycle didn’t finish. After sync cycles ended, Salesforce for Outlook didn’t display the system tray message W-1711272 indicating that the sync process finished.

Salesforce for Outlook v2.2.6
If you have any users on 32-bit versions Microsoft® Outlook®, make sure these users upgrade to this version of Salesforce for Outlook, which includes the same bug fixes as Salesforce for Outlook v2.2.5. Specifically, For Outlook 32-bit users Upgrading to Salesforce for Outlook v2.2.6 is Required. If these users installed Salesforce for Outlook v2.2.5, they’ll need to upgrade to v2.2.6. 64-bit users Optional. If these users installed Salesforce for Outlook v2.2.5, they can continue using v2.2.5.

Salesforce for Outlook v2.2.5
Learn about the bug fixes we included in this version of Salesforce for Outlook.

10

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.4

For Syncing items

We resolved this issue In some cases when users cleared their sync databases, Salesforce for Outlook assigned all sync items to the Microsoft® Outlook® category Don’t Sync with Salesforce.

Identification number
W-1744708

If Outlook closed during a sync cycle, Salesforce for Outlook displayed this error: W-1773455 “An error occurred during upgrade.” This required users to restart Salesforce for Outlook. General functionality In some cases, Salesforce for Outlook stopped because the database file locked. This required users to restart Salesforce for Outlook.
W-1778861

Salesforce for Outlook v2.2.4
We made an important security update, and recommend you upgrade to this version of Salesforce for Outlook. In addition, learn about the bug fixes we included. Identification number

For Salesforce Side Panel Syncing items

We resolved this issue

The Salesforce for Outlook add-in for the side panel didn’t display the side panel W-1758736 in Microsoft® Outlook®. The sync process didn’t finish if Salesforce for Outlook encountered events in Salesforce that didn’t include duration information.
W-1749867

If previously synced items subsequently became out of sync, the entire sync process W-1679837 didn’t finish.

Salesforce for Outlook v2.2.3
Learn about the bug fixes we included in this version of Salesforce for Outlook. Identification number
W-1709072 W-1724458

For Salesforce Side Panel

We resolved this issue For users with many custom objects, the side panel didn’t return search results. For users who have custom objects whose Deployment Status is set to In Development, the side panel didn’t return search results.

Syncing items

For Salesforce contacts that include salutations (Example: Ms., Mr., or Prof.), Salesforce for Outlook synced to Outlook, but didn’t include first and last name details. In some cases when Salesforce for Outlook synced contacts from Salesforce to Outlook, the sync cycle didn’t include the Private setting.

W-1724498

W-1671638

Regardless of whether users set up Salesforce for Outlook so that they can manually W-1613698 select items to sync or automatically sync all items, both Sync with Salesforce and

11

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.2

For

We resolved this issue Don’t Sync with Salesforce categories were available. Only one category, however, should be available depending on the sync option that users choose.

Identification number

Salesforce for Outlook v2.2.2
Learn about the bug fix we included in this version of Salesforce for Outlook.

Bug Fix for Microsoft® Outlook® 2013 Users
We fixed an issue in which we incorrectly let Salesforce for Outlook install on systems that have Outlook 2013 installed using Click-to-Run (a streaming installer for Microsoft Office). We don’t support using Salesforce for Outlook on systems with Outlook installed in this manner, which prevents some users from opening Salesforce for Outlook, and creates numerous problems syncing between Outlook and Salesforce. This release detects click-to-run installations of all versions of Outlook we support, and correctly prevents Salesforce for Outlook from installing on systems with click-to-run Outlook installations. (W-1711253)

Salesforce for Outlook v2.2.1
Learn about the enhancements and bug fixes we included in this version of Salesforce for Outlook.

Support for Microsoft® Outlook® 2013
We now support using Salesforce for Outlook with Outlook 2013. In addition to Outlook 2013, we still support using Salesforce for Outlook with Outlook 2010 and 2007.

Bug Fixes
For We resolved this issue Identification number

Installing For systems that include partial installations of Microsoft Office 2013, the installation W-1611748 Salesforce for Outlook process for Salesforce for Outlook didn’t finish. Salesforce Side Panel When users switched from an Outlook calendar to the Inbox, the side panel displayed W-1570412 the message “No Matching Contacts or Leads in Salesforce,” instead of the Salesforce records it last displayed. In some instances, Salesforce for Outlook duplicated recurring series with no end W-1623824 dates in Outlook. During the initial sync, if users established the same recurring series in both Outlook W-1627201 and Salesforce, Salesforce for Outlook synced it as a single event, and removed the content of the event in Outlook. Specifically, this occurred for users who have Salesforce for Outlook set up to: • Sync both ways between Outlook and Salesforce • Resolve conflicts so that Salesforce always wins If recurring series with no end dates in Outlook had problems with any fields, such W-1612478 as the one for the Private setting, Salesforce for Outlook didn’t sync the series.

Recurring events

12

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.0

For

We resolved this issue

Identification number

When a recurring series in Outlook includes an end date that precedes the beginning W-1631941 date, the entire sync cycle failed. Syncing items If items in Outlook had problems with any fields, such as the field for an event’s Private setting, Salesforce for Outlook applied that same error to other events scheduled to sync. Those items didn’t sync.
W-1612472

Salesforce for Outlook didn’t consider the Private setting when syncing items W-1612468 between Salesforce and Outlook. This sometimes resulted in Salesforce for Outlook creating new records without the Private setting. When other users’ access was removed from contacts they previously synced, Salesforce for Outlook continued to try syncing those contacts, which generated error messages.
W-1622818

Salesforce for Outlook v2.2.0
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed To install Salesforce for Outlook: Assigned to an active configuration AND Valid data set for each object being synced To change sync folders: Your Outlook profile set as the default in your Mail Settings

In our last release, we announced the general availability of the Salesforce Side Panel for Microsoft® Outlook®. With it, Microsoft Windows® users can view and work with Salesforce records directly in Outlook. And for Summer ’13, we’re excited to tell you about improvements we’ve made to the side panel, which will help your users become even more efficient as they complete their Outlook and Salesforce integration tasks. But even if your users haven’t yet had the advantage of working in the Salesforce Side Panel, they can still benefit from some of our latest improvements to Salesforce for Outlook. Available to all users Available only to side panel users

Users can now Add emails to multiple contacts Selectively sync individual contacts, events, and tasks Search for and add emails to any Salesforce records with which users can associate tasks See cases related to contacts in their emails

Learn about it in Enable Shared Activities Manually Select Items to Sync Search for More Kinds of Records in the Salesforce Side Panel View Cases Related to Contacts in the Salesforce Side Panel

13

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.0

Let’s Get Ready
Among your tasks, it’ll be important for you to urge your users to install Salesforce for Outlook v2.2.0 or later, so they can dig in to the new features quickly. Here are the tasks you’ll complete to get your users working more efficiently.

1. To give your users the option to add emails to multiple contacts, enable Shared Activities. If you haven’t already enabled Shared Activities, we recommend you first read about the feature in the online help. 2. Urge all users to download and install Salesforce for Outlook v2.2.0 or later. 3. After you’ve enabled Shared Activities for your organization and your users have installed Salesforce for Outlook, you’ll have happier and more productive users!

Enable Shared Activities
Users can add emails to multiple Salesforce contacts, and to one other record with which users can associate tasks, such an account, a lead, or a case. This requires your organization to have Shared Activities enabled. After you enable Shared Activities, it can take up to 48 hours for the process to finish, depending on the volume of activities for your organization. During this process, users can continue working with tasks and events. 1. From Setup click Customize > Activities > Activity Settings. 2. Select Allow Users to Relate Multiple Contacts to Tasks and Events. 3. Click Submit.

Add Emails to Multiple Records with the Salesforce Side Panel
You asked for it! This enhancement is from an idea on the IdeaExchange. Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

14

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.0

User Permissions Needed To display the Salesforce Side Panel in Outlook: To add Outlook emails and events to Salesforce records: To add email attachments to Salesforce: To add emails to multiple contacts: “Side Panel” in your Outlook configuration “Email to Salesforce,” “Edit Events,” AND “Add Email” in your Outlook configuration “Always save email attachments” in Email to Salesforce settings “Allow Users to Relate Multiple Contacts to Tasks and Events” in Activity Settings

Watch a Demo:

Using the Salesforce Side Panel to Work with Records in Microsoft® Outlook®

If you’ve enabled Shared Activities, users can add emails to multiple Salesforce contacts, and to one other record with which users can associate tasks. Here’s how.

1. Select an email. 2. Click next to the Salesforce contacts of their choice. Users can select multiple contacts, as well as one other record with which users can associate tasks, such as an account, a lead, or a case. If users select another record other than a contact, the side panel prompts users to either replace the record they originally selected, or cancel the replacement. 3. Keep track of the records they’ve added the email to.

Add Emails to Multiple Records without the Salesforce Side Panel
If you’ve enabled Shared Activities, and you have users who don’t yet use the Salesforce Side Panel, the Add Emails feature now automatically adds emails to multiple contacts. Here’s how.

15

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.0

1. Select an email. 2. Click Add Emails. Salesforce for Outlook automatically adds the email to the related Salesforce records. If Salesforce can’t find any contacts that match the ones in the email’s From, To, and Cc fields, users can manually assign the emails in My Unresolved Items.

Manually Select Items to Sync
You asked for it! This enhancement is from an idea on the IdeaExchange. The automatic sync method is pretty convenient, but for some users, syncing all of their contacts, events, and tasks is overkill. So we’ve added the option for users to manually select the items to sync between Outlook and Salesforce. Regardless of the sync method users choose, the regular sync cycles still occur. Here’s the setting users will see when they install Salesforce for Outlook v2.2.0 or later.

16

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.0

If users select Manual, they’ll select an Outlook category for each item they want to sync. Here’s how.

1. Select items to sync. Users can select multiple items by pressing CTRL while clicking the items they want to sync. 2. Right-click a selected item, then select Categorize > Sync with Salesforce. The items will sync automatically during the next sync cycle.

Search for More Kinds of Records in the Salesforce Side Panel
Users will also discover that the search feature just got a lot better. We’ve improved search results so they now include any kinds of related Salesforce records with which users can associate tasks—not just contacts, accounts, opportunities, and leads.

17

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.0

Search results can also include custom objects. To have custom objects appear in your users search results, the objects need to include Allow Activities, which you can see below.

1. From Setup, click Create > Objects. Click Edit next to the object you want to appear in search results. 2. Verify the Allow Activities setting is selected. In addition, the DELETE key and copy and paste functions are now active for the search feature.

View Cases Related to Contacts in the Salesforce Side Panel
You asked for it! This enhancement is from an idea on the IdeaExchange. Now your users will see cases related to the contacts that appear in the side panel. This helps sales professionals stay informed about any potential problems that their leads or customers are experiencing with your company.

18

What's New with Salesforce for Outlook

Salesforce for Outlook v2.2.0

Added Security Requirements for the Salesforce Side Panel
If users click links in the Salesforce Side Panel, but aren’t yet logged in to Salesforce in their browsers, they’ll see a prompt to log in. Here’s how.

19

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

1. Users click any link in the Salesforce Side Panel, which opens their browser to the Salesforce log in page. 2. They’ll then log in to Salesforce. Done!

Support for Syncing Salesforce Tasks Using Custom Forms in Outlook
If your users create tasks with a custom form in Outlook, Salesforce for Outlook syncs their Salesforce tasks to Outlook using that custom form. Previously, the sync process used the standard task form. Users need to make sure, however, that they store their custom task form in the default Tasks folder, and not in a subfolder.

Bug Fixes
We also got rid of these pesky bugs.





For users who sync contacts both ways between Outlook and Salesforce and track birthdays for those contacts, we fixed an issue that caused the sync cycle to change birthdays by one day each time the contacts synced. This happened for users with the time zone set to UTC+01:00 (Central Europe) during daylight savings time, and when the conflict behavior for contacts was set to Salesforce.com always wins. (W-1557469) For events created in Salesforce and synced to Outlook, we fixed an issue that caused updated event descriptions in Salesforce to not appear in Outlook. Specifically, this occurred when Outlook calendar views were set to Week or Month.
(W-1521848)

• •

• • •

For all-day recurring events that sync to Outlook, we fixed an issue that prevented any occurrences deleted from the series from syncing to Outlook.(W-1510051) For Salesforce contacts created with Mailing addresses and no Other addresses, we fixed an issue that caused those contacts to sync to Outlook with the Other addresses incorrectly set as the default address, even though the Other addresses contained no content. (W-1484237) We fixed an issue that caused synced contacts from Salesforce to Outlook to incorrectly set the File as field to those contacts’ company names, even though users set Default “File As” order to Last, First in Outlook. (W-1482039) For systems configured to use the Japanese Wareki calendar, we fixed an issue that prevented events from syncing.
(W-1463918)

We fixed an issue that prevented Salesforce for Outlook from syncing contacts owned by other users. (W-1612472)

Salesforce for Outlook v2.1.2 and Earlier
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Salesforce for Outlook v2.1.2
New Supported Operating System We now support using Salesforce for Outlook with Microsoft® Windows® 8. In our system requirements, you’ll now see that we support the following operating systems on Microsoft Exchange, along with the latest versions of hot fixes. • Windows 8 • Windows 7 • Windows Vista® (32-bit) • Windows XP (32-bit)

20

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

We don’t support Apple® Macintosh® operating systems. Bug Fixes • • We fixed an issue in which Salesforce for Outlook didn’t display the correct language for organizations set to use languages other than English. (W-1545743) We fixed an issue that prevented Salesforce for Outlook v2.1.1 users from adding emails using the Add Emails and Send and Add buttons. (W-1554508)

Salesforce for Outlook v2.1.1
Bug Fixes Recurring Events • We fixed an issue that generated a sync error when users created recurring events that started on a date in the past, and had a number of occurrences that extend beyond the number that Salesforce supports. (W-1485025) • We fixed an issue in which Salesforce for Outlook incorrectly generated the error, “Duration not set.” (W-1488291) • We fixed a problem to address the situation in which a user in one time zone created a recurring series, which included an attendee in a different time zone. Specifically, if that attendee modified an occurrence, the next sync cycle changed the start time for the series by the difference in time between the two zones. (W-1482066)

Salesforce for Outlook v2.1.0
Viewing Salesforce Records in Microsoft® Outlook® Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions User Permissions Needed To display the Salesforce Side Panel in Outlook: To add Outlook emails and events to Salesforce records: To add email attachments to Salesforce: To add emails to multiple contacts: “Side Panel” in your Outlook configuration “Email to Salesforce,” “Edit Events,” AND “Add Email” in your Outlook configuration “Always save email attachments” in Email to Salesforce settings “Allow Users to Relate Multiple Contacts to Tasks and Events” in Activity Settings

21

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

When your users select emails in Outlook, they can view contact and lead details in the new Salesforce Side Panel, which is now generally available. This side panel displays up to a total of four contacts and leads from the From, To, and Cc fields in your users’ emails. In addition, users can: • • • • • See up to a total of four open and past activities and opportunities related to the contacts and leads that appear in the side panel. Manually add emails to either one contact and one account or opportunity, or one lead only. See whether Salesforce encounters duplicate contacts or leads, and choose the most appropriate ones to display in the side panel. Search for additional contacts, leads, accounts, and opportunities. Use the blue text links to view details directly in Salesforce.

1. Users can see the contacts, leads, activities, and opportunities to which they’ve added emails. Your users can also click the search icon ( ) to find other contacts, leads, accounts, and opportunities, and then add emails to them. There’s even a collapse icon ( ) to hide the side panel. 2. The side panel displays contacts and leads based on the order they appear in the From, To, and Cc fields in your users’ emails. Users can view: • • Contacts and their related activities and opportunities Leads and their related activities

3. Additional contacts and leads from your users’ emails appear, which they can select to display contact and lead details along with related activities and opportunities. Considerations • When you enable the Salesforce Side Panel, the Add Emails button no longer appears directly in Outlook. Instead, your users can click to add emails to either one contact and one account or opportunity, or one lead only.

22

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

In addition, the Send and Add button no longer appears in individual Outlook emails that your users send. But users can select emails in the Sent Items folder, and add sent emails the same way as they add received emails. • • Supported browsers include Microsoft Internet Explorer® 8 or later. The DELETE function in the search box is inactive. To modify search entries, users can either press BACKSPACE, or click Done and then search again.

To Enable the Salesforce Side Panel 1. From Setup, click Desktop Administration > Outlook Configurations. 2. Either create a new Outlook configuration, or edit an existing one. 3. Select Side Panel.

4. Select any other options that apply to your Outlook configuration. 5. Click Save. 6. If you don’t yet have a remote site configured for your organization, create one now. To do so, from Setup, click Security Controls > Remote Site Settings. 7. Click New Remote Site. 8. Add a remote site name. Then, add a remote site URL, which is your organization’s Salesforce URL.

9. Click Save. Learning about Improvements to Sync Performance We changed the frequency by which Salesforce for Outlook syncs contacts. Instead of syncing contacts automatically every 10 minutes, Salesforce for Outlook now syncs contacts automatically every hour. This improves the overall speed of the sync process, because contacts don’t sync as often compared with previous releases. Your users can, of course, manually sync as often as they’d like.

23

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

Understanding Security Improvements We increased security to prevent others from logging into Salesforce using the Salesforce for Outlook icon ( ) that appears in your Microsoft Windows system tray. If you don’t have your browser logged in to Salesforce, you’ll now receive a prompt to log in to Salesforce when you click My Unresolved Items or Outlook Configuration from the system tray icon. Keep in mind that if you have multiple logins, and you have a browser logged in to Salesforce using a different user name or URL compared with the ones in your Salesforce for Outlook Settings, you won’t receive a prompt to log in. Instead, the system tray icon directs you to the active login within your browser. To access the same login as Salesforce for Outlook, we recommend you close any other logins within your browser. Bug Fixes For events that Salesforce archived, we fixed an issue that caused the sync process to delete those events in Outlook.
(W-1047362)

Salesforce for Outlook v2.0.5
Bug Fixes Recurring Events • For recurring series that have modified end dates in Salesforce, we fixed an issue that prevented subsequent modifications to those series in Salesforce from syncing. (W-1426517) • We fixed an issue that prevented monthly recurring series in Salesforce from syncing if any of the occurrences had fewer days than the day of the month set for the monthly pattern. For example, your user created a recurring series that occurs on the 30th day of every month. Because February has fewer than 30 days, Salesforce for Outlook displayed an error and didn’t sync the series to Outlook. (W-1438378)

Salesforce for Outlook v2.0.4
Bug Fixes Recurring Events We fixed an issue that prevented events with multiple contacts from syncing. (W-1430954) Specifically, When users added multiple contacts to Previously synced events in Salesforce New events in Salesforce The sync process Deleted the events in Microsoft® Outlook®. Never synced the events to Outlook.

Salesforce for Outlook v2.0.3
Bug Fixes Salesforce for Outlook Side Panel We fixed an issue that prevented users from adding large emails to Salesforce records. This issue also caused the side panel to display the error “No email selected.” (W-1405388) Recurring Events We fixed an issue that prevented syncing modifications of recurring series in Salesforce to Microsoft® Outlook®. Specifically, this occurred when users modified start times of the series in Salesforce by fewer than 60 minutes.

24

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

For example, the original start time of the recurring series was 1:00 PM. In Salesforce, your user modified the start time of the series to begin at 1:30 PM. The modification to the series won’t sync to Outlook. (W-1413529)

Salesforce for Outlook v2.0.2
Salesforce for Outlook includes new features that help your users boost their productivity and improve their overall experience syncing items with and adding emails to Salesforce. Viewing Your Salesforce World in Microsoft® Outlook®—Beta Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions User Permissions Needed To display the Salesforce Side Panel in Outlook: To add Outlook emails and events to Salesforce records: To add email attachments to Salesforce: To add emails to multiple contacts: “Side Panel” in your Outlook configuration “Email to Salesforce,” “Edit Events,” AND “Add Email” in your Outlook configuration “Always save email attachments” in Email to Salesforce settings “Allow Users to Relate Multiple Contacts to Tasks and Events” in Activity Settings

When your users select emails in Outlook, they can now view contact and lead details in the new Salesforce Side Panel, which is currently available as a beta feature in Salesforce for Outlook v2.0 and later. This side panel displays up to a total of four contacts and leads from the From, To, and Cc fields in your users’ emails. In addition, users can: • • • • • See up to a total of four open and past activities and opportunities related to the contacts and leads that appear in the side panel. Manually add emails to either one contact and one account or opportunity, or one lead only. See whether Salesforce encounters duplicate contacts or leads, and choose the most appropriate ones to display in the side panel. Search for additional contacts, leads, accounts, and opportunities. Use the blue text links to view details directly in Salesforce.

25

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

1. Users can see the contacts, leads, activities, and opportunities to which they’ve added emails. Your users can also click the search icon ( ) to find other contacts, leads, accounts, and opportunities, and then add emails to them. There’s even a collapse icon ( ) to hide the side panel. 2. The side panel displays contacts and leads based on the order they appear in the From, To, and Cc fields in your users’ emails. Users can view: • • Contacts and their related activities and opportunities Leads and their related activities

3. Additional contacts and leads from your users’ emails appear, which they can select to display contact and lead details along with related activities and opportunities. Considerations • When you enable the Salesforce Side Panel, the Add Emails button no longer appears directly in Outlook. Instead, your users can click to add emails to either one contact and one account or opportunity, or one lead only. In addition, the Send and Add button no longer appears in individual Outlook emails that your users send. But users can select emails in the Sent Items folder, and add sent emails the same way as they add received emails. • • Supported browsers include Microsoft Internet Explorer® 8 or later. The DELETE function in the search box is inactive. To modify search entries, users can either press BACKSPACE, or click Done and then search again.

To Enable the Salesforce Side Panel 1. From Setup, click Desktop Administration > Outlook Configurations. 2. Either create a new Outlook configuration, or edit an existing one. 3. Select Side Panel.

26

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

4. Select any other options that apply to your Outlook configuration. 5. Click Save. 6. If you don’t yet have a remote site configured for your organization, create one now. To do so, from Setup, click Security Controls > Remote Site Settings. 7. Click New Remote Site. 8. Add a remote site name. Then, add a remote site URL, which is your organization’s Salesforce URL.

9. Click Save. Syncing Recurring Events Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions User Permissions Needed To sync recurring events between Outlook and Salesforce: “Recurring Events” In addition, “Read” and “Edit” on events, and event sync direction set to any of the following directions.
Outlook to Salesforce, Salesforce to Outlook, or Sync both ways

Your users can now keep Outlook and Salesforce recurring events in sync with Salesforce for Outlook, which supports the following recurrence patterns. • Daily • Weekly

27

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

• •

Monthly Yearly

After syncing recurring events to Salesforce, your users can assign the recurrences to related records, like contacts, accounts, opportunities, and so on. Syncing recurring events also helps your users maintain an accurate view of their availability when they create events and request meetings from their Salesforce calendars. Considerations • • • • • • When you enable recurring events, you enable the feature for your entire organization. You can, however, choose the Outlook configurations for which you want recurring events to sync. After you enable this feature, you can’t disable it without help from the salesforce.com Support team. All Salesforce for Outlook users will need to upgrade to Salesforce for Outlook v2.0 or later. Recurring events do not appear on the My Unresolved Items page. Instead, your users can go directly to the recurring events in their calendars to associate the recurring events with Salesforce records. Your users’ Salesforce for Outlook configuration settings don’t indicate whether their Outlook configurations are set up to sync recurring events. In Salesforce, if your users delete all occurrences within a series, but not the series itself, Salesforce for Outlook generates an error message after it syncs to Outlook. Your users can ignore this error message, which clears during the next sync.

You can also learn about other important details for how recurring events differ between Outlook and Salesforce, as well as details about making modifications to recurring series in Salesforce.com Winter ’13 Release Notes. To Enable the Recurring Events Feature 1. In Salesforce, from Setup, click Desktop Administration > Outlook Configurations. 2. For your Outlook configuration, click Edit. 3. Under Advanced Settings, select Recurring Events.

4. Click Save. Saving Time with Email Associations We listened to what your users wanted, so we reinstated the way Salesforce handled unresolved email associations on the My Unresolved Items page. Starting in Spring ’12, we displayed separate rows for each unresolved email address in the To and Cc fields of emails your users added to Salesforce. With these separate rows, Spring ’12 and Summer ’12 increased the time required for maintaining the My Unresolved Items page. With Winter ’13, the My Unresolved Items page now displays only one row for each email when Salesforce can’t match any email addresses for recipients that appear in the To and Cc fields of emails your users add to Salesforce. Users will also notice that we replaced the Recipient column with the reinstated From/To column on the My Unresolved Items page.

28

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

Additional Enhancements When users delete large numbers of contacts, events, and tasks, Salesforce for Outlook now displays a confirmation message that gives users an opportunity to proceed with or cancel the deletion.

Salesforce for Outlook v1.7.102
Bug Fixes We fixed an issue that caused the Add Emails and Send and Add buttons in Microsoft® Outlook® to disappear after 10 or more minutes of inactivity. (W-1240732) If you encounter this issue again after installing Salesforce for Outlook v1.7.102, perform a manual sync, which resolves this problem. To do so, right-click the system tray icon ( ) and click Sync > Sync Now.

Salesforce for Outlook v1.6.180
Bug Fixes For users who plan to upgrade from Salesforce for Outlook v1.5.176, we fixed an issue that caused potential data loss from Salesforce events during the upgrade process to Salesforce for Outlook v1.6.179. To avoid losing event data, your users on Salesforce for Outlook v1.5.176 must now upgrade directly to Salesforce for Outlook v1.6.180. (W-1230508)

Salesforce for Outlook v1.6.179
Bug Fixes • • For users who specified a non-Latin character-based language in Microsoft Windows®, we fixed an issue that caused Salesforce for Outlook to close unexpectedly during the sync process. (W-1172458) For users who sync events from Salesforce to Microsoft Outlook®, we fixed an issue that caused Salesforce for Outlook to sometimes create events that contained no content in Outlook. (W-1148641)

Known Issues Salesforce archives events due more than 365 days ago. For users who sync events from Salesforce to Microsoft Outlook, Salesforce for Outlook deletes the events in Microsoft Outlook after they’re archived in Salesforce. We plan to resolve this issue in a future release. (W-1047362)

Salesforce for Outlook v1.6.178
Bug Fixes For users who plan to upgrade from Salesforce for Outlook v1.5.176, we fixed an issue that caused potential data loss from Salesforce events during the upgrade process. To avoid losing event data, your users on Salesforce for Outlook v1.5.176 must now upgrade directly to Salesforce for Outlook v1.6.178. (W-1189201)

29

What's New with Salesforce for Outlook

Salesforce for Outlook v2.1.2 and Earlier

Salesforce for Outlook v1.6.177
Bug Fixes Updated Salesforce for Outlook system messages for users who specified a non-English language in Microsoft® Windows®.
(W-1161583)

Salesforce for Outlook v1.6.176
Creating Cases Directly from Microsoft® Outlook® The Create Case feature in Salesforce for Outlook lets users create cases in Salesforce from emails in Microsoft® Outlook®. As an administrator, you can create Email-to-Case destinations that appear in the drop-down list button Create Cases in Outlook. For each destination, you choose the assignee, which can be either individual users or queues. You can add up to 10 destinations for each Outlook configuration. When users create cases, they can add up to 10 emails simultaneously for each destination. Before Salesforce for Outlook users can create cases from Outlook emails, you’ll need to perform the following procedures. 1. If you haven’t already done so, enable and configure On-Demand Email-to-Case. 2. Define Email-to-Case destinations (also known as email routing addresses). 3. Enable the Create Case feature in your configurations, which adds the Create Cases drop-down list button in Outlook. Salesforce for Outlook assigns a category to the emails that Salesforce for Outlook users add as cases to Salesforce. This category, Added to Salesforce as a case, makes it easy for users to search for emails they added as cases to Salesforce. Controlling Items You Don’t Want to Sync • • In Salesforce for Outlook Settings, users can now choose whether to sync Microsoft Outlook contacts, events, and tasks they mark as Private. In Microsoft Outlook, users can now indicate any items they don’t want to sync with Salesforce, regardless of whether they mark them as Private, by assigning them to the new category Don’t Sync with Salesforce. For example, this can be helpful when users want to prevent specific contacts, events, and tasks from syncing with Salesforce. For details on using categories in Outlook, refer to your Outlook documentation.

Better Control for Managing Email • For emails users add to Salesforce, Salesforce for Outlook now adds a row to My Unresolved Items for each unresolved email address. While this may result in additional rows, your users now have the opportunity to assign emails to all of the contacts and leads in the email. In addition, My Unresolved Items now includes an Email Address column so that users know which email addresses weren’t resolved. In My Email to Salesforce, users can now specify email domains they want to exclude from automatic association when they use Salesforce for Outlook to add emails to Salesforce. For example, your users can exclude their own email domain so that Salesforce for Outlook won’t associate emails to contacts with their email domain. This can be especially helpful for organizations that create contacts for internal users, and don’t want emails associated with those users. Salesforce for Outlook now assigns a category to emails your users add to Salesforce. This new category, Added to Salesforce, makes it easy to search for emails you added to Salesforce. Salesforce for Outlook now stores the original date of the email in the Due Date field of the email task. Previously, Salesforce for Outlook stored the date when the email was added.



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