salesforce sfo release notes

Salesforce for Outlook v2.4.0We’re continuing to help users become more productive when they use the Salesforce Side Panel. We’re also making effortsto 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 folksusing Connect for Outlook to upgrade to Salesforce for Outlook, because in addition to including Connect for Outlook featuresyour 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.

Learn about it inThis means thatFeature

Users Can Now CreateCases from the SalesforceSide Panel

When users select an email in Microsoft Outlook, they can createa Salesforce case to keep track of support issues.

Create cases directly from theSalesforce Side Panel

You Can Now Track theVersions of

You can see each user’s version of Salesforce for Outlook whenyou run the Login History report.

Track the versions ofSalesforce for Outlook yourusers run Salesforce for Outlook

Your Users Run

Now Users Know WhenUpgrades are Available

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

Receive upgrade notices

Users Can Now Create Cases from the Salesforce Side PanelIf your users track customer support issues and gripes with cases they create in Salesforce, they can now create them directlyfrom the side panel.

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed

“Side Panel” in Outlook configurationsTo display the Salesforce Side Panel:

WHAT'S NEW WITHSALESFORCE FOR OUTLOOK

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If your Outlook configurations have Create Case selected for the original Create Case feature, it’s a good idea to familiarizeyourself with the differences between that feature, which appears on the Ribbon in Outlook, and the new one in the side panel.

Original Create Case FeatureNew Create Case FeatureDetails

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. Theactions 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 actionincluded 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’llneed 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. From Setup, click Create > Global Actions.2. Click New Action.3. Enter the details for the new create case action.4. Save it.5. Drag the fields you want from the palette to the action layout.6. And save the layout.

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

1. After selecting an email in Microsoft Outlook®, click and then a create case action.2. Type details that are relevant to the case.

3. Click 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 RunQuickly see which versions of Salesforce for Outlook your users are running from the Login History report.


“Run Reports”To run reports:

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Salesforce for Outlook v2.4.0What's New with Salesforce for Outlook

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 AvailableIt’s easy for users to know when they need to upgrade to the latest version of Salesforce for Outlook. The Salesforce Side Panelnotifies users when to upgrade, and includes a link to their Outlook configuration page where they can download the latestversion.



“Side Panel” in Outlook configurationsTo display the Salesforce Side Panel:

“Notify of product updates” in Outlook configurationsTo notify users when upgrades are available:

Here’s what your users will see.

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Side Panel Now Displays Some Search Results Content DifferentlyWhen 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.

We now displayWe displayed in earlier releasesFor a

Text for either True or FalseAn image of a check boxCheck box

The location of the imageAn imageRich text field

Just the number without the symbol %A number proceeded with the symbol %Percent figure

Just the text without a hyperlinkA hyperlinkURL

Bug FixesWe also got rid of these pesky bugs.

IdentificationnumberWe resolved this issueFor

W-1939050For non-English languages, the installation dialog didn’t display some symbolscorrectly.Installing

W-1915465The side panel sometimes didn’t display Salesforce contacts that were related tothe selected email in Outlook.

Salesforce Side Panel

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

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

Syncing items

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

Support for Click-to-Run Installations of Microsoft® Outlook® 2013Salesforce 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 v2.3.4Learn 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 v2.3.3Learn about the bug fixes we included in this version of Salesforce for Outlook.


W-1776082If users installed later versions of the Microsoft® Primary Interop Assemblies (PIA)Redistributable, the Salesforce for Outlook installer required users to install itsearlier version, instead.

Installing

W-1871463For Outlook events with missing ClipStart fields, Salesforce for Outlook didn’tinclude those events for sync cycles.

Single events

W-1849244For some previously synced recurring events, Salesforce for Outlook displayed anerror and didn’t finish the sync cycle.

Recurring events

W-1818828For some Microsoft Exchange configurations, weekday recurring events didn’t sync.

W-1849017Some modified occurrences didn’t sync from Outlook to Salesforce.

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Salesforce for Outlook v2.3.2We’ve taken a great thing and made it even better. By now, we hope you know about the Salesforce Side Panel—aSalesforce 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 toSalesforce for Outlook, because in addition to including Connect for Outlook features your users know, Salesforce for Outlookincludes:

• 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.

Learn about it inThis means thatUsers can now

Send and Add EmailsWhen users compose emails in Outlook, the side panel appears inthe message. And as users add names in the To, Cc, and Bcc fields,

Send and add emails

the side panel displays the related Salesforce contacts, leads, andother records from Salesforce. Then, users can add the new emailto the records that appear.

Add Events to SalesforceRecords with EventAssociation

Users can add single, non-recurring events to related Salesforcerecords—the same way users add emails.

Add Outlook events toSalesforce records

View and Work withMore Salesforce Records

Users can view and work with more Salesforce records in the sidepanel.

See up to 10 Salesforcecontacts and leads at a time

Support for Microsoft® Exchange OnlineYou’ve been waiting for us to support Exchange Online, and now we do! We support using the desktop versions ofMicrosoft Outlook 2007, 2010, and 2013 with Exchange Online—the Microsoft-hosted service that integrates with Office365™. Keep in mind that Salesforce for Outlook doesn’t support Outlook installed using Click-to-Run (a streaming installerfor Microsoft Office).

Send and Add EmailsWe know that users love using the Send and Add feature that’s available outside of the side panel. And we know that nothaving Send and Add available in the side panel was a serious deterrent for users adopting it. But Send and Add in the sidepanel is here now!

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

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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 next to the records of your choice.3. Keep track of the records you’ve added the event to.

View and Work with More Salesforce Records at a TimeThe side panel now displays more contacts and leads for the emails—and now events—that users select in Outlook. Dependingon the size of users’ Outlook windows and monitors, the side panel displays up to 10 related contacts and leads that fit in theavailable 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.

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1. Select an Outlook email or event. In this example, the email includes seven recipients, five of whom are already in set upas contacts Salesforce.

2. The side panel displays those five contacts.

Hide and Disable the Salesforce Side PanelIf 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.

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W-1678848After installing Salesforce for Outlook and opening Outlook, theSalesforce for Outlook setup wizard didn’t appear. This required users to manuallystart Salesforce for Outlook and navigate to the setup wizard.

Installing

W-1566793When Outlook opened and had an event selected, the side panel didn’t display themessage No Matching Contacts or Leads in Salesforce.


W-1754986If users had a default browser set to anything other than Microsoft InternetExplorer®, and then changed the default to Internet Explorer, links in the side panelopened records in the browser previously set as the default—not in Internet Explorer.

W-1756384If Salesforce for Outlook encountered Outlook items that included invalid XMLcode, the sync cycle didn’t finish.

Syncing items

W-1711272After sync cycles ended, Salesforce for Outlook didn’t display the system tray messageindicating that the sync process finished.

Salesforce for Outlook v2.2.6If you have any users on 32-bit versions Microsoft® Outlook®, make sure these users upgrade to this version ofSalesforce for Outlook, which includes the same bug fixes as Salesforce for Outlook v2.2.5. Specifically,

Upgrading to Salesforce for Outlook v2.2.6 isFor Outlook

Required.

If these users installed Salesforce for Outlook v2.2.5, they’ll need to upgrade to v2.2.6.

32-bit users

Optional.

If these users installed Salesforce for Outlook v2.2.5, they can continue using v2.2.5.

64-bit users


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W-1744708In some cases when users cleared their sync databases, Salesforce for Outlookassigned all sync items to the Microsoft® Outlook® category Don’t Sync withSalesforce.

Syncing items

W-1773455If Outlook closed during a sync cycle, Salesforce for Outlook displayed this error:“An error occurred during upgrade.” This required users to restartSalesforce for Outlook.

W-1778861In some cases, Salesforce for Outlook stopped because the database file locked.This required users to restart Salesforce for Outlook.

General functionality

Salesforce for Outlook v2.2.4We 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.


W-1758736The Salesforce for Outlook add-in for the side panel didn’t display the side panelin Microsoft® Outlook®.


W-1749867The sync process didn’t finish if Salesforce for Outlook encountered events inSalesforce that didn’t include duration information.

Syncing items

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



W-1709072For users with many custom objects, the side panel didn’t return search results.Salesforce Side Panel

W-1724458For users who have custom objects whose Deployment Status is set toIn Development, the side panel didn’t return search results.

W-1724498For Salesforce contacts that include salutations (Example: Ms., Mr., or Prof.),Salesforce for Outlook synced to Outlook, but didn’t include first and last namedetails.

Syncing items

W-1671638In some cases when Salesforce for Outlook synced contacts from Salesforce toOutlook, the sync cycle didn’t include the Private setting.

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

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

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

Bug Fix for Microsoft® Outlook® 2013 UsersWe fixed an issue in which we incorrectly let Salesforce for Outlook install on systems that have Outlook 2013 installed usingClick-to-Run (a streaming installer for Microsoft Office). We don’t support using Salesforce for Outlook on systems withOutlook installed in this manner, which prevents some users from opening Salesforce for Outlook, and creates numerousproblems syncing between Outlook and Salesforce.

This release detects click-to-run installations of all versions of Outlook we support, and correctly prevents Salesforce for Outlookfrom installing on systems with click-to-run Outlook installations. (W-1711253)

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

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

Bug Fixes


W-1611748For systems that include partial installations of Microsoft Office 2013, the installationprocess for Salesforce for Outlook didn’t finish.

InstallingSalesforce for Outlook

W-1570412When users switched from an Outlook calendar to the Inbox, the side panel displayedthe message “No Matching Contacts or Leads in Salesforce,” instead of the Salesforcerecords it last displayed.


W-1623824In some instances, Salesforce for Outlook duplicated recurring series with no enddates in Outlook.

Recurring events

W-1627201During the initial sync, if users established the same recurring series in both Outlookand Salesforce, Salesforce for Outlook synced it as a single event, and removed thecontent of the event in Outlook. Specifically, this occurred for users who haveSalesforce for Outlook set up to:• Sync both ways between Outlook and Salesforce• Resolve conflicts so that Salesforce always wins

W-1612478If recurring series with no end dates in Outlook had problems with any fields, suchas the one for the Private setting, Salesforce for Outlook didn’t sync the series.

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W-1631941When a recurring series in Outlook includes an end date that precedes the beginningdate, the entire sync cycle failed.

W-1612472If items in Outlook had problems with any fields, such as the field for an event’sPrivate setting, Salesforce for Outlook applied that same error to other eventsscheduled to sync. Those items didn’t sync.

Syncing items

W-1612468Salesforce for Outlook didn’t consider the Private setting when syncing itemsbetween Salesforce and Outlook. This sometimes resulted in Salesforce for Outlookcreating new records without the Private setting.

W-1622818When other users’ access was removed from contacts they previously synced,Salesforce for Outlook continued to try syncing those contacts, which generatederror messages.

Salesforce for Outlook v2.2.0



Assigned to an active configuration AND

Valid data set for each object being synced

To install Salesforce for Outlook:

Your Outlook profile set as the default in your Mail SettingsTo change sync folders:

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 excitedto tell you about improvements we’ve made to the side panel, which will help your users become even more efficient as theycomplete 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 someof our latest improvements to Salesforce for Outlook.

Learn about it inAvailable only toside panel users

Available to allusersUsers can now

Enable Shared ActivitiesAdd emails to multiple contacts

Manually Select Items to SyncSelectively sync individual contacts,events, and tasks

Search for More Kinds of Records in theSalesforce Side Panel

Search for and add emails to anySalesforce records with which userscan associate tasks

View Cases Related to Contacts in theSalesforce Side Panel

See cases related to contacts in theiremails

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Let’s Get ReadyAmong 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 digin 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 enabledShared 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 ActivitiesUsers can add emails to multiple Salesforce contacts, and to one other record with which users can associate tasks, such anaccount, 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 activitiesfor 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.


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https://success.salesforce.com/ideaView?id=08730000000hX3QAAU


“Side Panel” in your Outlook configurationTo display the Salesforce Side Panel in Outlook:

“Email to Salesforce,” “Edit Events,” AND “Add Email” inyour Outlook configuration

To add Outlook emails and events to Salesforce records:

“Always save email attachments” in Email to Salesforce settingsTo add email attachments to Salesforce:

“Allow Users to Relate Multiple Contacts to Tasks andEvents” in Activity Settings

To add emails to multiple contacts:

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 whichusers 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, theside 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 PanelIf you’ve enabled Shared Activities, and you have users who don’t yet use the Salesforce Side Panel, the Add Emails featurenow automatically adds emails to multiple contacts. Here’s how.

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http://www.salesforce.com/_app/video/Slsfrce_for_Outlk/Completing_Salesforce_Work_in_Outlook_video.jsp

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 assignthe emails in My Unresolved Items.

Manually Select Items to Sync


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 thesync 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.

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https://success.salesforce.com/ideaView?id=08730000000BpZvAAK

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 PanelUsers will also discover that the search feature just got a lot better. We’ve improved search results so they now include anykinds of related Salesforce records with which users can associate tasks—not just contacts, accounts, opportunities, and leads.

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Search results can also include custom objects. To have custom objects appear in your users search results, the objects need toinclude 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


Now your users will see cases related to the contacts that appear in the side panel. This helps sales professionals stay informedabout any potential problems that their leads or customers are experiencing with your company.

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https://success.salesforce.com/ideaView?id=08730000000juwQAAQ

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

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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 OutlookIf your users create tasks with a custom form in Outlook, Salesforce for Outlook syncs their Salesforce tasks to Outlook usingthat custom form. Previously, the sync process used the standard task form. Users need to make sure, however, that they storetheir custom task form in the default Tasks folder, and not in a subfolder.


• For users who sync contacts both ways between Outlook and Salesforce and track birthdays for those contacts, we fixedan issue that caused the sync cycle to change birthdays by one day each time the contacts synced. This happened for userswith the time zone set to UTC+01:00 (Central Europe) during daylight savings time, and when the conflict behavior forcontacts 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 Salesforceto 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 seriesfrom syncing to Outlook.(W-1510051)

• For Salesforce contacts created with Mailing addresses and no Other addresses, we fixed an issue that caused those contactsto sync to Outlook with the Other addresses incorrectly set as the default address, even though the Other addresses containedno 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


Salesforce for Outlook v2.1.2New Supported Operating System

We now support using Salesforce for Outlook with Microsoft® Windows® 8. In our system requirements, you’ll nowsee 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)

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Salesforce for Outlook v2.1.2 and EarlierWhat's New with Salesforce for Outlook

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 uselanguages 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 andSend and Add buttons. (W-1554508)

Salesforce for Outlook v2.1.1Bug 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 changedthe start time for the series by the difference in time between the two zones. (W-1482066)

Salesforce for Outlook v2.1.0Viewing Salesforce Records in Microsoft® Outlook®




“Email to Salesforce,” “Edit Events,” AND “Add Email”in your Outlook configuration


“Always save email attachments” in Email to Salesforcesettings

To add email attachments to Salesforce:



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When your users select emails in Outlook, they can view contact and lead details in the new Salesforce Side Panel, whichis now generally available. This side panel displays up to a total of four contacts and leads from the From, To, and Ccfields 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 inthe 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 clickthe search icon ( ) to find other contacts, leads, accounts, and opportunities, and then add emails to them. There’seven 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 yourusers’ 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 detailsalong 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.

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In addition, the Send and Add button no longer appears in individual Outlook emails that your users send. But userscan 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 Panel1. 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 PerformanceWe changed the frequency by which Salesforce for Outlook syncs contacts. Instead of syncing contacts automaticallyevery 10 minutes, Salesforce for Outlook now syncs contacts automatically every hour. This improves the overall speedof 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.

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Understanding Security Improvements

We increased security to prevent others from logging into Salesforce using the Salesforce for Outlook icon ( ) thatappears 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 clickMy 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 nameor 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 FixesFor events that Salesforce archived, we fixed an issue that caused the sync process to delete those events in Outlook.(W-1047362)


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 seriesthat occurs on the 30th day of every month. Because February has fewer than 30 days, Salesforce for Outlook displayedan error and didn’t sync the series to Outlook. (W-1438378)


Recurring Events

We fixed an issue that prevented events with multiple contacts from syncing. (W-1430954)

Specifically,

The sync processWhen users added multiple contacts to

Deleted the events in Microsoft® Outlook®.Previously synced events in Salesforce

Never synced the events to Outlook.New events in Salesforce


Salesforce for Outlook Side Panel

We fixed an issue that prevented users from adding large emails to Salesforce records. This issue also caused the sidepanel 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.

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

Salesforce for Outlook v2.0.2Salesforce for Outlook includes new features that help your users boost their productivity and improve their overall experiencesyncing items with and adding emails to Salesforce.

Viewing Your Salesforce World in Microsoft® Outlook®—Beta




“Email to Salesforce,” “Edit Events,” AND “Add Email”in your Outlook configuration


“Always save email attachments” in Email to Salesforcesettings

To add email attachments to Salesforce:



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 atotal 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 inthe 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.

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1. Users can see the contacts, leads, activities, and opportunities to which they’ve added emails. Your users can also clickthe search icon ( ) to find other contacts, leads, accounts, and opportunities, and then add emails to them. There’seven 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 yourusers’ 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 detailsalong 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 userscan 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 Panel1. From Setup, click Desktop Administration > Outlook Configurations.2. Either create a new Outlook configuration, or edit an existing one.3. Select Side Panel.

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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



“Recurring Events”

In addition, “Read” and “Edit” on events, and event syncdirection set to any of the following directions.

Outlook to Salesforce,

Salesforce to Outlook, or

Sync both ways

To sync recurring events between Outlook and Salesforce:

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

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• 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 theiravailability 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, choosethe 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 duringthe next sync.

You can also learn about other important details for how recurring events differ between Outlook and Salesforce, as wellas details about making modifications to recurring series in Salesforce.com Winter ’13 Release Notes.

To Enable the Recurring Events Feature1. 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 onthe My Unresolved Items page. Starting in Spring ’12, we displayed separate rows for each unresolved email address inthe To and Cc fields of emails your users added to Salesforce. With these separate rows, Spring ’12 and Summer ’12increased 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 matchany email addresses for recipients that appear in the To and Cc fields of emails your users add to Salesforce. Users willalso notice that we replaced the Recipient column with the reinstated From/To column on the My Unresolved Itemspage.

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


We fixed an issue that caused the Add Emails and Send and Add buttons in Microsoft® Outlook® to disappear after 10 ormore minutes of inactivity. (W-1240732)

If you encounter this issue again after installing Salesforce for Outlook v1.7.102, perform a manual sync, which resolvesthis problem. To do so, right-click the system tray icon ( ) and click Sync > Sync Now.


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


• For users who specified a non-Latin character-based language in Microsoft Windows®, we fixed an issue that causedSalesforce 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 Outlookto 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 resolvethis issue in a future release. (W-1047362)


For users who plan to upgrade from Salesforce for Outlook v1.5.176, we fixed an issue that caused potential data lossfrom Salesforce events during the upgrade process. To avoid losing event data, your users on Salesforce for Outlookv1.5.176 must now upgrade directly to Salesforce for Outlook v1.6.178. (W-1189201)

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

Salesforce for Outlook v1.6.176Creating 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 Casesin Outlook. For each destination, you choose the assignee, which can be either individual users or queues. You can addup to 10 destinations for each Outlook configuration. When users create cases, they can add up to 10 emails simultaneouslyfor 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. Thiscategory, 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, andtasks they mark as Private.

• In Microsoft Outlook, users can now indicate any items they don’t want to sync with Salesforce, regardless of whetherthey mark them as Private, by assigning them to the new category Don’t Sync with Salesforce. For example, this canbe helpful when users want to prevent specific contacts, events, and tasks from syncing with Salesforce. For detailson 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 unresolvedemail address. While this may result in additional rows, your users now have the opportunity to assign emails to allof the contacts and leads in the email. In addition, My Unresolved Items now includes an Email Address column sothat 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 associationwhen they use Salesforce for Outlook to add emails to Salesforce. For example, your users can exclude their ownemail domain so that Salesforce for Outlook won’t associate emails to contacts with their email domain. This can beespecially helpful for organizations that create contacts for internal users, and don’t want emails associated with thoseusers.

• Salesforce for Outlook now assigns a category to emails your users add to Salesforce. This new category, Added toSalesforce, 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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salesforce sfo release notes

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