How to delete Salesforce for Outlook database?
- Close Microsoft Outlook
- Close Salesforce for Outlook from tray icon by right click the icon and select Exit
- Click Start menu
- Type %appdata% and hit enter
- Open Salesforce.com folder
- Open Salesforce for Outlook folder
- Delete DB folder
How to delete Salesforce for Outlook database?
How to delete Salesforce for Outlook database? 1 Close Microsoft Outlook 2 Close Salesforce for Outlook from tray icon by right click the icon and select Exit 3 Click Start menu 4 Type %appdata% and hit enter 5 Open Salesforce.com folder 6 Open Salesforce for Outlook folder 7 Delete DB folder
How to fix Microsoft Outlook not syncing with Salesforce for Outlook?
Open Microsoft Outlook and Salesforce for Outlook again, you need to re-configure Salesforce for Outlook by entering your Salesforce login credential and following Salesforce for Outlook setup screen. Salesforce for Outlook will re-create the database again. But, if you still get error when sync, log a ticket to Salesforce support.
How do I close Salesforce for Outlook?
Close Microsoft Outlook. Right-click the Salesforce for Outlook system tray icon and click on Exit. Use the Windows and R key combination to bring up the Run box and type in Appwiz.cpl to bring up the list of installed applications on your machine (you can also navigate to Control Panel\All Control Panel Items\Programs and Features).
How do I uninstall Salesforce connect for Outlook 3?
Locate “ Salesforce Outlook Edition 3 ” and click REMOVE . Close Add/Remove Programs. Close regedit. Navigate to “ C:\Documents and Settings\<<user_name>>\Application Data\salesforce.com ” Delete the “ .Salesforce.com ” folder (the dot is important!!) Now you can reinstall Connect for Outlook if desired. You need to sign in to do that.
How do I uninstall Salesforce for Outlook?
Uninstall Salesforce for Outlook (SFO)Close Microsoft Outlook.Right-click the Salesforce for Outlook system tray icon and click on Exit.Use the Windows and R key combination to bring up the Run box and type in Appwiz. ... Select the Salesforce for Outlook and click on Uninstall and follow the on-screen instructions.
How do I change the sync settings for Salesforce Outlook?
From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.Depending on your permissions, you can: Edit your email settings. Edit your sync settings. ... Save your changes. All changes take effect the next time your data syncs.
What is the replacement for Salesforce for Outlook?
Outlook IntegrationSalesforce offers the following products to replace Salesforce for Outlook functionality: Outlook Integration (replaces the Salesforce side panel experience, where reps can see Salesforce records and use some Salesforce features directly from Outlook) Einstein Activity Capture (replaces contact and event sync)
How often does Salesforce sync with Outlook?
Salesforce for Outlook syncs your items based on your system activity. Events and tasks sync automatically every ten minutes; contacts sync automatically every hour. If, however, Salesforce for Outlook detects keyboard or mouse inactivity for 30 minutes, the sync frequency for events and tasks changes to 30 minutes.
How does Salesforce sync with Outlook?
Open your Salesforce Org. Search Outlook in quick find box and Select Outlook Integration and Sync. Then enable Outlook Integration and Lightning Sync button. Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
How do I customize Salesforce in Outlook?
Enable the Salesforce Side PanelFrom Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.If you're modifying an existing Outlook configuration, click Edit next to the one that you want to modify. ... Select Side Panel .Save your changes.
Is Salesforce for Outlook going away?
Salesforce for Outlook is retiring in June 2023. We recommend that as a long-term plan, Salesforce administrators move users to our next-generation replacement products, Outlook Integration and Einstein Activity Capture.
What is the difference between Salesforce for Outlook and lightning for Outlook?
Lightning for Outlook can link emails to Contacts, Leads, Accounts, Opportunities, and Cases. It can also relate Events to records within Salesforce, however if you're looking for a more automated sync of Events, you'll need to look into Lightning Sync.
What is Salesforce in Outlook?
Salesforce for Outlook is an app that automatically syncs contacts, events, and tasks between Outlook and Salesforce. It gives you the ability to see Salesforce contacts and leads related to your Outlook emails.
What is the difference between lightning sync and Einstein activity capture?
Einstein Activity Capture has the same functionality as Lightning Sync, but it also automatically logs emails (both incoming and outgoing) in addition to events. EAC works in the background as well, so no user intervention is required.
Which of the following items get synced when Salesforce is synced with Outlook?
Salesforce for Outlook, a Microsoft® Outlook® integration application that you install, syncs contacts, events, and tasks between Outlook and Salesforce.
How do I enable Salesforce for Outlook?
Take the following steps to enable the Salesforce for Outlook Add-In in Microsoft Outlook 2010/2013/2016:Click File | Options | Add-Ins.Click the Manage drop-down menu and select Disabled Items and click on Go...If the Salesforce add in is listed, select it and click Enable.More items...
Contacts
1. Users synchronize Contacts and suddenly their visibility to their records in Salesforce changes through roles or ownership changes.
Tasks and Events
1. Changes to the user's data set scope in Salesforce Outlook Configuration that exclude certain Tasks and Events previously synchronize
Contacts
1. Moving records to another folder in Microsoft Outlook. 2. Deletion of records in Outlook manually or from a mobile device or sync. 3. Another Outlook add-in changing the GlobalAppointmentId of records in Outlook (the unique identifier in Outlook) which stops SFO tracking the record accurately in Outlook. 4. Changes in Outlook category field.
Tasks and Events
1. Changes to the use's data set scope in Salesforce Outlook Configuration that exclude certain Tasks and Events previously synchronize