salesforce disable salesforce for outlook plugin

As such, the standard plugin configuration options do not appear to offer a solution for our security requirement. If we disable this configuration option, all attachments are saved by default.

Once you have updated the permission for your Email Opt Out fields, you can sync your Opt-Outs with Salesforce. Currently, we have Salesforce for Outlook configured so that users can select the attachments (if any) they would like to save with the email message.

In the Build menu, go to Customize > Contacts > Fields.

In Field-Level Security, confirm the following settings:.

If the field access next to System Administrator says Hidden or Read-Only, click on it to change this setting.

You may need to re-select Email Opt-Out from a drop-down menu.

Click on Fields & Relationships then select Email Opt Out.

If you are connecting to Act-On with a user that has a different profile, the Email Opt Out field must be editable for that user's profile.

Launch the client again, and examine it to see if any changes have been made.User Permissions Reminder: We recommend using your Salesforce System Administrator as your Act-On connected user, therefore these Instructions are provided for the System Administrator Profile.

Check that the box is labeled Active for My Email to Salesforce.

To access the user interface of the Lighting, select the User icon.

Send an email to Salesforce and ensure that the Active checkbox is marked in the process.

Choose Setup, then navigate to Email Administration from there.

To access the user's profile on the Classic, tap on their name.

What To Do If Salesforce Does Not Show In Outlook? 1. In this piece of content, we will provide you with a few troubleshooting hints that will assist you in locating the Salesforce button in outlook.

Having said that, there are a variety of other possible explanations for this issue. The new Side Panel may be to blame for Salesforce not showing in outlook, and turning off the feature may solve the problem. There was a time when installing Salesforce for Outlook was a breeze however, that changed not too long ago.

Salesforce disable salesforce for outlook plugin