Set the Agreement Template field to the template you want to use, or - None -. Some value must be selected or an error will prompt. This is the template that will be invoked when the users click the Send New Agreement button in their email interface.
Mac Integration-We were told by our Salesforce rep that we would have Mac Email. Personally, I find working with Gmail inside a Chrome browser is clunky.
If - None - is selected, then the standard agreement page is used, not the “Default” template as defined on the Agreement Templates tab. Agreement Templates with a Master Object Type defined may not be used.
Attempting to use such a template will generate an error. Set the Agreement Template field to the template you want to use, or - None -. Some value must be selected or an error will prompt. This is the template that will be invoked when the users click the Send New Agreement button in their email interface.
If - None - is selected, then the standard agreement page is used, not the “Default” template as defined on the Agreement Templates tab. Agreement Templates with a Master Object Type defined can not be used. Attempting to use such a template will generate an error. When users authenticate to Salesforce through their mail client, that relationship is logged and enforced from Salesforce. Users authenticate from their mail client to Salesforce. On the email settings page (for either Outlook or Gmail), Salesforce logs and relates the Salesforce user name to the exchange email address that creates the authenticated relationship.
Salesforce strongly enforces a one to one relationship for usernames. If a user tries to authenticate to a different username from an exchange email address that already has a record, they will be denied authentication. Admins in Salesforce have the ability to delete the relationship, forcing the user to re-authenticate.
Yesterday I received an email in language which was neither English nor German (possibly Swedish and I understood only fragments) from salesforce which I assume was trying to tell me that Connect for Outlook will be discontinued. Does anyone of you has this message or a link to this information in English? We got a few clients who are using Connect for Outlook without an Exchange Server - just with a plain IMAP or even POP3. Last time I was playing with the new plugin Salesforce for Outlook I found that it requires Exchange, which maybe no option for my clients.
Would you recommend any alternatives to replace the old plugin with something uncoupled to Exchange? Here is the body of the email in English As a salesforce.com administrator of an organization that has used Connect for Outlook within the last three months, we want to notify you of an important change to the availability and support of the application. What is changing? With the Winter ‘16 release., we will retire and end support for Connect for Outlook. After the release, the application will no longer save your emails or sync your contacts, events, and tasks between Outlook and Salesforce. Currently targeted for October 2015; date subject to change What do we recommend? We understand that this retirement will cause some disruption for customers using Connect for Outlook, and we are here to help.
Prior to the Winter ‘16 release, we encourage you to migrate to Salesforce for Outlook, the application with enhanced features that brings salesforce.com directly into your Outlook environment. There is no cost to migrate, and you can learn more about it in the video. To get started, please see the. In addition, you can find more information in this. Why are we retiring this product? Salesforce for Outlook supports the latest versions of Microsoft’s operating systems and Outlook. Moving forward, we will continue focusing our development efforts on Salesforce for Outlook.
To understand salesforce.com’s philosophy on retiring functionality, please see our feature retirement philosophy here. Where can you go for more information? If you have any questions, please reach out to salesforce.com support by logging a ticket on the Help & Training portal. As far as solutions that do not require exchange, there are a few options out there Outlook on the app exchange that I have heard good things about.