Thursday, December 27, 2012

Add Email Button Hidden Issue Outlook Integration:

Add Email Button Hidden Issue Outlook Integration:
After installing Salesforce for Outlook (SFO), the “Add Email” and “Send and/or Add Email” buttons are not visible in Outlook

Possible Causes and Resolutions:
Make sure ‘Email to Salesforce’ is enabled and also ‘Add Email’ feature is enabled in the Outlook configuration that you have been assigned to.

To enable “Email to Salesforce”:
*Requires System Administrator permission
In Salesforce, click Your Name | Setup | Administration setup | Email Administration | Email to Salesforce and make sure the ‘Active’ box is checked

To enable ‘Add Email’ for each user:
In Salesforce, click Your Name | Setup | Administration setup | Desktop Administration | Outlook Configurations, Edit your Outlook Configuration and make sure the ‘Add Email’ box is checked under  “Email Settings”
Check if Salesforce for Outlook is running in System Tray. The ‘Add Email’ button will never display if Salesforce for Outlook is not running in system Tray. Salesforce for Outlook runs only from the system tray and does not have a menu item in Outlook unlike the “Connect for Outlook”
If ‘Email to Salesforce’ and ‘Add Email’ are both enabled in Salesforce and you do not see the ‘Add Email’ or ‘Send and Add Email’ buttons in Outlook, it is possible that either they are disabled by Outlook or the installation failed due to security software or the user who installed the application did not have local administrator permission on the computer.
Outlook 2007: Help | Disabled Items…
Outlook 2007: Tools | Trust Center | Add-ins | Manage - COM Add-ins | Enable Salesforce for Outlook
Outlook 2010: File | Options | Add-ins
Under ‘Manage’ drop down select “Disabled Items” and click on the ‘Go…” button
  • If Salesforce for Outlook is in the disabled item list, select it and click on Enable
  • You need to restart Outlook and Salesforce for Outlook
If the issue persist, and Salesforce for Outlook is listed as Active Application Addins in the Outlook Trust Center,  please check the following settings and make the necessary changes:

For Windows 7:
  1. Click on Start/Control Panel/ User Account / User Accounts
  2. Select Change User Account Control Settings
  3. Make sure to change it to "Never Notify"
  4. Restart the computer
  5. Once it is restore: Restart Outlook and Salesforce for Outlook and attempt to sync again.

For Windows Vista:
  1. Launch MSCONFIG by from the Run menu.
  2. Click on the Tools tab. Scroll down till you find "Disable UAC" . Click on that line
  3. Press the Launch button
  4. A CMD window will open. When the command is done, you can close the window.
  5. Close MSCONFIG. You need to reboot the computer for changes to apply.
If Salesforce for Outlook is running, make sure that you have synced with Salesforce.com using Salesforce for Outlook. The add-in will get its configuration after Salesforce for Outlook finishes sync and ‘Add Email’ button will load in Outlook.If you have recently made any changes to your configuration, you must sync using Salesforce for Outlook for add-in to pickup latest configurations. You can do this by manually initiating Sync or by waiting for Auto Sync to initiate sync to get latest configurations. To sync manually: Right click on the Salesforce for Outlook system tray icon in the taskbar in the right bottom corner of the screen and click on sync and sync now
If none of the steps resolved your issue, please see
  1. How to delete Salesforce for outlook sync database
  2. Salesforce for Outlook Add Email button issues

Add an email button can disappear and will not load if user's PC profile is corrupted.
To solve this problem recreate the user's local profile. To do this, log in as an administrator, and change the name of the user's profile folder (c:\users\ and locate the folder with the user's folder. Change the name to nameOLD or something). Then have the user log back into the pc and try run the plugin.

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