Salesforce for Outlook: Send and Add button no longer applies "Added to Salesforce" category to Added emails
Last updated 2021-05-26 ·Reference W-2656368 ·Reported By 2 users
When an email is added to a Salesforce record from Outlook using the Send and Add button, the new completed task is created in SFDC capturing this sent email but In Outlook when we view the email from sent items folder the "Added to Salesforce" (Category) message does not appear in a ribbon above the body of email.
1. Start composing a new email.
2. Use "Send and Add" button to add email to salesforce
3. Navigate to Outlook's "Sent Items" folder.
4. Notice no category on the added email
You can use the Side Panel or you can create the category manually in Outlook and assign the added email to that category
Is it Fixed?
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