Let’s be real—keeping up with the demands of a fast-paced business world means your tools have to work together seamlessly. That’s why connecting email platforms like Outlook or Gmail with Salesforce is such a game-changer. When it’s working correctly, you can send and track emails directly from your inbox, pull up Salesforce insights while reading an email, and live your most productive life without hopping between tabs all day.
But let’s not sugarcoat it—getting Salesforce and your email to play nice? Not always so simple.
Over the years, we’ve helped numerous clients navigate this exact puzzle and have noticed the same three issues keep popping up. So, whether you’re just getting started or trying to fix a setup that’s gone sideways, here’s what you need to know.
It all starts with the initial connection—and if something goes wrong here, nothing else will work the way it should. Sure, Salesforce provides a relatively straightforward setup guide (Email Configurations is the go-to spot in Salesforce), but the devil’s in the details. Small things—like how your email is hosted or which version you’re using—can turn into big roadblocks.
The key is to double-check everything:
Even one missed setting can throw the whole system out of sync. Taking time to get the setup right from the beginning will save you a ton of headaches down the line.
Einstein Activity Capture (EAC) and Salesforce Inbox are both fantastic tools—and they are when they’re configured correctly. But when they’re not? Emails might go missing, data may not sync, and users end up scratching their heads.
Some common hiccups we’ve seen:
In many cases, the simplest fix is to temporarily disable both tools, fine-tune the settings, and start fresh. Once everything’s dialed in, your emails and calendar events will sync like magic, giving your team a clear view of every customer interaction.
Every so often, things go weird. Like, really weird. We’re talking ghost-in-the-machine kind of stuff—settings that don’t stick, features that work one day and mysteriously vanish the next. We lovingly call these oddities “Voodoo & Gremlins.” More often than not, the culprit is:
One client was stuck for days until we jumped on a screen share and spotted a little banner at the top: “Upgrade to the latest version.” A quick update and reinstall later, and voilà—it was fixed.
Look, integrating Salesforce with Outlook can get messy, complicated, and frustrating. But it doesn’t have to be. That’s where we come in.
At Dynamic Specialties Group, we’ve seen it all. Whether you’re hitting snags with setup, struggling with sync issues, or simply need someone to ensure everything runs smoothly, our team is here for you.
So if you’re ready to get your Salesforce and Outlook integration working the way it should, let’s talk. With practical know-how, a people-first approach, and a proven track record, we’ll help you cut through the noise and get back to doing what you do best.