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Maintain your Salesforce organization

Maintain the Salesforce features that support flair. This guide covers developer script exception emails, Salesforce Lightning Design System 2 (SLDS 2), and external calendar connections.

Who can use this?

Salesforce Admins in Salesforce Setup. Einstein Activity Capture calendar sync requires Salesforce Enterprise or Unlimited Edition.

Before you begin​

  • Confirm that your Salesforce organization supports SLDS 2 before changing its theme.
  • Test theme changes in a Sandbox before production.
  • Review the system, Exchange Server, role, and setup requirements before enabling the Outlook integration.

Review developer script exception emails​

Salesforce can send automated developer script exception emails that require no immediate action. flair Support also monitors these notifications and contacts you when an exception requires attention or could affect your organization.

An email can occur when a user attempts an action without sufficient permission. For example, a user with read access can trigger an exception by trying to delete a job. The email contains the incident details.

  1. Identify the user in the email.
  2. Review the attempted action.
  3. If the action is appropriate, assign the required permission.

Review permissions or contact flair Support when you see repeated exceptions from the same user, exceptions in critical business processes, or a pattern of permission failures.

Update to Salesforce Lightning Design System 2​

SLDS 2 uses the Salesforce Cosmos theme. The exact activation flow depends on your Salesforce edition and current configuration.

  1. Confirm that your Salesforce version supports SLDS 2.
  2. Review the Salesforce SLDS 2 documentation and compatibility requirements.
  3. Check custom components and pages for SLDS 2 compatibility.
  4. Save the current theme and design settings.
  5. In Salesforce Setup, enable SLDS 2.
  6. Test every custom component with the new design system.
  7. Inform users about the interface changes.

For edition-specific activation steps, use the official Salesforce documentation or contact Salesforce Support.

Connect Salesforce Scheduler to an external calendar​

Einstein Activity Capture connects the Salesforce calendar with Microsoft Outlook or Google Calendar. Tell users where to edit events based on the configured sync direction.

warning

Appointments created in Salesforce Scheduler are view-only on the Salesforce calendar. Modify or cancel them in Salesforce Scheduler. When those appointments sync to an external calendar, do not modify them there because the events can become out of sync.

Service Resources with the Asset type cannot sync with external calendars.

Choose a calendar sync direction​

Sync directionBehaviorWhere to edit events
Salesforce to External CalendarSalesforce Scheduler events appear on the Salesforce calendar and sync to external calendars. External events do not sync to Salesforce and do not affect Service Resource availability.Salesforce Scheduler
External Calendar to SalesforceExternal events sync to Salesforce and affect Service Resource availability. Salesforce Scheduler events do not sync to the external calendar.External calendar
BidirectionalSalesforce Scheduler events sync to external calendars. External events sync to Salesforce and affect Service Resource availability.Either calendar

Enable the Outlook integration​

Review the Salesforce requirements before setup:

  1. In Salesforce Setup, enter Outlook Integration and Sync in Quick Find.
  2. Open Outlook Integration and Sync.
  3. Select Let users access Salesforce records from Outlook.

Install the Salesforce add-in for Outlook​

  1. Click Microsoft AppSource (Recommended). If company policy blocks AppSource, download the manifest and distribute it to Outlook users.
  2. On the Microsoft page, confirm the redirect.
  3. In Microsoft AppSource, click Get it now.
  4. Enter the email address for the account to connect with Salesforce.
  5. Click Sign in.
  6. Enter the required information.
  7. Click Get it now.

Configure the Email Application Pane​

  1. In Salesforce, select Customize Content with App Builder.
  2. Click Create New Pane.
  3. If an error appears, click OK. Salesforce opens Lightning App Builder.
  4. Drag the flair component into the pane layout.
  5. Click Save.
  6. Click Activate.
  7. Select Set this page as the default Email Application Pane.
  8. Click Next.
  9. Click Activate.
  10. Click Save.

Troubleshooting​

The Salesforce add-in does not appear in Outlook​

Clear the Outlook browser cookies and cache, and then open the add-in again.