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            Enable Event Type Selections to Log Events from Outlook or Gmail

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            Enable Event Type Selections to Log Events from Outlook or Gmail

            Use the Type field on the Event object to provide sales reps a selection list to identify the type of event logged from the Outlook or Gmail integration. If the field is visible, reps can choose from a list of event types to classify the event they’re logging. Customize the Type field’s picklist values to reflect the types of communications in your business.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available with Sales Cloud, Service Cloud, and Lightning Platform in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To view field accessibility: View Setup and Configuration
            To change field accessibility:

            Customize Application

            AND

            Manage Profiles and Permission Sets
            1. From the Object Manager in Setup, find the Event object.
            2. In Field & Relationships, select Type.
            3. In Field Information, select Edit, set Field Usage to Active, and set any other field information required for your configuration.
            4. Save the settings.
            5. In the Field Information, select Set Field-Level Security. Make the field visible to the users and profiles who log events from the integration.
            6. Save the settings.
            7. In Event Type Picklist Values, add, reorder, or replace the values you want to include as event type selections.
            8. Save the picklist values.

            As long as the Type field for the Event object is visible, sales reps see the field in the integration when logging events. However, if you choose to make the field required on a page layout, it isn’t required when logging events from the integration. The integration doesn’t distinguish between user profiles and the page layouts they’re assigned for the field.

            Tip
            Tip The Event object’s Type picklist is different than other picklists, which makes it unique when including it in reports. To include the Type field in reports, create a workflow to copy the values from the field to a new custom field on the Event object. You can then add the custom field to your report.

            See Also

             
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