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Standard picklist field values when Events or Tasks are synced to Salesforce from Outlook

Fecha de publicación: Oct 13, 2022
Descripción

If the Type (or any other standard Salesforce field) is returning blank or with a value the users do not wish to have when a Task or an Event is being created from Outlook to Salesforce via Salesforce for Outlook, a default value for the picklist must be defined in Salesforce.
Solución

PLEASE NOTE: To access the options described in this article, you need to have the permission "View Setup and Configuration" enabled in your Salesforce user profile.

For Classic - Follow the steps below to address this issue

1. Go to Setup | App Setup | Customize | Activities | Task Fields or Event Fields | and select the name of the field.
2. Review the value in your picklist options to determine if a "Default" value is set. 
3. Salesforce for Outlook uses the Default picklist value selected in the "Task /EventType Picklist Values" when syncing into Salesforce Tasks and Events from Outlook
4. If no Default value is selected Tasks and Events will sync into Salesforce with no Task/Event Type

For LightningFollow the steps below to address this issue 

1. Go to Setup | Object Manager | Task Fields or Event Fields | and select the name of the field.
2. Review the value in your picklist options to determine if a "Default" value is set. 
3. Salesforce for Outlook uses the Default picklist value selected in the "Task /EventType Picklist Values" when syncing into Salesforce Tasks and Events from Outlook
4. If no Default value is selected Tasks and Events will sync into Salesforce with no Task/Event Type


If you change the default for the picklist, this means that any records created through the Outlook integration or any record created through the User Interface will have this value. You can only change it in the User Interface if the field is editable by the user, and on the page layout.

 

NOTE:  If this field is required on Page Layouts but no default is chosen for the field Salesforce for Outlook will not create the records.

See Also:

Customize the Fields That Sync Between Salesforce and Microsoft® Outlook®

Número del artículo de conocimiento

000385632

 
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Salesforce Help | Article