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            Use the Outlook or Gmail Integration to Select Which Events Sync

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            Use the Outlook or Gmail Integration to Select Which Events Sync

            Sales reps can select Outlook calendar or Google Calendar events that they want to sync with Salesforce. After Salesforce admins set up the feature, reps can select which Outlook or Google events sync by logging them to Salesforce using the Outlook or Gmail integration. Event updates sync depending on a user’s sync direction and where they make the update.

            Required Editions

            Available to sync records from: Salesforce Classic, Lightning Experience, and the Salesforce mobile app
            Available to set up from: Salesforce Classic and Lightning Experience
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Sales Cloud, Service Cloud, and Lightning Platform

            How Reps Select Which Events Sync to Salesforce

            To select which Outlook or Google events sync, reps click Log Event from the Outlook or Google integration. Here’s an example of how it looks from the Outlook integration.

            Log Event button on the Outlook Integration side panel

            How Events Sync

            After they’re logged, events sync based on the user’s sync direction and where the user updates the event.

            Sync direction Sync details
            • Exchange to Salesforce
            • Google to Salesforce

            Reps log an event using the Outlook or Google integration.

            • Subsequent updates made to the Outlook or Google event sync to Salesforce.
            • Subsequent updates made to the Salesforce event don’t sync to Outlook or Google.
            Sync both ways

            Reps log an event using the Outlook or Google integration.

            • Subsequent updates made to the Outlook or Google event sync to Salesforce.
            • Subsequent updates made to the Salesforce event sync to Outlook or Google.

            With the Sync both ways direction selected, remember that any events created in Salesforce (and their updates) still automatically sync to Outlook or Google.
            • Salesforce to Exchange
            • Salesforce to Google
            		 Because this feature requires Outlook or Google Calendar to initiate sync, the feature isn’t supported for these sync directions. Instead, all events sync from Salesforce to Outlook or Google

            How to Set Up the Feature

            This table tells Salesforce admins how to set up the feature based on the calendar application that users’ work from.

            Calendar application What to do
            Microsoft Outlook (Microsoft Exchange)
            1. Turn on the feature from the user’s sync configuration. For the Specify Which Exchange Events Sync to Salesforce option, select Events users select. Save your configuration and make sure it’s marked as active. For help, see step 10 in Define Lightning Sync for Microsoft Exchange Settings for Reps.
            2. If you haven’t already, set up the Outlook integration app for your users.
            3. Let users know that from now on, events that they log to Salesforce using Outlook integration sync with Salesforce.
            Google Calendar
            1. Turn on the feature from the user’s sync configuration. For the Specify Which Google Events Sync to Salesforce option, select Events users select. Save your configuration and make sure it’s marked as active. For help, see step 9 in Define Lightning Sync for Google Settings for Reps.
            2. If you haven’t already, set up the Gmail integration app for your users.
            3. Let users know that from now on, events that they log to Salesforce using Gmail integration sync with Salesforce.

            How Events Are Logged When the Feature Is Turned Off

            The Log Event button on the Outlook and Gmail integration works differently when admins choose these other event sync options for Lightning Sync.

            • Admins can choose to sync all of users’ events (by selecting All events for the Specify Which Events Sync to Salesforce option).
            • Admins can choose turned off event sync (by selecting the event sync direction Don’t Sync).

            When these options are selected, users set up for the Outlook or Gmail integration can still log events to their Salesforce record from the side panel in Outlook or Gmail. But when subsequent activity occurs on the logged event, corresponding updates don’t sync to Salesforce. Instead, to add the new activity to Salesforce, the user must log the updated Outlook event to Salesforce again. See Guidelines for Logging Events from Outlook and Gmail to Salesforce.

            See Also

             
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