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How Recurring Events Sync with Salesforce for Outlook (Retiring)
Salesforce for Outlook syncs Salesforce recurring events (repeating events created in Salesforce Classic) with Microsoft Outlook calendars.
Required Editions
| Recurring events are available in Salesforce Classic only. |
| Salesforce for Outlook is available in Salesforce Classic and in Lightning Experience, if Salesforce Classic is available in your org. Salesforce for Outlook is available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To sync Salesforce Classic recurring events between Outlook and Salesforce: | Recurring Events Read and Edit events |
Salesforce for Outlook syncs recurring events, which are repeating events created in Salesforce Classic). It doesn’t sync event series, which are repeating events created in your Outlook calendar, Lightning Experience, or the Salesforce app). To sync event series between your Outlook calendar and Lightning Experience or the Salesforce app, consider migrating to Einstein Activity Capture.
If you’re set up to sync recurring events using Salesforce for Outlook, you can sync recurrences with these patterns. After you sync recurring events to Salesforce, you can relate these events with Salesforce records, including contacts, accounts, and opportunities. Syncing recurring events also helps you maintain an accurate view of your availability when you create events and request meetings from your Salesforce calendar.
- Daily
- Weekly
- Monthly
- Yearly
Recurring events don’t appear on the My Unresolved Items page. Instead, go directly to the recurring events in your calendar and use the side panel to associate the recurring events with Salesforce records.
Differences Between Outlook and Salesforce Classic Recurring Events
Recurring events work differently in Outlook than they do in Salesforce Classic.
| For | You should know that |
|---|---|
| Ranges of occurrences | If your recurrences include more than 100 occurrences, Salesforce for Outlook creates the series with 100 occurrences in Salesforce. After the dates of occurrences pass, Salesforce for Outlook automatically adds another group of occurrences, bringing the total future occurrences up to 100 again. The schedule on which Salesforce adds these groups depends on the number of occurrences that passed and when you last synced, as well as whether you changed any existing occurrences. |
| Monthly occurrences | Salesforce for Outlook doesn’t support the Outlook recurrence pattern option weekend day. |
| Yearly occurrences | Salesforce for Outlook only lets you sync yearly events that recur every year. You can’t sync events that recur every other year or every three years. If you enter a number other than 1 for the Recur every option in Outlook recurrence patterns, Salesforce for Outlook doesn’t sync the recurring event series. Salesforce for Outlook doesn’t support the Outlook recurrence pattern option weekend day. |
| Events lasting longer than 24 hours | Salesforce doesn’t support recurring events lasting longer than 24 hours. |
Modifying Recurring Event Series
You can modify recurring event series, but it's good to know what to avoid, so that you don't lose any details for individual event occurrences that you've modified.
| If you modify | You should know that |
|---|---|
| Recurring event series in Outlook | Modifications are handled differently depending on which fields you modify. Changes to some fields are considered to be critical changes. If you make critical changes to your recurring event series, the critical changes are given preference to modifications that you’ve previously made to individual event occurrences, and the changes you make sync with Salesforce. Critical changes to recurring events include modifications to:
For example, if you modify the appointment time of a series, then later modify the appointment time for an individual event, the series appointment time modification propagates to the individually modified event, and syncs to Salesforce. On the other hand, non-critical changes (changes to other event fields) that you make to a recurring event doesn’t propagate to individually modified events. Likewise, the non-critical changes that you make sync to Salesforce for the recurring event, but the individually modified events don’t sync. |
| Start dates for recurring event series in Outlook | Salesforce doesn't support modifications to start dates that already occurred. |
| End dates for recurring event series in Salesforce | A critical change in Outlook, and clears any modifications you make to individual occurrences within the series. Those modifications don't propagate to Outlook. You can, however, modify end dates in Outlook, but that type of critical change clears all modifications you've made to individual occurrences—in both Outlook and Salesforce. |
| Individual occurrences |
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