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Is there a way to determine which Outlook calendar events sync with Salesforce?  Or does everything on your calendar sync?  I'd like to be able to sync meetings on my calendar, but exclude internal meetings, personal appts, etc.

 

Is there a way to do this with Salesforce for Outlook?
1 answer
  1. Jul 22, 2011, 4:06 PM
    Have you checked your event data set to see what you have set to sync?  Here is the help file on entering event filters (you can also use to look at them).

     

    Entering Event Filters for Salesforce for Outlook

    Available in: Professional, Enterprise, Unlimited, and Developer Editions

     

    User Permissions Needed To view configurations: “View Setup and Configuration” To create, edit, or delete configurations: “Manage Email Client Configurations” To create, edit, or delete data sets: Sync Direction can't be  Don't sync

    Data sets are subsets of the Salesforce records that Salesforce for Outlook users can sync. They consist of filters that limit which records will sync. For example, most users may sync only current and future events, while some users may need to also sync past events. Salesforce for Outlook syncs events based on their end dates rather than their start dates. For example, if you're syncing current and future events only, a two-day event that started yesterday still syncs.

    The Data Sets section of the Outlook Configuration detail page shows a summary of the configuration's current event filters.

    1. Define a data set for a configuration.
    2. Under Events, enter one of these filters in the Greater or equal to field.

      • TODAY —Syncs events that end on or after today. The start time is 12:00 a.m.
      • LAST MONTH —Syncs events that ended on or after the first day of last month.
      • LAST N DAYS —Syncs events that ended on or after a specified number of days ago, such as  LAST 30 DAYS .
    3. You can use the Get Record Count button to check how many records will sync for a sample Salesforce for Outlook user based on the configuration's filters.
    4. Save the data set.

    Note

    _img src="

    https://na7.salesforce.com/img/help/helpNote_icon.gif" /_The following items don't sync: recurring events, all-day events beginning on the first day you're configured to sync, and event attendees. Multiday events sync as single events in either direction. Multi-day events do sync.
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