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Connect Your Salesforce Calendar with External Calendars

Use Einstein Activity Capture app to connect Salesforce calendar with an external calendar, such as Microsoft® Outlook® or Google Calendar™. If you use Einstein Activity Capture, tell your users which calendar to use to edit events based on the sync direction you set.

Required Editions​

Available in: Enterprise and Unlimited Editions

Note:

  • Appointments created in Salesforce Scheduler are view-only on Salesforce calendar. Modify or cancel those appointments in Salesforce Scheduler.
  • When you set the sync direction to bidirectional or Salesforce to external calendar, appointments created in Salesforce Scheduler appear as events on your external calendar. Modify or cancel those appointments in Salesforce Scheduler. Don't modify or cancel those events directly on the external calendar. Doing so can cause events to be out of sync with Salesforce calendar.
  • Service Resources of type asset can't be synced with external calendars.

Sync Directions​

Salesforce to External Calendar​

  • Events created or edited in Salesforce Scheduler appear on Salesforce calendar and sync to external calendars.
  • Events created or edited on external calendars don't appear on or sync to Salesforce calendar, and they aren't considered when determining the availability of service resources in Salesforce Scheduler.

Where to edit events: Salesforce Scheduler

External Calendar to Salesforce​

  • Events created or edited on an external calendar appear on and sync to Salesforce calendar, and they're considered when determining the availability of service resources in Salesforce Scheduler.
  • Events created or edited in Salesforce Scheduler don't sync to external calendars.

Where to edit events: External calendar

Bidirectional​

  • Events created in Salesforce Scheduler appear on Salesforce calendar and sync to external calendars.
  • Events created or edited on an external calendar appear on and sync to Salesforce calendar, and they're considered when determining the availability of service resources in Salesforce Scheduler.

Where to edit events: Either calendar

Configuring the Outlook Integration​

In addition to calendar sync via Einstein Activity Capture, you can enable the Salesforce Outlook Integration so that users can access Salesforce records directly from Microsoft Outlook.

Prerequisites​

Before configuring the integration, ensure the following requirements are met:

Step 1: Enable the Outlook Integration in Salesforce​

  1. Go to Setup in Salesforce
  2. In the Quick Find box, search for Outlook Integration and Sync
  3. Click on Outlook Integration and Sync
  4. Check Let users access Salesforce records from Outlook

Step 2: Install the Salesforce Add-On for Outlook​

  1. Click on Microsoft AppSource (Recommended)
    • If your company security policies do not allow access to Microsoft AppSource, download the manifest file and distribute it to your Outlook users
  2. You will be redirected to Microsoft. Click to confirm
  3. On the Microsoft AppSource page, click Get it now to install the Salesforce add-on
  4. Enter the email address associated with the account you wish to connect to Salesforce via Outlook and click Sign in
  5. Provide the required information and click Get it now

Step 3: Configure the Email Application Pane​

  1. Back in Salesforce, check Customize Content with App Builder
  2. Click Create New Pane
    • If you encounter an error message, simply click OK
  3. You will be redirected to the Lightning App Builder. Drag the flair component into the pane layout
  4. Click Save
  5. Click Activate
  6. Select Set this page as the default Email Application Pane
  7. Click Next, then Activate
  8. Click Save
info

You may need to clear your cookies and cache to enable the Salesforce Add-on in your Outlook.

View interactive walkthrough