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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