The Outlook and Gmail integrations let sales reps log events to Salesforce records. To
get the most accurate picture of the events that sales reps are hosting, enable additional
Salesforce options that also apply to logging events from Outlook and Gmail.
Required Editions
| Available in: Salesforce Classic and
Lightning Experience |
| Available with Sales Cloud, Service Cloud, and Lightning Platform in:
Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
- Allow Reps to Log Events to Multiple Contacts from Outlook and Google Calendar
To gain better insight into your opportunities, and for more accurate reporting on engagements with contacts, enable Shared Activities. With Shared Activities, sales reps can select up to 50 contacts or 1 lead when logging an event from their Outlook or Google calendar.
- Include Attendees on Events Logged from Outlook and Gmail
To include all attendees from an event invitation on the Salesforce event record, make sure that the Attendees field is available on your page layouts for the Event object. Then, when sales reps log an event, all attendees on the event with matching Salesforce records are included as attendees on the event record. All attendees see the same invite on their Salesforce calendar. The attendee RSVP status isn’t included.
- Enable Event Type Selections to Log Events from Outlook or Gmail
Use the Type field on the Event object to provide sales reps a selection list to identify the type of event logged from the Outlook or Gmail integration. If the field is visible, reps can choose from a list of event types to classify the event they’re logging. Customize the Type field’s picklist values to reflect the types of communications in your business.
