Tell Reps How to Prevent Certain Microsoft® Outlook Calendar Events from Syncing to Salesforce

Salesforce admins should tell reps how to manage which of their Outlook calendar events sync with Salesforce. We recommend that reps prepare events that they don’t want to sync before admins kick off the sync process. However, reps can manage which events sync at any time.

Required Editions

Available to sync records from: Salesforce Classic, Lightning Experience, and the Salesforce mobile app

Available to set up from: Salesforce Classic and Lightning Experience

Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Sales Cloud, Service Cloud, and Lightning Platform

Reps can prevent some of their calendar events —like personal events—from syncing to Salesforce.

Later in the setup process, admins have to define reps’ sync settings in Lightning Sync configurations. If admins define sync settings for events, all events from a rep’s default calendar sync to Salesforce—unless admins tell reps to manage those events now.

Reps can prevent personal events from syncing from their calendars to Salesforce in different ways.

Reps can create a separate calendar in their calendar application to track personal events. (Lightning Sync is designed to sync only a reps’ default calendar to Salesforce.)
When admins define sync settings in Lightning Sync configurations, admins choose whether to sync reps’ private events. If admins opt not to sync private events, reps can prevent events from syncing by assigning the private option to events from their calendar applications.

If reps don’t manage their personal events before syncing begins, reps can still remove those events from Salesforce by deleting personal events Salesforce manually.