Salesforce Docs Portal

Resolve Your Synced Events

When non-recurring events sync from your email app with Einstein Activity Capture, Lightning Sync, or Salesforce for Outlook, they appear in your Salesforce calendar and on the My Unresolved Items page. Use this page to either assign events to related Salesforce records or confirm that you want to leave them unassigned.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All Editions
User Permissions Needed
To view or edit unresolved events:

Edit on events and Read on the objects you assign to events

AND

Sync enabled for events
To create new Salesforce records:

Edit on events

AND

Show Quick Create and Create on those objects
To see recently used data in the related records fields: Lookup Auto-Completion in Search Settings
Note
Note From the My Unresolved Items page, you can’t resolve recurring events (repeating events created in Salesforce Classic, which only sync if you’re using Salesforce for Outlook) or event series (repeating events created in Lightning Experience or the Salesforce mobile app, which only sync using Lightning Sync or Einstein Activity Capture). Instead, go directly to the repeating events in your calendar to associate the events with Salesforce records.
Note
Note You can also resolve an event from the event record by marking it private or by assigning it to other Salesforce records using the Related To and Name fields. Assigned and private events are automatically removed from your unresolved events list. Click Show event description icon next to the subject to see an event’s description.
  1. In Salesforce Classic, access your unresolved events from the sidebar shortcut Unresolved Items. In Lightning Experience, click your profile picture, then click Settings | Email | My Unresolved Items.
  2. Depending on how you want to resolve an event, choose either of these actions.
    • Assign to related records—Enter a related record in one or both fields. If you need to, first select the correct record type from the dropdown list. If you assign a lead, you can’t assign additional records. Clear an entry to cancel an assignment.
    • Leave unassigned—Click Don’t Assign. Unassigned events, such as internal meetings or personal appointments, aren’t linked to any other records and are visible to you only.
  3. Click Save to save your changes. All modified items are removed from the list. Remaining items continue to sync, and you can return anytime to resolve them. Clicking Cancel cancels all changes on the page. The event is added to the associated record’s Activity History or Open Activities related list. You can’t save changes if your events have a required custom field or an activity custom field becomes required after items are added to your unresolved events list.

See Also