When tasks sync from Outlook with Salesforce for Outlook, they appear on the My Unresolved Items page. Use this page to either assign tasks 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 tasks: |
Edit on tasks and Read on the objects you assign to tasks AND Sync enabled for tasks |
| To create new Salesforce records: |
Edit on tasks 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 You can also resolve a task from the task record by assigning it to other Salesforce
records using the Related To and Name fields. Assigned
tasks are automatically removed from your unresolved tasks list.
- 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.
-
Depending on how you want to resolve a task, 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 tasks, such as internal meetings or personal appointments, aren't linked to any other records and are visible to you only.
- 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 task is added to the associated record's Activity History or Open Activities related list. You can't save changes if your tasks have a required custom field or an activity custom field becomes required after items are added to your unresolved tasks list.