I am researching the best way to provide the ability for users to add recurring events into Salesforce through Outlook Integration. Everything I am finding recommends setting up Einstein Activity Capture (EAC). I am also wondering how evets that are cancelled / changed get updated?
I would love to hear from others that have implemented this or something similar!
Hi @Joan Bellesbach,
When Users open any recurring meeting instance, they will see this error - "You can't log this event. It's either private, recurring, or doesn't meet the criteria for logging. Your Salesforce admin sets this criteria". To get around this -
1. Add a "New Event" quick action in the SF pane.
2. The new event will copy subject and description from the email itself.
3. Check "repeat" checkbox. (Add standard repeat checkbox to the page layout)
4. Select frequency and series end date. Save.
A recurring event is created in SF.
Hope this helps!
