Hi friends, I'm so glad to find this group! I'm working on testing the Outlook Integration and Sync and embarking on a plan to update all of our users to the new functionality from the old Salesforce for Outlook downloaded software. This has been in process for a while because Salesforce for Outlook is constantly breaking and we want our users to have a better experience. I'm in the final phases of testing to get this rolling... I've had a few questions and have POURED through dozens of websites of documentation and considerations and one thing is very confusing to me and I'm hoping for some clarification if what I have discovered is correct. I have found many conflicting statements across the documentation about what works, what doesn't and not a lot of it is very clear as to what is Lightning specific and what is Classic specific.
To be clear, we are using the Outlook Integration and Sync with Outlook (obv) and Salesforce Classic. We are not on lightning and it will be a while before our org is able to transition to lightning and we need this add-on to work for us long before that happens.
Recurring events do not sync?
- Are recurring events able to sync in Lightning but just not in Classic? In my testing I have it set to sync both ways, and all of my events are able to sync except recurring. In my config file, I have the box checked for "Sync event series (BETA)" but I understand this is just Lightning?
- I also found this idea, which isn't specific to Lightning or Classic, so is it just both and nobody's recurring events will sync? https://success.salesforce.com/ideaView?id=0873A000000CPKAQA4
- I found another idea related to who created the recurring event. What is the current state of behavior if the user syncing has created the recurring event vs. another person creating a recurring event and inviting the synced user to it? https://success.salesforce.com/ideaView?id=0873A000000CPK0QAO
We have teams who are scheduling demos and meetings with customer's in Salesforce. They are looking at specific multi-user calendars to see their entire teams availability. If all of a user's events aren't synced, and just some of them, they'll look available during certain windows when they aren't and we need this be a 100% match to their calendar.
Again, I'm finding such confusing information out there and I really just need the simple low down on what works and doesn't for Classic and the Outlook Sync. @Damien Joly Are you able to elaborate on these questions? Thanks in advance for your knowledge!
