Syncing tasks from Salesforce to Outlook task list

Question

Syncing tasks from Salesforce to Outlook task list

Thorp, Nitalya 1

Hello,

We have Salesforce for Outlook installed as an add on and would like more of an understanding of how the task sync between the two.

Currently, there is a right panel where we are able to view our Salesforce task and in Salesforce I have adjusted the Outlook Configuration for tasks to be 2 way.

My goal is to display task in outlook from the task section but I am not seeing them.

Is it possible to set this up or are we only able to see Salesforce task in the Salesforce for Outlook panel?

Thank you,

Nitalya Thorp

ChristyZhang-MSFT 26,121 Reputation points Microsoft External Staff

2021-11-10T06:36:19.41+00:00

Hi @Thorp, Nitalya ,

Welcome to our forum!

Looks like the issue is more related to Salesforce. Please kindly understand that the Outlook tag here we mainly focus on general issues about Outlook desktop client. Based on my research, I found an article about syncing tasks with Salesforce for Outlook. For more information, please refer to: How Tasks Sync with Salesforce for Outlook.
(Note: Since the web site is not hosted by Microsoft, the link may change without notice. Microsoft does not guarantee the accuracy of this information.)

If you need more help, please contact salesforce technical support for more professional suggestions. Thanks for your understanding and hope your issue would be resolved soon.