Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How can I know which are my private Contacts (Tasks, Events) when all personal and Salesforce items are in the same folder?

0
Posted

How can I know which are my private Contacts (Tasks, Events) when all personal and Salesforce items are in the same folder?

0

You can distinguish the Shared with Salesforce items from the Not shared with Salesforce items in the Outlook views by their icons, which differ from each other. When you open the form, you can see the Shared with Salesforce bar. This bar shows you if the item is shared with Salesforce or not. Shared items have a bar like this: Not shared items have a bar like this: You can change the status of the item with just one click on this bar or you can add the Salesforce Shared field to the view to share items without opening their forms. Caution: Stopping of sharing will lead to the deletion of the item from Salesforce, and at the next synchronization, you will be asked to confirm this deletion. Do not confirm it, if you do not want to remove the item from Salesforce. If you need to save your personal version of the item, then create a copy and mark it Not to be shared with Salesforce.

What is your question?

*Sadly, we had to bring back ads too. Hopefully more targeted.