salesforce disable salesforce for outlook plugin

Connect for Outlook Version 3.3.111: * Requires Microsoft Windows 2000, XP, Vista, or 7 * XP, Vista, or 7 must be 32-bit only 64-bit is not supported * Requires Microsoft Outlook XP (2002), 2003, or 2007 Salesforce for Outlook Version 1.3.170: * Requires Microsoft Windows XP, Vista, or 7 * XP and Vista must be 32-bit only, 7 can be 32-bit or 64-bit * Requires Microsoft Outlook 2007 or 2010 * The Windows time zone must match the time zone set in the user’s Salesforce profile. Depending on your computer’s configuration, you may be limited to only one version. If needing to stop the Birthday reminders I believe the best way to do this is to turn off this setting in Outlook.First off, here are the system requirements for each. The advanced sync settings for the Einstein Activity Capture can only add filters to stop the syncing of Contacts through the Birthday Field.

If the Birthday Event was from the Calendar of the user they can mark these as 'Private' in order for it to be excluded on the Event sync.To prevent this from happening, the best thing to do is to set your event sync direction to “Salesforce to Office 365” so that whenever a birthday event will be automatically created in Outlook, it won’t sync to Salesforce.Įvents Sync How Private Events Sync with Einstein Activity Capture

And because you’re using Einstein if your sync direction is 'Office 365 to Salesforce', all events created from Outlook will definitely sync to your Salesforce calendar. This is basic functionality of Outlook that if you create a new contact record and you fill out the birthday field, it will automatically create a calendar event for the birthday of that newly added contact. Looks like the outlook is creating calendar birthday events automatically when new contact records are created in Outlook and because you set up Einstein Activity Capture, those events are syncing to Salesforce.

Salesforce disable salesforce for outlook plugin