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Custom SalesCloud Activity Types In Outlook (Doc ID 2423605.1)

Last updated on JULY 16, 2018

Applies to:

Oracle Fusion Sales Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

Goal

We have a business requirement to add several custom Meeting Type and Appointment Status values for user's to select in Salescloud and Outlook. We currently do not use a custom package or sync down any custom info from SalesCloud to Outlook. We would like to know if there is an instruction document available for us to review and test with (I looked but couldn't locate one). We also need to understand how this would impact binary updates and what additional steps need to be completed before/after the binary updates.
 

Solution

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