Sync Tasks

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Salesforce: PC Install for Outlook - Enhanced Side Panel (v7)
Sync Tasks

Choose a Task Sync Mode

Work with tasks in either Outlook or Salesforce and seamlessly sync items to the opposing system with a variety of...

Record Tasks with SnapRecord

Record specific tasks from Outlook to Salesforce as a one-off action. SnapRecord includes a one-way, single-click method to add a...

Establish Task Auto Sync Settings

Preset tasks sync to run automatically based on established rules. Users leverage sync settings in LinkPoint Assist, indicating the range,...

Relate Tasks to Salesforce with Auto Sync

Enabling auto sync for tasks will automatically move tasks between Outlook and Salesforce based on the established sync settings. Users...

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