Work with tasks in either Outlook or Salesforce and seamlessly sync items to the opposing system with a variety of task sync options. Users can leverage one of several sync modes: SnapRecord, manual sync, or auto sync. These modes cannot be used at the same time. Each mode provides a different level of control over how tasks sync and require different levels of user interaction for the sync to occur. Review the available options to choose the task sync mode that best fits specific workflow needs. Review how to enable and interact with the sync mode in greater detail in the provided articles.
Choose a Task Sync Mode
Record specific tasks from Outlook to Salesforce as a one-off action with SnapRecord. SnapRecord includes a one-way, single-click method to add a task to Salesforce. Tasks added to Salesforce with SnapRecord are automatically updated if the user makes changes to the task in Outlook. However, changes made to the task in Salesforce will not be reflected in Outlook. Users can relate the task to Salesforce records using the Side Panel and complete SnapFields to update additional Salesforce information, if applicable. This option is enabled by default. SnapRecord is automatically disabled if auto sync is turned on.
Recommended for users who want a simple introduction to task sync and users who want selective control when working with tasks.
Additional Resources: Refer to the Record Tasks with SnapRecord section of this User Guide for more information.
Control when and how tasks sync between Outlook and Salesforce with Manual sync. Users leverage sync settings in LinkPoint Assist but must take action to run each sync. Users are prompted to review all tasks considered for the sync and are given the option to include or exclude tasks before the sync runs. Manual sync is disabled by default and can be configured one-way or bidirectionally between systems. Users can relate tasks to Salesforce records using the Side Panel and complete SnapFields to update additional Salesforce information, if applicable.
Recommended for users who want to sync tasks in bulk with the ability to double check how the sync rules affect tasks before data moves between systems. LinkPoint360 recommends first-time users run a manual sync before enabling auto sync. This offers users the opportunity to review the sync results before they take effect.
Additional Resources: Refer to the Configure and Run a Manual Sync section of this User Guide for more information.
Preset tasks sync to run automatically based on established rules. Users leverage sync settings in LinkPoint Assist indicating the range, frequency, and direction (one-way or bidirectional). The sync options automate when and how tasks move between systems. Enabling auto sync disables the SnapRecord mode. Users can relate tasks to Salesforce records using the Side Panel and complete SnapFields to update additional Salesforce information, if applicable.
Recommended for users who want to set tasks sync based on sync preferences with little to no monitoring.
Additional Resources: Refer to the Establish Task Auto Sync Settings and Relate Tasks to Salesforce with Auto Sync sections of this User Guide for more information.
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