Enabling auto sync for calendar events will automatically move calendar events between Outlook and Salesforce based on the established sync settings. Users do not need to relate calendar events to Salesforce records for the auto sync to run. However, relating calendar events to Salesforce records provides additional insight regarding a user’s schedule and enhances Salesforce reporting. Users can relate calendar events to Salesforce records using the Side Panel and complete SnapFields to update additional Salesforce information, if applicable.
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Relate Calendar Events to Salesforce with Auto Sync
Create or open a Meeting or Appointment in Outlook, and enter information for the item including the invitees, subject, location, date, time, and content as needed.
Tip: If a Meeting is addressed to at least one recipient, the Side Panel will automatically search Salesforce for matching records. For Appointments, users can search the Side Panel for Salesforce records.
Click the View Salesforce Fields button in the Relate to Salesforce section of the Side Panel.
Tip: SnapFields are presented in the View Salesforce Fields window if the Salesforce event page layout includes either the type field and/or any custom required fields. Users cannot SnapRecord the event until required fields are completed. Some users may not have any SnapFields available.
Enter the values as applicable in the Salesforce Fields window, nothing that required fields are marked in red. Click the green checkmark when finished. The fields will be updated in Salesforce when the event is recorded.
Select the option to Accept This/These Suggestions in the Relate to Salesforce section to record the calendar event to all of the suggested records.
Tip: LinkPoint Connect automatically suggests contacts and leads that exist in Salesforce if they are included in the Required or Optional fields of the meeting. If there are no matching contacts or leads in Salesforce, the Relate to Salesforce section will not display any suggestions.
Select the Relate to Salesforce checkbox next to records in the Search Results to record the calendar event to the selected record.
Warning: Salesforce does not allow users to take action on contacts and leads at the same time. Try selecting only contacts or only leads and record the calendar event.
Enter text in the Search field, and press Enter or click the Search icon to find for additional records.
Additional Resources: Users can adjust the Salesforce objects and fields included in the Search Results in the Preferences Pane. Refer to the Edit Preferences section of this User Guide for more information.
Deselect the Relate to Salesforce checkbox to disassociate the calendar event from a selected record. Uncheck all of the selections to remove the calendar event from Salesforce.
Tip: Some SnapShots may not include a checkbox to relate the calendar event to a Salesforce record. The option to Relate to Salesforce only appears when working with a supported Outlook item (i.e. email, calendar event, or task). The checkbox will not appear if the Salesforce record does not include Activity History.
Send or save the calendar event. The calendar event will sync based on the established auto sync settings. The calendar event will appear on the user’s calendar in Salesforce and will be related to the selected records, with fields updated, as applicable.
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