How do I set up and use Calendar Sync?

• • NOTE: If you chose “Sync All Events” in the Rules setting (see section above), events from blocked domains will be synced but will include no identifying details other than date/time. If you chose any other Rule setting, events from blocked domains will not be synced at all.

• Blocked Email Addresses - This Admin-managed setting ensures that events with blocked email addresses will not be synced.
  • For events with multiple attendees, only the blocked email address will be skipped and the other attendees will be synced.

• Only Sync to Organizer  - If enabled, events with multiple internal invitees will only be synced by the event organizer’s (creator's) Salesforce account.

• Sync Private Events - Control how Calendar Sync handles private events with one of the following settings:

  • Do not sync private events

  • Sync only calendar without event details for private events

  • Sync both calendar and event details for private events

• Sync Partner Contacts (For Community Environments Only) - If your organization uses a Salesforce Community environment, you can configure Calendar Sync to relate synced events against Partner Contact records with this setting enabled.

• Filter Google events by color (For Gmail Only) - This filter setting allows you to decide which color(s) of Google Calendar events should be synced to Salesforce, and how events synced from Salesforce get colored in Google Calendar.

Enrichments

4. Continue to the Enrichments section:

• Relate Synced Events to Accounts - By default, Calendar Sync will relate events synced to Salesforce to Contact/Lead records. With this setting enabled, synced events will also relate to the Account record that the Contact/Lead record is tied to.

• Smart Link - Smart Link will automatically relate synced events to an additional Salesforce record based on the rules that you set up.

• Enable Salesforce Invitees - When enabled, event invitees will be handled as follows:

  • Salesforce to Email – All Contacts and Leads on the event that has a populated email address will be included as invitees on the email version of the event.

  • Email to Salesforce – All invitees on the event will be checked against Salesforce Contacts and Leads. If the invitee exists as a Contact or Lead, they will be included as an Event Relation invitee on the Salesforce event.

  • Response Status – If the user has access to the response status tracking of an email event, then the sync will update the invitee response status in Salesforce.  (In Office 365, the user must be the meeting organizer to have this data.)

• Add User records to synced events using SF User Lookup - If this setting is enabled, Calendar Sync looks for attendees that exist as Users in Salesforce and adds those User Records to synced events.