How do I set up and use Calendar Sync?

Overview

Use Calendar Sync to keep events in sync between Salesforce and your email calendar. Set up rules, filters, and enhancements to customize which events should be synced.
 

Requirements

Setup

1. Navigate to Calendar Sync Rules within the Dashboard.

  home.cirrusinsight.com - Salesforce Sync > Salesforce Sync Settings > Calendar Sync > Rules


Rules

2. From Rules, choose which which events should be synced by enabling or disabling these settings:
  • Sync events from email to Salesforce - When enabled, Salesforce Sync will capture events/appointments residing in your email calendar and synchronize them against your Salesforce calendar.
  • Sync events from Salesforce to email - When enabled, Salesforce Sync will capture events/appointments residing in your Salesforce Calendar, and synchronize them against your Email calendar. Outlook users should review Why does Outlook send event invitations when Calendar Sync is enabled?.
Each of the above settings can be configured independently with its own set of sub-rules:
  • Sync all events - will sync for all records.
  • Only sync updates to existing events – if this option is chosen, the system will only sync changes to events that have been manually synced by hand or through the Cirrus Insight sidebar plugin.  New events will not be created.
  • Only sync events that contain an invitee – If no attendees have been invited for the event, this option will prevent syncing.
  • Only sync events that contain a contact or lead – Only events that contain a Salesforce contact or lead on the invitee list will be synced (not just related to the contact/lead).
  • Sync Events to Person Accounts - Salesforce Sync can relate synced records to Person Accounts if your Salesforce org uses this object instead of Contacts.  
Screenshot of Calendar Sync settings


Filters

3. Continue to the Filters section for further customization:

  • Blocked Domains - This setting is exclusively Admin controlled. Events that have attendees with blocked email domains will not be synced. 
    • 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.

Screenshot of calendar sync.


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.

salesforce user lookup

 

Advanced

5. Finish setup with the Advanced section:

  • Sync full event description - If enabled, the Salesforce event's plain text description will overwrite the HTML formatting in the email calendar event’s description.

  • Delete events from email if deleted in Salesforce - If enabled, deleting an event in Salesforce will cause the corresponding event in the email calendar to also be deleted.

  • Reset sync window for syncing future events - This setting will scan future events. Choose the number of months in the future (up to 11) to sync events.

  • Reset sync window for syncing past events (days) - This setting scans past events. Choose the number of days in the past (between 0 and 7) to sync events.
  • Field Sync Options (Description) - Determines if the event description is synced or not.

Enable

6. To enable Calendar Sync, navigate to Salesforce Sync General Settings.

  home.cirrusinsight.com - Salesforce Sync > Salesforce Sync Settings > General Settings

7. Select Start under Calendar Sync.



Making Changes to Sync Settings

⚠️ Sync settings cannot be edited while sync services are running.
 
  • Then repeat steps 1-7 above.

Updated Dec. 2022

 

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