1. Navigate to Calendar Sync Rules within the Dashboard.
home.cirrusinsight.com - Salesforce Sync > Salesforce Sync Settings > Calendar Sync > Rules
| Each of the above settings can be configured independently with its own set of sub-rules:
3. Continue to the Filters section for further customization:
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.
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.
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.
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.
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.
Calendar Sync settings can be configured to avoid syncing duplicate calendar events to Salesforce. To do this, your admin needs to make sure the following settings are configured for the org. As the user you will also need to make sure these settings are configured in your Calendar Sync settings.
“Only Sync to Organizer” setting is disabled.
Both “Enable Salesforce Invitees” and “Add User records to synced events using SF User Lookup” are enabled.
How the sync logic will work:
Calendar Sync will check if the organizer has Calendar Sync enabled. If they do, then the system will sync the event to Salesforce once their sync runs.
If the organizer does not use Calendar Sync, the system will check if any invitees are using Calendar Sync.
If more than one invitee is using Calendar Sync, the system will pick the invitee who’s name is first in alphabetical order.
|⚠️ Sync settings cannot be edited while sync services are running.
Updated Dec. 2022