Synced fields include:
To synchronize calendar events between Email and Salesforce, open the hamburger menu on the Cirrus Insight sidebar and click on Salesforce Sync. Click on Calendar to edit the sync rules.
If connection prompts appear, follow the instructions to add: 1) your email credentials (for the email account that has the calendar entries to share with Salesforce) 2) and your Salesforce credentials and 3) authorize Cirrus Insight to do work on your behalf. This allows Cirrus Insight to read appointments from one system and create them in the other. If you are already connected, you will not see these prompts.
Note: If you need to connect an Exchange platform, your Exchange administrator should be able to assist in completing the exchange setup using these instructions. Connecting with Exchange Servers
2. Next, choose which records you wish to sync:
Events sync'd will include those occurring on or after the specified Start Date up to one month into the past and two months into the future from today's date. This means a total of three month's events will be synced each run. It is possible to extend the range of the sync program. To do so, please open a case by emailing firstname.lastname@example.org and ask to have sync extended into the future for up to 6 months.
When Private events are found, they are sync'd between calendars (to indicate that the time is not free) but display only as "Private".
Tip: For nearly immediate syncing, use the start syncing and stop syncing button. The Sync service currently runs every two hours as a scheduled event, but immediate syncing is useful when testing or training. The Sync can be set to run at more frequent intervals but doing so consumes additional API calls to Salesforce. Salesforce allots a specific quantity of API calls per organization, so your Salesforce administrator needs to review your current API allocation and usage to see if increasing the frequency is a good idea for your organization.
Limitation on Required Custom fields
As calendar sync is an automated process, the Salesforce event record type cannot contain any custom fields that are marked as required.
Match Criteria and Duplicate Detection