#Acalendar not syncing how to
#Acalendar not syncing update
#Acalendar not syncing manual

Recommended for users who want to set calendar event sync based on sync preferences with little to no monitoring.Īdditional Resources : Refer to the Establish Calendar Auto Sync Settings and Relate Calendar Events to Salesforce with Auto Sync sections of this User Guide for more information.ĭownload: Access the complete LinkPoint Connect User Guide in.

#Acalendar not syncing update

Users can relate calendar events to Salesforce records using the Side Panel and complete SnapFields to update additional Salesforce information, if applicable.

Enabling auto sync disables the SnapRecord mode. The sync options automate when and how calendar events move between systems.

Users leverage sync settings in LinkPoint Assist indicating the range, frequency, and direction (one-way or bidirectional). Preset calendar event sync to run automatically based on established rules.

#Acalendar not syncing manual

This offers users the opportunity to review the sync results before they take effect.Īdditional Resources : Refer to the Configure and Run a Manual Sync section of this User Guide for more information. LinkPoint360 recommends first-time users run a manual sync before enabling auto sync. Recommended for users who want to sync calendar events in bulk with the ability to double check how the sync rules affect calendars before data moves between systems. Users can relate the item to Salesforce records using the Side Panel and complete SnapFields to update additional Salesforce information, if applicable. Manual sync is disabled by default and can be configured one-way or bidirectionally between systems. Users are prompted to review all calendar events considered for the sync and are given the option to include or exclude calendar events before the sync runs. Users leverage sync settings in LinkPoint Assist but must take action to run each sync. Recommended for users who want a simple introduction to calendar sync and users who want selective control when working with calendar events.Īdditional Resources : Refer to the Record Events with SnapRecord section of this User Guide for more information.Ĭontrol when and how calendar events sync between Outlook and Salesforce with manual sync. SnapRecord is automatically disabled if Auto Sync is turned on. However, changes made to the calendar event in Salesforce will not be reflected in Outlook. Calendar events added to Salesforce with SnapRecord are automatically updated if the user makes changes to the calendar event in Outlook. SnapRecord includes a one-way, single-click method to add an event to a Salesforce calendar. Record specific calendar events from Outlook to Salesforce as a one-off action with SnapRecord.

#Acalendar not syncing how to

Review how to enable and interact with the sync mode in greater detail in the provided articles.Ĭlick the images throughout the Knowledge Base to see full size versions of screen captures. Review the available options to choose the calendar sync mode that best fits specific workflow needs. Each mode provides a different level of control over how calendar events sync and require different levels of user interaction for the sync to occur. These modes cannot be used at the same time. Users can leverage one of several sync modes: SnapRecord, manual sync, or auto sync. Work with calendar events in either Outlook or Salesforce and seamlessly sync items to the opposing system with a variety of calendar sync options.