Click on the Log Event button to relate event to matching Contacts & Leads and also select records from other objects (for example: Accounts, Opportunities, Custom objects and so on). Click Save to add the event to Salesforce. Once the event is successfully added, a green Event Related message will show up at the bottom of the side panel.
Full Answer
How can I add events to my Salesforce calendar?
For example, if a user saw that a particular calendar entry or appointment included one of their prospects (whose information was already recorded in Salesforce) a simple click would add the event into Salesforce itself. In these ways and others a whole lot of time and effort was saved – and a lot less work was duplicated.
How do I Sync my Outlook calendar with Salesforce?
While creating a new calendar meeting in Outlook, click the “Sync to Salesforce” icon in your Outlook ribbon. 2. Select the correct contact or lead in your Salesforce environment to associate the meeting with. 3. Select the correct account or opportunity in your Salesforce environment to associate the meeting with.
Does Yesware sync calendar invite with Salesforce?
“If the user does not manually select the Contact or Lead, Yesware will sync the meeting request with the account in Salesforce associated with the first email address listed in the “To:” field of the calendar invite.”
What are the biggest criticisms of Salesforce for Outlook’s calendar integration?
However, one of the biggest criticisms of Salesforce for Outlook’s calendar integration was the fact it tended to overcompensate in terms of the wealth of information that was visible.
Can I sync my Salesforce calendar with my Outlook calendar?
You can keep your Outlook and Salesforce events in sync using Salesforce for Outlook. After an event is in Salesforce, you can assign it to related records, like contacts, accounts, opportunities, and so on.
How do I make my Outlook calendar events visible?
In Calendar settings, you can publish your calendar so anyone can view your calendar or subscribe to it.In Calendar view, select Settings. ... Select Calendar > Shared calendars.Under Publish a calendar, choose which calendar you want to publish and how much detail people can see.Select Publish.More items...
How do I sync my Outlook calendar with Salesforce lightning?
From Setup, enter Sync in the Quick Find box, then select Outlook Integration and Sync.Click Let users sync contacts, events, or both between Microsoft Exchange and Salesforce to see more setup steps.From the Set Sync Settings and Check Status section, click New Config.Click New Lightning Sync Configuration.More items...
How often does Salesforce sync with Outlook?
Salesforce for Outlook syncs your items based on your system activity. Events and tasks sync automatically every ten minutes; contacts sync automatically every hour. If, however, Salesforce for Outlook detects keyboard or mouse inactivity for 30 minutes, the sync frequency for events and tasks changes to 30 minutes.
How do I change calendar visibility in Outlook?
Outlook on the WebClick the calendar icon in the navigation pane.Select the calendar you want to hide. ... Click Sharing and Permissions.Next to “People in my organization” select “Not Shared” to not share any information, or click “Can view when I'm busy” for others to see times you are available.More items...•
Why is my Outlook calendar not visible to others?
Resolution. To resolve this issue, go to your calendar, select the calendar tab, and click on the calendar permissions. The user will then be prompted to accept the changes. Click okay and the permissions should set accordingly.
How do I connect Outlook to Salesforce?
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How do I add a Salesforce addin to Outlook?
Click Salesforce Lightning for Outlook from the Home tab on the ribbon and then click Manage Add-ins. In the Manage Add-ins page, click the + sign and then select the Salesforce for Outlook add-in from the Office Store. Click the Add button to begin installation.
How do I enable integration in Outlook Salesforce?
From Setup, in the Quick Find box, enter Outlook , and then select Outlook Integration and Sync.Enable Let users access Salesforce records from Outlook.If reps use Outlook on the web, in the Microsoft Outlook Web App Domain section, add the domains that you want to allow access to Salesforce.
How do I export a Salesforce calendar to Outlook?
To export an event, follow these steps.On the detail page for an event, click Export Event.Save the file to your computer as an . ics file.Follow the instructions supplied by your other calendar application to import the event into that calendar.
How do I use Salesforce calendar?
Step 1: Navigate to Setup and find public Calendars and Resources and click on New Button. Step 2: Create a new calendar, fill in the calendar's name and Select Active, and then save the calendar. Here are the details of the public calendar which we have created above.
How does Salesforce work with Outlook?
The Salesforce integration with Outlook is one of a suite of products that give sales reps the power to work from their email applications, while keeping Salesforce data up to date. The integration provides Salesforce data directly within Outlook, and the ability to log emails and events to Salesforce records.
Can you search for a user's calendar?
Customers can easily search the user’s calendar and see specifically when they’ll be in the same location, city, or time zone as them. The user can configure their calendar so that’s all they see – nothing else. However, a favorite user feature is the ability for customers to arrange meetings directly from an email.
Does Ebsta sync with Outlook?
Ebsta’s Calendar Sync tool does everything its name promises. And that’s about it. Sure, it add s and syncs created events into both Salesforce and Outlook Calendar; but the process of bringing everything together isn’t exactly the most straightforward or intuitive way.
Benefits of Using an Outlook and Salesforce Integration
There are many benefits of using an Outlook and Salesforce Integration, let’s look at a few:
Syncing a Meeting to Salesforce Is Quick and Easy! How To Get Started
1. While creating a new calendar meeting in Outlook, click the “Sync to Salesforce” icon in your Outlook ribbon.
System Requirements
In order for the automatic Salesforce sync to work with Yesware, we do require that you have API integration, which is available on Group, Professional, Enterprise, or Unlimited editions of Salesforce. Enterprise and Unlimited editions of Salesforce will automatically have API integration.
What events does Lincoln want to attend?
Some events are team-based, including deadlines, milestones, training, and networking. Sales manager Lincoln wants his team to attend an upcoming green energy expo where they’ll likely find lots of new prospects. He also knows of some other seminars on solar energy technology the team can attend. But Lincoln doesn’t want to crowd their already busy schedules and distract them from selling. He asks Maria to add a public calendar for his team so he can schedule events like expos and seminars there.
What does Maria do with sales reps?
Once their calendars are customized and connected, Maria makes sure her sales reps have everything they need for scheduling on their event layouts. Reps benefit from seeing attendees, creating recurring events with event series, reminders, resources, and global actions.
Can a rep add a resource calendar?
Reps can add resource calendars, public calendars, user lists, and more to determine what they see on their calendars. Then they can adjust their view to drill down further. They can also use the availability view with user lists to find a time to schedule across team members.
