Salesforce and Google Calendar

20
Synchronizing Salesforce and Google Calendar Using Appirio Calendar Sync David Noble [email protected]

description

Steps to automatically synchronize Salesforce and Google calendars after an admin has installed Appirio Calendar Sync from AppExchange.

Transcript of Salesforce and Google Calendar

Page 1: Salesforce and Google Calendar

Synchronizing Salesforce

and Google Calendar

Using Appirio

Calendar Sync

David Noble

[email protected]

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Prerequisites

Salesforce accountUnlimited, Enterprise, Professional, or Developer

Google Apps accountCustom domain, not gmail.com

Appirio Sync for Google CalendarEasy for Salesforce admin to install

Setup > Google Apps

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You may need to generate a

personal security token if your

admin has not whitelisted Appirio's

server...

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To generate a personal security

token, go to “Reset My Security

Token” in your personal setup.

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You should receive an email with

your security token immediately.

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Now we are ready to start.

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Here's an event

scheduled in your

Google Calendar

account.

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And here's an event

scheduled in your

Salesforce account.

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Go to the Appirio

Calendar Sync app. Then

the Calendar Sync tab.

This takes you to a setup

page on your first time.

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You may need to paste your

security token at the end of

your Salesforce password.

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Now you can configure

synchronization to a

Google Calendar.

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Notice that the most frequent

automatic sync option is for

every two hours.

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If you have multiple

Google calendars, be sure

to pick the right one.

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You probably want to be

notified if a problem

occurs when syncing.

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Start the first sync

when you save.

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You can force a sync

whenever you want.

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You can also view

a log of changes

made by syncs.

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Events from your

Google Calendar

are now on

Salesforce.

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And events from

Salesforce are now

on your Google

Calendar.

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Voila!