Configuring Activity Sync

Activity Sync is designed to merge the standard Salesforce Tasks and Events records with the CT CPG Activity records in a way to get better visibility within your private and CT CPG calendars.

Follow the guidelines to configure the Activity Sync process.

  1. If needed, set up the Outlook and Gmail integration with the help of standard Salesforce functionality.

  2. Configure the New Task and New Event global actions on the Accounts and Contacts tabs.

  3. Set up Activity Sync record. Map additional fields that are required to update within the Activity Sync process.

  4. Create records that should be synchronized.

    Records created via Activity Sync do not be automatically updated using the batch in case of changes in their parent records.
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