Activity Sync Management

Purpose

Activity Sync is designed to merge the standard Salesforce Tasks and Events with the custom Activity object records to get better overview of both your private and CT Pharma Calendars.

Main Terms

  • Activity Sync

    A Custom Metadata Types setting that is intended to manage the synchronization of your private and work activities between your different calendars.

  • Sync Types

    The one-way or two-way direction of activities creation and update.

  • Standard and Custom Object Record Criteria

    Additional query criteria should be provided to synchronize standard and custom activities.

  • Fields to Update and Field Values

    Enumeration of fields to update and fields which values will be copied into the fields for updating.

Process Description

  1. Set up Activity Sync in the Custom Metadata Types.

  2. Set up the Type field in the Task and Event standard objects.

  3. Create a Salesforce Task or Event and check the creation on the CT Pharma Calendar.

  4. Update the custom Activity and check its update on a standard SF Calendar.

  5. Create a custom activity and check the creation on the standard Salesforce calendar.

  6. Update activity and check its update on the CT Pharma Calendar.

  7. Set up Mailbox integration.

Setup Settings

  1. Check the default configuration.

  2. Create Activity Sync. Fill in the Type field of the Event or Task standard object. Use one-way or both-way synchronization type.

  3. Add criteria to sync records.

  4. Map additional fields which are required to update within synchronization.

  5. Set up Outlook and Gmail integration with the help of standard Salesforce functionality.

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