Using Salesforce for Outlook, is it possible to sync events from our shared Outlook calendar to our Salesforce calendar?
This way employees with Salesforce would not have to refer to the Outlook calendar, and would have everything centralized in Salesforce.
Any help is much appreciated. Thank you.
9 answers
Unfortunately, this has not yet been addressed.
As for calendar sync - you can use Salesforce for Outlook to sync just their personal calendars so the information is matching without the need to sync emails, contacts et cetera.
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You can try this and similar appexchange apps can do this for you. Please take a look at it.
Just an FYI-
Public Calendars can be shared in Salesforce CRM and Outlook calendars can be shared.
PROBLEM: How can we sync events between a shared Outlook calendar and a shared public Salesforce CRM calendar?
SOLUTION: It can be done using a shared INDIVIDUAL Salesforce CRM calendar on a generic username:
Salesforce CRM setup:
Create a generic username in salesforce.com such as "Corp Calendar"
Log into Salesforce CRM with that username
Share the personal calendar with everyone (Setup | My Personal Info | Calendar... Add (pick group or roles with needed users), Full Access (or o.w. as needed)
Outlook setup:
Create a generic account in Outlook/Exchange
Share the Calendar in Outlook with everyone
Allows users to update calendar in Outlook and in Salesforce CRM and sync as needed.
This method will expend a Salesforce CRM license, but it will allow sharing and sync'ing of public calendar.
Hope this helps !!!
Thanks,
Vnay
Check my latest blog topics on http://www.vinaychaturvedi.com/
