Salesforce and Google Calendar

Synchronizing Salesforce

and Google Calendar

Using Appirio

Calendar Sync

David Noble

[email protected]

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

You may need to generate a

personal security token if your

admin has not whitelisted Appirio's

server...

To generate a personal security

token, go to “Reset My Security

Token” in your personal setup.

You should receive an email with

your security token immediately.

Now we are ready to start.

Here's an event

scheduled in your

Google Calendar

account.

And here's an event

scheduled in your

Salesforce account.

Go to the Appirio

Calendar Sync app. Then

the Calendar Sync tab.

This takes you to a setup

page on your first time.

You may need to paste your

security token at the end of

your Salesforce password.

Now you can configure

synchronization to a

Google Calendar.

Notice that the most frequent

automatic sync option is for

every two hours.

If you have multiple

Google calendars, be sure

to pick the right one.

You probably want to be

notified if a problem

occurs when syncing.

Start the first sync

when you save.

You can force a sync

whenever you want.

You can also view

a log of changes

made by syncs.

Events from your

Google Calendar

are now on

Salesforce.

And events from

Salesforce are now

on your Google

Calendar.

Voila!