Yesware's calendar sync eliminates the need for manual data entry and increases collaboration for appointment setting by allowing you to sync your Google Calendar events directly to Salesforce and associate them with a Contact or Lead. For more information on how to use Cal Sync, click here.
You can enable Yesware's calendar sync by visiting your Salesforce configuration page in your Yesware account. To set this up, click to enable Yesware Calendar Sync. You can easily disable this feature by visiting this page at any time and clicking “Disable.”
To sync events from your Google calendar to Salesforce, you must have the latest version of the Yesware extension installed, with all permissions enabled.
Once it is set-up, Yesware will automatically sync the meeting with the Contact or Lead in Salesforce associated with the first email address added as a guest to the calendar invite. You can also manually select a contact, lead, account, or opportunity.
The meeting can be found in the "Open Events" for the corresponding record in Salesforce until the date/time of the meeting has come and gone, and then it will show up in the "Activity History." If no match is found and you don’t manually enter a record, then it will sync the event to Salesforce with no associated Contact/Lead and Account/Opportunity.
You can sync events in the past 30 days or future events.
To synchronize events in the other direction from Salesforce to Google calendar, your Salesforce administrator must install the latest version of the Yesware Salesforce package. If you would like to sync events from Salesforce to Google calendar, please use the "Submit a request" option in the top-right corner of this page to request the package from our Support team.
Our calendar sync feature is only available to customers on our Enterprise plan.