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Managing Tasks via the Product (Tasks Sync)

 

LinkPoint Connect(ME) synchronization ensures continuous background syncing of your work Tasks between MS Exchange/Office 365 and Salesforce. Once activated, LPC synchronization runs every 30 minutes on server side.

Tip

Refer to this article to learn how MS Exchange/Office 365 Task item fields are matched with Salesforce Tasks by LPC.
Also refer to this article for more details on configuring objects synchronization

 

With LinkPoint Connect(ME), you can share and update your work tasks in Salesforce right from your preferred mail client. Task reminders are synced along with them - so you will not miss any important ones. Selective automatic synchronizing of Tasks with Salesforce offered by LinkPoint Connect(ME) is highly useful for jobs reporting and coordination.

After LPC sync is set up, to enable Tasks down-syncing from Salesforce to your mail client, go to Synchronization Dashboard (see the article Opening the Dashboard), open Sync Settings > Filters in the pane on the left-hand side and enable the switch button under Tasks:

 

Note that your Tasks existing in MS Exchange/Office 365 prior to LPC sync activation will not be synced with Salesforce, unless you specifically select them to be synced using either one of the methods described below:

   

Saving a Task in Salesforce

You can share an MS Exchange/Office 365 Task in Salesforce in one of the following ways:

  • By assigning the task the custom Salesforce category. In this case on the following sync session the task will be saved in Salesforce and automatically moved to the Salesforce Tasks folder
  • By moving the task to the dedicated Salesforce Tasks folder. On the following sync session the task will be saved in Salesforce and automatically assigned the Salesforce category. As long as the task stays in the folder, any changes made to it will be conveyed to its matching Task object in Salesforce

 

Note

If the Salesforce category is unassigned after an item was moved to the dedicated Salesforce folder and synchronized with Salesforce, LPC sync will automatically restore the category on this item on the following sync session – items will remain synced if you just unassign the custom category from them but leave them in the dedicated folder. In the opposite case, if a synchronized item is removed from the dedicated Salesforce folder to be unsynced, LPC sync will automatically remove the custom category from this item in MS Outlook on the following sync session

Note

Your personal Tasks located in the default Tasks folder or other folders in MS Exchange/Office 365 will not get saved in Salesforce. Only the Tasks assigned the Salesforce category or moved to the Salesforce Tasks folder will get saved.

   

Editing a Salesforce Task via LinkPoint Connect(ME)

You can edit a Salesforce task via LPC in one of the following ways:

 

  • Alternatively, find the needed Task among Open activities right on the Sidebar’s home screen

 

 

Opening a Task directly in Salesforce

To open a task in Salesforce, do the following:

  1. Find the necessary Task in LPC Sidebar using either of the ways described in the previous section.
  2. Click the Cloud icon or the icon next to the Task’s header; the Task will be opened in Salesforce in your browser.

 

 

Note

Changes made to a task via LinkPoint Connect(ME) Sidebar are conveyed to Salesforce immediately and do not require LPC sync to be active, while changes made to tasks in email client will appear in Salesforce only after the following sync session.

 

 

Tasks Syncing Limitations via MS Graph

Tasks syncing via MS Graph has the following limitations:

  • Recurring Tasks syncing is not supported
  • Smart description is not supported
  • No deleted Tasks processing via MS Graph
  • Private Tasks do not get synced
  • Categories are not supported
  • Migration from MS Graph Tasks to EWS Tasks

If Impersonation over MS Graph is used to mass-deploy the solution for end users, Tasks Syncing is completely unavailable.

 

 

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