Sync Tasks

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Salesforce: PC Install for Outlook - Enhanced Side Panel (v7)
Sync Tasks

Choose a Task Sync Mode

Work with tasks in either Outlook or Salesforce and seamlessly sync items to the opposing system with a variety of...

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Record Tasks with SnapRecord

Record specific tasks from Outlook to Salesforce as a one-off action. SnapRecord includes a one-way, single-click method to add a...

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Establish Task Auto Sync Settings

Preset tasks sync to run automatically based on established rules. Users leverage sync settings in LinkPoint Assist, indicating the range,...

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Relate Tasks to Salesforce with Auto Sync

Enabling auto sync for tasks will automatically move tasks between Outlook and Salesforce based on the established sync settings. Users...

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