The process of syncing tasks using ZynSync will create tasks in Salesforce to mirror tasks in Outlook or Chrome and vice versa. This allows you to create and edit all tasks in your current location and have your alternate system updated.
To synchronize tasks between Email and Salesforce, open the app.zynbit.com URL.
Connect your email account/mailbox and Salesforce.
- Connecting to Salesforce: You will always be automatically prompted to connect to Salesforce
- Connecting Your Email Account/Mailbox: On the dashboard click the green Connections tab, select the type of mailbox to connect and supply the requested information.
Choose the teal ZynSync icon from the left column on main page.
Use the Task tab to set up task syncing. In this screen shot, the entries are synced both ways between Salesforce and Outlook. In this scenario, tasks can be edited in either system and the other will be updated. If syncing is desired only in one direction, configure only the relevant area.
Tasks are synced to the person assigned, beginning the day the configuration is implemented. The ZynSync service currently runs every two hours and there are plans to reduce the interval in upcoming versions.