Email Sync – from Inbox to Salesforce

The process of syncing emails using ZynSync will create email records in Salesforce when you send or receive an email in the Outlook or Chrome account where email sync is configured.  You may configure Sync for all Salesforce contacts or only those you own.

If multiple Salesforce contacts are listed on the email, the filing behavior depends on the Salesforce setting for shared activities.  If shared activities are enabled, the email task is filed to all contacts.  If the setting is disabled, the email will be filed to the first valid contact.  To enable your shared activity setting, the Salesforce administrator should go to Setup -> Customize Activities -> Activity Settings and click Allow Users to Relate Multiple Contacts to Tasks and Events.

 

Setup:

To use ZynSync for your email, open the app.ZynBit.com URL and choose the ZynSync icon on the left.  You will need to connect your email account on the connections tab, and connect to Salesforce when prompted in the Sync pane.

Next, use the Email tab to set up syncing.  Select the email account where the emails to sync are located and choose the syncing options you desire.  You can either sync for all leads or contacts by selecting those check boxes, by selecting the Leads, Contacts and All Salesforce Items checkboxes.  To sync only to records you own, Select the Leads and/or Contacts checkbox together with “related to items I own” checkbox.

General Information

Email will appear in Salesforce as a Task with Task Type set to Email.  The task will be marked as completed.

Email is synced 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.

Attachments are not currently synced, and the ZynBox sidebar can be used where this feature is required.  Since storage space in Salesforce is a billable item, ZynBit elected not sync attachments automatically as a policy to assist in storage management.

The In Box and Sent Mail are the folders currently supported by ZynSync.