Historical Sync and Time Zone Matching¶
For users of the Email Sidebar on:
4 min read
Historical synchronization means inclusion of existing MS Outlook emails and events into RG Email Sidebar sync scope on the first start of Revenue Grid synchronization.
Existing events synchronization (historical sync) on Revenue Grid sync activation¶
After you a) install RG Email Sidebar, b) set up synchronization, and c) enable meetings/appointments auto-syncing, only those MS Outlook and Salesforce calendar items which are created after sync activation will be automatically synchronized between Exchange and Salesforce. Thus, the following categories of calendar items will not be auto-saved:
- Any calendar items, including ones scheduled for any time after Revenue Grid sync initial activation but created before it
- Series of recurring calendar items created before initial sync activation, including events scheduled to occur
Synchronization of such existing individual or recurring calendar items from MS Outlook can be initiated by the user - by assigning them the custom Salesforce category in MS Outlook, or using the Save button in the Sidebar.
Note
Please also note that Revenue Grid synchronization will not down-sync to MS Exchange / Office 365 your Salesforce calendar items which existed prior to sync initial activation
Tip
If the existing events are too many to manually mark all of them for saving in Salesforce through category assigning, you can order their inclusion into Revenue Grid synchronization scope as a separate custom service, by request sent to our Sales team
Existing emails saving (historical sync) on Revenue Grid sync activation¶
After you a) install RG Email Sidebar, b) set up synchronization, and c) enable emails auto-syncing, RG Email Sidebar will auto-sync in Salesforce all your emails from/to non-blocklisted/internal addresses/domains sent or received within 6 days in the past from sync activation date.
Tip
By default, only the emails in the Inbox and Sent folders are auto-saved. If you need to save the emails from other folders/subfolders (custom folders, archive, etc.) and adjust the sync scope inclusion time span according to your needs submit a corresponding request sent to our Support team
If you do not want to use auto-sharing for bulk syncing of your existing emails, you can initiate synchronization of only selected previously existing emails from MS Outlook, by assigning them the custom Salesforce category in MS Outlook, moving them to the Salesforce emails folder, or using the Save button in the Sidebar.
Important
By default, all free email domains are blocklisted from auto-syncing and records auto-creation. If you need to save the existing the emails and calendar items sent from/to free email domains (gmail.com, yahoo.com, etc.), submit a corresponding request to the RG Support team
Times Zones Matching¶
The general principle how RG Email Sidebar syncs calendar items is integrating MS Outlook calendar items processing mechanisms and Salesforce calendar events handling, also matching their corresponding time zone-defined offsets. Additionally, when generating the time slots selection or calendar availability booking page, RG Email Sidebar reads the actual time zone values in recipients’ browsers and adjusts the scheduling table accordingly; a selector of other time zones is also included in the scheduling page.
Issues with uncommon time zones handling¶
Due to a discrepancy between the sets of time zones available in MS Exchange and Salesforce, some less common time zones cannot be matched properly on RG Email Sidebar calendar items synchronization. This results in synchronization issues of the following kind: Can’t match specified timezone: ‘Greenland Standard Time’ ({occurrence id}). If you encounter these issues, it is recommended to switch to a nearest matching commonly used time zone when working with RG Email Sidebar, if possible.
A detailed list of known problematic time zones:
| MS Exchange/Windows time zone | Salesforce time zone | Status | Details |
|---|---|---|---|
| Aus Central W. Standard Time - (UTC+08:45) Eucla | n/a | different | |
| Central Brazilian Standard Time - (UTC-04:00) Cuiaba | America/Santiago | compliant | unmatched DS period from Feb to May and ST start from Aug to Nov |
| Cuba Standard Time - (UTC-05:00) Havana | America/Indiana/Indianapolis | similar | small unmatched period from 0:00AM up to 2:00AM for DS and ST start |
| Dateline Standard Time - (UTC-12:00) International Date Line West | n/a | different | |
| E. Europe Standard Time - (UTC+02:00) Chisinau | Europe/Athens | similar | small unmatched period from 2:00AM to 3:00AM for DS start and from 3:00AM to 4:00AM for ST start |
| Easter Island Standard Time - (UTC-06:00) Easter Island | America/Mexico_City | compliant | matching is almost impossible - DS and ST switching is opposite |
| Greenland Standard Time - (UTC-03:00) Greenland | America/Sao_Paulo | compliant | matching is almost impossible - DS and ST switching is opposite |
| Jordan Standard Time - (UTC+02:00) Amman | Asia/Beirut | compliant | small unmatched period - several days on DS and ST start |
| Kamchatka Standard Time - (UTC+12:00) Petropavlovsk-Kamchatsky - Old | Pacific/Auckland | compliant | large unmatched period for DS start from Mar to Apr and ST start from Sep to Oct |
| Mid-Atlantic Standard Time - (UTC-02:00) Mid-Atlantic - Old | n/a | different | |
| Morocco Standard Time - (UTC+00:00) Casablanca | Africa/Casablanca | identical | unmatched period from May to Jun in DS (floating ST for Ramadan) |
| North Korea Standard Time - (UTC+09:00) Pyongyang | n/a | different | |
| Paraguay Standard Time - (UTC-04:00) Asuncion | America/Santiago | compliant | very large unmatched period for DS start from Mar to May and ST start from Aug to Oct |
| Saint Pierre Standard Time - (UTC-03:00) Saint Pierre and Miquelon | America/Sao_Paulo | compliant | matching is almost impossible - DS and ST switching is opposite |
| Samoa Standard Time - (UTC+13:00) Samoa | n/a | different | |
| Sao Tome Standard Time - (UTC+01:00) Sao Tome | n/a | different | |
| Syria Standard Time - (UTC+02:00) Damascus | Asia/Beirut | compliant | small unmatched period for several days for DS and ST start |
| Turks And Caicos Standard Time - (UTC-05:00) Turks and Caicos | America/Indiana/Indianapolis | compliant | large unmatched period for DS start from Jun to Mar |
| West Bank Standard Time - (UTC+02:00) Gaza, Hebron | Asia/Beirut | similar | small unmatched period is only one day long for DS and ST start |
We would love to hear from you!