Preconditions for Enabling Advanced Calendar Synchronization (Recurring Events Syncing and Events Deduplication)¶
Presently, there is a limitation on syncing of recurring meetings/appointments series if your are using Salesforce Lightning Experience: series of recurring calendar items created in Salesforce Lightning Experience cannot be downsynced to MS Exchange/Office 365 by Revenue Inbox. At that, series of recurring MS Exchange/Office 365 calendar items can be upsynced to Salesforce Lightning, but only as Salesforce Classic format events; therefore, they will be uneditable via Salesforce Lightning. As a workaround, you can temporarily switch to Salesforce Classic to edit them in Salesforce or edit them in MS Outlook and upsync the changes.
To enable Revenue Inbox to synchronize recurring calendar items in Salesforce or advanced events deduplication you need to ask your local Salesforce admin to request the Advanced calendaring feature to be activated for your Org. Please refer to this instruction to learn how to log a corresponding case with Salesforce Support. Once this feature is enabled for your org, all fields required for recurring events sync and advanced deduplication will be added to the Event object. Specifically, enabling the Advanced calendaring feature adds the following custom fields to Event objects:
- The OriginalInstanceDateTime field used for syncing recurring calendar items
- The ClientGuid field used for advanced events deduplication
- The IsException field involved in event errors handling
Previously, these fields could be set up manually in Salesforce settings, now they are only available with this Salesforce feature enabled by Salesforce support.