How to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365

By | November 27, 2023
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In this blog, we will discuss How to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365.

Salesforce Maps advanced route calendar shows important things like events in Salesforce, suggested places to visit from Maps Advanced, dates you plan to travel, and days when you don’t work.

Note : Ensure that the “Salesforce Map” package is installed in your Salesforce org.

Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365:

  • Log in to your Salesforce org. Then for calendar sync, you need to assign the “Standard Einstein Activity Capture” permission set to your user.
Permission Set
Permission Set
  • The next step is to add “Salesforce” add-ins to your Outlook account.
Salesforce add-ins
Salesforce add-ins
  • After installing add-ins go to setup and enable Outlook integration. And edit the “inbox in the Outlook integration setup”, this will help in Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365.
Inbox in the Outlook Integration
Inbox in the Outlook Integration
  • The next step is to set up the Einstein Activity Capture.
  • Further to setup the “Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365“, click on ‘setup’ select Microsoft Office 365 and click on next.
Einstein Activity Capture for Office 365
Einstein Activity Capture for Office 365
  • Name your configuration and click on next.
Einstein Activity Capture Configuration
Einstein Activity Capture Configuration
  • For calendar sync enable the “Events” sync for “both directions”.
Sync Settings
Sync Settings
  • Add a user for calendar sync. You only see the available user when the ‘Standard Einstein Activity Capture’ Permission set is assigned to that user.
Add Users and Profiles
Add Users and Profiles
  • The next step is to Connect your Outlook account to Salesforce, for this go to profile settings click on “New Account” and add your Outlook account.
Connected Accounts
Connected Accounts
  • To sync your Maps Advanced Route Calendar to the salesforce calendar go to setup and find “Visit calendar settings” and click on the ‘Enabled’ button.
Visit Calendar Settings
Visit Calendar Settings
  • Map visits are displayed on, the salesforce standard calendar. And sync this calendar to Outlook calendar.
Salesforce Calendar
Salesforce Calendar
  • Salesforce calendar events are synced to the Outlook calendar.
Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365 Outlook Calendar
Outlook Calendar

By following the above blog instructions, you will be able to learn “How to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365“.

If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about our integration product are available on our website and Salesforce AppExchange.

We hope you will find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.

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