{"id":7734,"date":"2023-11-27T10:14:41","date_gmt":"2023-11-27T10:14:41","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7734"},"modified":"2023-11-27T10:14:44","modified_gmt":"2023-11-27T10:14:44","slug":"how-to-sync-salesforce-maps-advanced-route-calendar-to-microsoft-office-365","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/11\/27\/how-to-sync-salesforce-maps-advanced-route-calendar-to-microsoft-office-365\/","title":{"rendered":"How to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365"},"content":{"rendered":"\n<p>In this blog, we will discuss <strong>How to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365.<\/strong><\/p>\n\n\n\n<p>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&#8217;t work.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em><strong>Note :<\/strong> Ensure that the \u201c<strong>Salesforce Map\u201d<\/strong> package is installed in your Salesforce org.<\/em><\/p><\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\"><em><strong>Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365<\/strong>:<\/em><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Salesforce org. Then for calendar sync, you need to assign the<strong> <\/strong>\u201c<strong>Standard Einstein Activity Capture\u201d<\/strong> permission set to your user.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/1.-Permision-set.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/1.-Permision-set.png\" alt=\"Permission Set\"><\/a><\/center>\n<font size=\"2\"><center><i>Permission Set <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>The next step is to add <strong>\u201cSalesforce\u201d<\/strong> add-ins to your Outlook account.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/2.-Salesforce-add-ins.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/2.-Salesforce-add-ins.png\" alt=\"Salesforce add-ins\"><\/a><\/center>\n<font size=\"2\"><center><i>Salesforce add-ins<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>After installing add-ins go to setup and enable Outlook integration. And edit the <strong>\u201cinbox in the Outlook integration setup\u201d<\/strong>, this will help in <strong>Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365<\/strong>.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/3.-Inbox-in-the-Outlook-Integration.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/3.-Inbox-in-the-Outlook-Integration.png\" alt=\"Inbox in the Outlook Integration\"><\/a><\/center>\n<font size=\"2\"><center><i>Inbox in the Outlook Integration <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>The next step is to set up the Einstein Activity Capture.<\/li><li>Further to setup the &#8220;<strong>Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365<\/strong>&#8220;, click on <strong>&#8216;setup&#8217;<\/strong> select Microsoft Office 365 and click on next.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/4.-Einstein-Activity-Capture-for-Office-365.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/4.-Einstein-Activity-Capture-for-Office-365.png\" alt=\"Einstein Activity Capture for Office 365\"><\/a><\/center>\n<font size=\"2\"><center><i>Einstein Activity Capture for Office 365 <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Name your configuration and click on next.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/5.-Einstein-Activity-Capture-Configuration.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/5.-Einstein-Activity-Capture-Configuration.png\" alt=\"Einstein Activity Capture Configuration\"><\/a><\/center>\n<font size=\"2\"><center><i>Einstein Activity Capture Configuration <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>For calendar sync enable the <strong>\u201cEvents\u201d<\/strong> sync for <strong>\u201cboth directions\u201d<\/strong>.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/6.-Sync-Settings.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/6.-Sync-Settings.png\" alt=\"Sync Settings\"><\/a><\/center>\n<font size=\"2\"><center><i>Sync Settings <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Add a user for calendar sync. You only see the available user when the <strong>&#8216;Standard Einstein Activity Capture&#8217; <\/strong>Permission  set is assigned to that user.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/7.-Add-Users-and-Profiles.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/7.-Add-Users-and-Profiles.png\" alt=\"Add Users and Profiles\"><\/a><\/center>\n<font size=\"2\"><center><i>Add Users and Profiles <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>The next step is to Connect your Outlook account to Salesforce, for this go to profile settings click on <strong>\u201cNew Account\u201d<\/strong> and add your Outlook account.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/8.-Connected-Accounts.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/8.-Connected-Accounts.png\" alt=\"Connected Accounts\"><\/a><\/center>\n<font size=\"2\"><center><i>Connected Accounts <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>To sync your Maps Advanced Route Calendar to the salesforce calendar go to setup and find <strong>\u201cVisit calendar settings\u201d<\/strong> and click on the &#8216;<strong>Enabled&#8217; <\/strong>button<strong>.<\/strong><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/9.-Visit-Calendar-Settings.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/9.-Visit-Calendar-Settings.png\" alt=\"Visit Calendar Settings\"><\/a><\/center>\n<font size=\"2\"><center><i>Visit Calendar Settings <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Map visits are displayed on, the salesforce standard calendar. And sync this calendar to Outlook calendar.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/10.-Salesforce-Calendar.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/10.-Salesforce-Calendar.png\" alt=\"Salesforce Calendar\"><\/a><\/center>\n<font size=\"2\"><center><i>Salesforce Calendar <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Salesforce calendar events are synced to the Outlook calendar.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/11.-Outlook-Calendar.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/11\/11.-Outlook-Calendar.png\" alt=\"Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365 Outlook Calendar\"><\/a><\/center>\n<font size=\"2\"><center><i>Outlook Calendar <\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to learn <strong>\u201cHow to Sync Salesforce Maps Advanced Route Calendar to Microsoft Office 365\u201c<\/strong>. <\/p>\n\n\n\n<p>If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you will find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/09\/15\/how-to-restrict-the-system-administrator-to-edit-the-read-only-field-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Restrict the System Administrator to \u201cEdit the Read-Only Field\u201d in Salesforce.<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/08\/21\/how-to-create-territories-using-shape-layer-in-salesforce-map\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create Territories Using Shape Layer in Salesforce Map<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/12\/27\/how-to-create-and-set-up-demo-pardot-org-in-salesforce\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create and Set up Demo Pardot Org in Salesforce<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/02\/09\/how-to-fetch-current-record-id-from-lightning-web-components-lwc\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Fetch current Record Id from Lightning Web Components (LWC)<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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&#8217;t work. Note : Ensure that the \u201cSalesforce Map\u201d\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/11\/27\/how-to-sync-salesforce-maps-advanced-route-calendar-to-microsoft-office-365\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1514,1519,1520,1521,1517,1516,1515,1513,1461,1512,1518,1522],"class_list":["post-7734","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-calendar-sync-settings","tag-connected-accounts","tag-einstein-activity-capture-configuration","tag-einstein-activity-capture-for-office-365","tag-inbox-in-the-outlook-integration","tag-microsoft-office-365","tag-microsoft-office-salesforce-add-ins","tag-outlook-integration","tag-salesforce-map","tag-salesforce-map-visit-calendar","tag-standard-einstein-activity-capture","tag-visit-calendar-settings"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7734","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=7734"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7734\/revisions"}],"predecessor-version":[{"id":7737,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7734\/revisions\/7737"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7734"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7734"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7734"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}