Supported Plans: Essential/Growth
Supported Platforms: Gmail/Salesforce
Ebsta for Salesforce's comprehensive Calendar Sync enables you to sync all your Google Calendars with Salesforce and to determine in which direction you wish the sync to run.
You can decide to sync Events from your Google Calendar(s) to your Salesforce Calendar or from your Salesforce Calendar to your Google Calendar(s). A third option is to chose Ebsta to perform a bi-directional sync of your Events.
Below is an example of multiple Google Calendars set to sync both ways or bi-directionally with Salesforce.
If you chose for multiple Google Calendars to sync both ways or bi-directionally with Salesforce, Ebsta will sync an Event to all your Google Calendars. For example, you may create an Event (e.g. "Weekly Review") in one of your Google Calendars (e.g. "frobertsebsta").
As you have chosen for Ebsta to sync your "frobertsebsta" Calendar to Salesforce, "Weekly Review" will sync to Salesforce.
Then, because you have also chosen for Events in Salesforce to sync to your other Google Calendars (Marketing Events and Product Demos), Ebsta will sync "Weekly Review" back from Salesforce to the each of the individual Calendars.
If you do not wish for this to occur, we recommend you choose to sync your primary Google Calendar both ways, and then your other Calendars from Google Calendar to Salesforce only.
For example, of my three Google Calendars ("frobertsebsta", "Marketing Events", and "Product Demos"), I want my "frobertsebsta" Calendar to be my primary Calendar, so Events created in my "frobertsebsta" Google Calendar are synced to my Salesforce Calendar, and Events created in my Salesforce Calendar are synced to my "frobertsebsta" Google Calendar.
I only want Events created in my other Google Calendars ("Marketing Events", and "Product Demos") to sync to Salesforce only.
In Ebsta's Calendar Sync Settings I need to ensure my "frobertsebsta" Calendar will sync Events both ways, whilst my other Calendars will only sync to Salesforce as per the example below.
I have created three Events in each of my Google Calendars. Each of these will now all sync to Salesforce.
These new Events that have been synced to Salesforce will now also sync back to the "frobertsebsta" Calendar only, as per my Settings.