Locking Sync Job Settings (Exchange + Salesforce)

Admins have the ability to lock specific default settings for Users at different levels of the hierarchy. Locking a Host or Sync Job setting will prevent all affected users from overwriting the configuration. Establishing different lock down settings for different Subscriptions, Profiles, or Users gives Admins the flexibility to mirror existing workflows or processes for divisions or teams within their company. All settings for both Host and Sync Job configuration can be locked down by an Admin. Settings applied to an Organization, Subscription, or Profile affect all users that fall under them in the hierarchy. In this section, you will learn how to lock down configuration settings for Hosts and Sync Jobs.

Warning: Admins have the ability to set default sync settings and/or lock down these settings to prevent end user override. Settings that are preset and locked by an Admin are visible to end users but are grayed out and cannot be edited.

Example: In this example, we will demonstrate how to lock down configuration settings for a Calendar Sync Job using a specific Subscription. The steps are the same when working with any Sync Job or Host for Organizations, Profiles, or Users. Note that the Organization level does not include settings for Host values.

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Locking Sync Job Settings

Log into Cloud Edition and select Subscription from the top navigation.

Select the Edit link in the Action column for the Calendar Sync Object to launch the Calendar Event Sync Settings window.

Mouse over the space to the left of each configuration setting to reveal a grey Lock icon. Note that if a setting is already locked down, a black Lock icon will be displayed to the left of the setting.

Click the grey Lock icon for a configuration setting to lock the setting as configured. Click the black Lock icon to unlock a setting.

Warning: Selecting a sync setting for a Sync Job and locking the setting down will activate that Sync Job, set it on by default for all users that fall under that Subscription within the hierarchy, and prevent those end users from disabling or changing the sync setting. For example:

• Selecting the option Sync All Calendar Items and then selecting the Lock icon will turn on calendar sync by default for all end users within that Subscription or Profile, and individual users will have no way to disable (or turn off) the syncing.
• Selecting the option Do Not Sync Calendar Items and then selecting the Lock icon will disable and hide the calendar sync by default for all end users within that Subscription or Profile. Individual users will not see the option to use Calendar Sync and will have no way to activate or use this sync feature.

Click the Save button to confirm the default settings for the Subscription and close the window.

Tip: Settings locked by an Admin are visible to end users as grayed out options. Users will not be able to change any locked settings.

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