Reviewing Task Sync History (Exchange + Salesforce)

Cloud Edition Task Sync ensures the movement of data between Exchange and Salesforce based on preconfigured sync settings. Users can review how tasks were synced between systems by reviewing the Task Sync History. This is especially helpful to confirm sync behavior and to review items that were excluded from the sync based on rules or missing Salesforce data. In this section, you will learn how to review the data presented in the Task Sync History.

Warning: Sync History retains user data for 30 days. The Sync History will be rebuilt for users who disconnect their Exchange or Salesforce hosts and reconnect with new details. This ensures that users are viewing the history for the current configuration.

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Reviewing Task Sync History

Log in to Cloud Edition, and select My Settings in the top right corner of the screen.

Locate the Task Sync Object in the Sync Jobs section and select the Sync History link.

Review the Unresolved Tasks tab to view all of the tasks that did not sync due to system error. Each row lists a single Task and the related data.

Tip: The Unresolved Tasks tab will be blank unless an item could not sync due to an error. Task Sync does not require matching Salesforce records in order to sync. Items remain in this list until an action resolves the sync issue (i.e. the error has been resolved) or until the item exceeds 30 days of sync attempts.

Tip: Tasks with no Due Date will be listed with a blank Due Date throughout the Sync History.

Sort the items by clicking the column headers to view items in ascending or descending order.

Select the Ignore Item checkbox to select single or multiple tasks. Click Save to remove the item(s) from future sync consideration.

Tip: Task Sync attempts to sync items for up to 30 days from the first time the item is created. Tasks in the Unresolved Tasks tab that you do not want or need to sync can be selected and excluded from future sync attempts. This will also remove them from the Unresolved Tasks list.

Select the Synced Tasks tab to view all of the tasks that synced based on the established sync settings. Each row lists a single task and the related data.

Tip: All tasks that met the sync criteria will be listed in the Synced tab unless they were excluded (i.e. Do Not Sync Category) or if an item could not sync due to an error. Items remain in this list for review for 30 days.

Tip: Task Sync does not relate items to Salesforce records for items created in Exchange. Any Tasks created in Salesforce and related to a record will retain that relationship during the sync. However, users will not be able to view the related records when viewing the Task in Exchange.

Sort the items by clicking the column headers to view in ascending or descending order. Search partial or full terms to filter the list and identify specific items more quickly.

Tip: Tasks that are associated with a Salesforce record will list the name of the record in the Associated column. This applies to tasks that originate in Salesforce. Tasks that originate in Exchange and are not tied to a record once they sync to Salesforce will have a blank value in the Associated column.

Select the Excluded Tasks tab to view all of the tasks that were excluded from syncing based on the established sync criteria. Each row lists a single task and the related data.

Tip: Different sync settings include different criteria that prevent items from syncing. Users can also proactively exclude items from syncing by setting the task to Private in Outlook or by adding a Do Not Sync Category. Items remain in this list for review for 30 days. Note that Private items will not appear in the Sync History.

Sort the items by clicking the column headers to view items in ascending or descending order. Search partial or full terms to filter the list and find specific items more quickly.

Tip: Items that do not sync due to Prevent Operations settings will not appear in the Task History since the system completely ignores those items when created, updated, or deleted, as specified.

Download: Access the complete LinkPoint Connect: Cloud Edition (Exchange + Salesforce) User Guide in .pdf format. Get the User Guide

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