Users can create calendar events in Microsoft Outlook, and the events will automatically sync with Salesforce as Calendar Review and TT Details records.
Steps to Create an Event in Outlook
Log in to Microsoft Outlook and navigate to the Calendar tab.
Click New Event.
Enter the event details, such as the Event Title, Start Time, and End Time.
Add the participants in the Invite Required Attendees field.
Click Save to create the event.
Viewing Synced Events in Salesforce
Once the event is created in Outlook, it will automatically sync with Salesforce:
A Calendar Review record will be created in Salesforce. You can view the synced events by navigating to the Calendar Review tab.
Corresponding TT Details records will be created for the event organizer and the invited attendees who are linked to TimeTracker users.
This integration eliminates the need for users to enter their time manually in Salesforce. Simply create an event in Outlook, and the corresponding time entries will be automatically created in Salesforce.
Make sure your Outlook email ID is linked to your TimeTracker (TT) User ID to sync Outlook calendar events with Salesforce. Click here to learn more.