To connect to CRM on Demand Server have to log in to the Google Calendar Plugin first.
The correct login will let you sync your records (Appointments and Tasks) to/from the server.
- CRM On Demand URL: (more commonly known as the internet address) of your CRM OnDemand instance. Usually something like https://secure-ausomxapa.crmondemand.com
- User name: Your CRM OnDemand Username
- Password: Your CRM OnDemand Username
- Click the “Save & Test Connection” button to be sure that you are connected to Oracle server.
Creating an Appointment to synchronize to CRM on Demand.
- Double click a date in Google calendar
- Complete the field values
(please insert in field subject only 150 characters, including spaces)
(please insert in field location only 100 characters, including spaces) - Click the Save button
- After the record was created, go to your CRM gadget for Google
- Press “Sync” button
Creating a Task to synchronize to CRM on Demand.
- Creat a task by clicking in the task line in your Google calendar at your wish date.
(please insert in field subject only 150 characters, including spaces) - Complete the field values
- Press “Create event” button
- To sync the new created task with CRM on Demand simply click your “sync” button in the CRM gadget for Google calendar