Overview

This article outlines the use of RIO Connect to synchronize bookings in RIO Education with Microsoft Outlook Calendar events.

Method

Microsoft Outlook has to be treated as an end point in order to sync RIO Education custom objects into Outlook.

A custom trigger has to be developed to create/update Salesforce events for all RIO Education Session‍ bookings and appointment bookings. The sync to Outlook calendar is then achieved by using the Salesforce calendar sync.

The trigger will also have to be able to handle all creation/modification/deletion events.

The tool to sync from Salesforce to Outlook would be the Lightning Sync.