Sync Buddy

Sync Buddy Works with Yosemite and iOS 8

Sync Buddy — Mon, 17 Nov 2014 18:07:00 +0000

Apple has recently released iOS 8 and OSX 10.10 Yosemite and you’ll be pleased to know that following our testing, we can confirm that Sync Buddy works with both of these new releases. What’s more, you don’t need to do anything – your Salesforce Contacts, Events and Tasks will continue to sync as normal.

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Using Omnifocus with Salesforce

Sync Buddy — Thu, 13 Feb 2014 08:57:30 +0000

As Mac users, we’re always looking for new ways to work well with Salesforce using our favourite tools and we know that Omnifocus is a widely used GTD-based application within the Mac community. We’re always keen to pass on tips and here’s the first… if you’d like to know how to configure Salesforce to create tasks in Omnifocus then read on. You will need the help of your Salesforce administrator, but this is a really quick and easy thing to set up so hopefully they will be happy to oblige. Create the Button Click your Salesforce setup link in the top right corner of the browser window. Under the Build section, expand the Customize and then Opportunities sections. Click Buttons, Links and Actions. Click the New Button or Link button at the top of the list that appears. For Label enter “Create Omnifocus Action“. For Name enter “Create_Omnifocus_Action“. For Display Type select Detail Page Button. For Behaviour select Execute Javascript. For Content Source select OnClick Javascript. In the text box below, enter the following text:var url = "omnifocus:///add?name=&note={!Opportunity.Account} - {!Opportunity.Name }%0D{!Opportunity.Link}";parent.location.href = url; Click the Save button Add the Button to the Page Under the Build section, expand the Customize and then Opportunities sections. Click Page Layouts. In the list of page layouts, click the Edit link next to the one you would like to add the button to. Select the Buttons section in the palette of fields at the top of the page Drag your new button from the list of buttons into the Custom Buttons section at the top of the page layout Click Save That’s it! If you go to an Opportunity Page now you should see your new button ready for use. Although we’ve used Opportunities in this example, this tip should work in exactly the same way on any other […]

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Set Up Your iPad to Sync with Salesforce

Sync Buddy — Fri, 10 Jan 2014 19:16:30 +0000

After signing up for your Sync Buddy account, you can set it up on your iPhone and have your Salesforce Contacts and Accounts synced to your iPhone in less than 5 minutes. Other Videos We have a number of short and easy videos showing how to get started with Sync Buddy quickly. How to sign up for a Sync Buddy account How to set up your iPhone to sync Salesforce Contacts and Accounts

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How to Sign Up for Sync Buddy

Sync Buddy — Fri, 10 Jan 2014 19:08:25 +0000

Signing up for Sync Buddy takes less than 5 minutes and doesn’t require any credit card details. In this video we show you how quick and easy it is to sign up for an account. After signing up for an account, check out our quick video showing how to set up your iPhone to sync with Salesforce. Other Videos We have a number of short and easy videos showing how to get started with Sync Buddy quickly. How to set up your iPhone to sync Salesforce Contacts and Accounts How to set up your iPad to sync Salesforce Contacts and Accounts

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Set Up Your iPhone To Sync With Salesforce

Sync Buddy — Fri, 10 Jan 2014 19:07:38 +0000

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Sync Buddy: Ready for OSX Mavericks

Sync Buddy — Tue, 22 Oct 2013 09:00:56 +0000

OSX 10.9 Mavericks is released today and you’ll be pleased to know that Sync Buddy works without any changes at all. You shouldn’t have any issues in upgrading so go ahead and of course please do let us know if you encounter any difficulties.

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Sync Buddy Launches

Sync Buddy — Mon, 02 Sep 2013 08:00:52 +0000

After many months of development and testing, Sync Buddy is now available. We’re proud of the quick and simple setup and also the fact that it just works, so try it out and let us know what you think. We’re worked hard to make Sync Buddy easy to use and quick to set up but we’re always looking for ways to improve and always happy to help if you have problems. The Sync Buddy Team

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