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Yesware: Calendar Sync & Summary Task Logging

By Yesware, Inc.

Accurately sync data from inboxes and calendars into Salesforce.

Starting at $85   USD/user/month
Try It
Industries
Communications
Financial Services
High Tech
Business Need
Sales
Marketing
Email & Calendar Sync
Requires
Sales Cloud

Click “Get It Now” to install our bi-directional calendar sync and our custom fields for summary task logging. Bi-directional calendar sync keeps your meeting data up to date. Summary task logging captures all email engagement data at email task record. 

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Gmail or Outlook For Gmail and Outlook Users: Latest version of Chrome

App Details

Version
Yesware/Spring 2025 1.47.0
Listed On
09/16/2013
Latest Release
04/10/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Person Accounts
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.47.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/10/2025

Additional Details

Here are frequently asked questions below: WHY INSTALL THIS PACKAGE? We designed to provide you with bi-directional sync between your calendar and your Salesforce CRM, as well as the ability to capture email engagement (email opens, link clicks, attachment views, replies) in a consolidated view within the Activity History at the Lead, Contact, Account and Opportunity objects. HOW DO I SYNC ACTIVITY TO THE DASHBOARDS? Simply install Yesware at yesware.com/sign-up. Do this for yourself and your team of users. Yesware integrates with Gmail & O365.  In your Yesware preferences, you’ll need to connect your Salesforce account.

Need help?

Yesware, Inc.

Boston, MA (USA)

Please reach out to our customer support team for additional help.

Support Phone1-855-YESWARE
Other ResourcesEmailTerms & Conditions