Introduction to Calendar Sync

• The average buying committee is 14-22 people, yet most Salesforce opportunities only have 1-2 contact roles even after sales teams spend 10% of their time manually creating contacts and logging activities.

• Champify Calenar Sync automatically captures every contact and meeting from your GTM teams’ calendars in Salesforce, to ensure you have complete data on your buying committees, both retroactively and ongoing.

Setup process overview

• Google Workspace Admin — enable domain wide delegation, and create a “GTM” org unit. Instructions Below.

• RevOps — enable opportunity assignment automation within the Salesforce Package.

Instructions for Google Workspace Admin

1 - Assign specific users to a “GTM” Org Unit

• Create an org unit and assign the google users who are customer-facing, both pre-sale and post-sale. This typically includes account executives and customer success managers.

• Important: if available, please also include any “archived” users, even if they still don’t work at your company, since there is valuable customer data from their calendars to power this function.

• Here are instructions on how to set up and assign the org unit

2 - Enable Domain-wide Delegation for Champify

1. Sign in to your Google Admin Console and go to Security → Access and data control → API controls and then select “Manage domain-wide delegation” (or just click here)

2. On the domain-wide delegation screen, select “Add new”

3. Enter the following information then select “Authorize”
1. Client ID: 103735754206141520059
2. OAuth Scopes:

https://www.googleapis.com/auth/calendar.readonly,https://www.googleapis.com/auth/userinfo.profile,https://www.googleapis.com/auth/userinfo.email,https://www.googleapis.com/auth/admin.directory.orgunit.readonly,https://www.googleapis.com/auth/admin.directory.domain.readonly,https://www.googleapis.com/auth/admin.directory.user.readonly,https://www.googleapis.com/auth/directory.readonly,https://www.googleapis.com/auth/contacts.readonly,https://www.googleapis.com/auth/contacts.other.readonly

OAuth Scopes Details

These Google Workspace OAuth scopes represent the permissions that Champify requires to access specific data and perform certain actions within the Google Workspace environment. Here is a breakdown of what each scope represents

• https://www.googleapis.com/auth/calendar.readonly: Read access to the user's calendar data.

• https://www.googleapis.com/auth/userinfo.profile: Access to the user's basic profile information (to get user’s name).

• https://www.googleapis.com/auth/userinfo.email: Access to the user's email address.

• https://www.googleapis.com/auth/admin.directory.orgunit.readonly: Read access to organization units on your domain.

• https://www.googleapis.com/auth/admin.directory.domain.readonly: Read access to domains related to your customers.

• https://www.googleapis.com/auth/admin.directory.user.readonly: Read access to user data on your domain.

• https://www.googleapis.com/auth/directory.readonly: Read access to your organization's GSuite directory.

• https://www.googleapis.com/auth/contacts.readonly: Read access to the user's contacts.

• https://www.googleapis.com/auth/contacts.other.readonly: Read access to contacts that the user does not own.

These scopes allow Champify to sync meeting attendees from Google Calendar, access user and domain information, and read contacts to enhance contact data in Salesforce.

4. Navigate to Directory → Directory settings in the side panel and enable “Contact sharing” if it is not already enabled.

5. Inform the person that requested this be set up that they can now finish configuring the Champify Google Calendar Sync in the Champify app via the link provided to them.

3 - Create new picklist lead source

1. Create a new lead source of “Champify - Calendar Sync” to the picklist. This will help facilitate reporting on the impact of Cal Sync.

FAQ

• Yes, and you can customize how far back you want to go.

• Potentially, it depends on whether Google Workspace retained their calendar data.

• By default, meetings without any external attendees are excluded, and no attendee with your company’s domain (or any alias within Google workspace) will be sent to Salesforce.

• You can add additional “exclusion domains” during the setup process.

• No, it will only create contacts (or, of course, update an existing contact or convert an existing lead) if the account already exists in your CRM.

• Custom contact field: Created by Champify = True

• Custom event field: Created by Champify = True

• Meetings

• As long as you have this setting enabled in Salesforce, yes. Otherwise, it will create separate activities for each contact.

• Champify will make a determination based on whether one account had an open opp at the time of meeting, the meeting host vs the opp owner, whether other contacts on the meeting were associated to one of the accounts, as well as geography of the accounts and recent activity.

• No, we will only sync publicly visible events on your primary calendar that have one or more external attendees.

• Specifically, if an event meets any of the following criteria, it will be not be synced to salesforce
• Every attendee is internal to the company
• Visibility is marked as private or confidential
• Non-default event type (OOO, task, reminder, etc.)
• Event is recurring
• Event is an All-day event
• The guest list is marked “hidden”
• Event was cancelled or deleted (applicable for retroactive sync only)

• In the Google Admin Console → Domain Wide Delegation page, simply delete the champify-google-workspace-sync service account from the list of API Clients. This will prevent Champify from accessing any further data, and the updated status of the integration will be reflected in the Champify app shortly thereafter.

• For key employees, we recommend archiving users on departures or transferring their calendar data to their manager or another user in the same org unit. This will ensure that calendars for departed users will continue to be synced after they’re no longer at the company.

• If events are deleted from Google Workspace, they will not be synced.