Installation Manual
The tool which makes a calendar of Salesforce and Google Workspace synchronous with both directions in real time

rakumo inc.
2024/06/27

Copyright Ⓒ rakumo inc. All Rights Reserved.

About This Manual
The rakumo Sync is the tool which makes calendar of Salesforce used in the company and a
Google calendar of Google Workspace (old name : G Suite) synchronous with both directions inreal time.
This manual is intended to provide you with preparations and the specification of rakumo Sync .
When introducing, please refer to this manual.

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Table of Contents
1. rakumo Sync is installed in Salesforce..................................................................................... 4
2. A license of rakumo Sync is given to the user ....................................................................... 11
3. rakumo Sync Admin and rakumo Sync Engine are established ........................................... 13
3-1. rakumo Sync Admin is established. .................................................................................... 13
3-2. rakumo Sync Engine is established. .................................................................................... 19
4. Google Workspace is established .......................................................................................... 25
5. The user is established. .......................................................................................................... 31
Register all at once using the CSV file. ....................................................................................... 32
6. The users who don't have user licenses of Salesforce are registered.*................................ 35
7. Begin to Start/Stop. ................................................................................................................ 36
8. View log entries. .................................................................................................................. 37
9. Synchronization items by rakumo Sync ................................................................................ 42
10. Items with restrictions on sync processing ......................................................................... 44
11. The item which isn't processed synchronously ................................................................... 46
12. Additional settings when using [Login IP Ranges] in Profile .............................................. 47
12-1. Additional Setup Procedures ............................................................................................ 49

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1. rakumo Sync is installed in Salesforce.
▼ Before installing, please read ▼➢ Notes on simultaneous use of other scheduled synchronization tools.
The rakumo Sync is the tool which makes a behavior calendar of Salesforce and a Google calendarof Google Workspace (old name : G Suite) synchronous with both directions in real time. Pleaseinstall rakumo Sync after these products are uninstalled from Salesforce when using a tool with thesame specification and function as rakumo Sync already. For a schedule to synchronize during amutual tool, when it isn't uninstalled and rakumo Sync is used, a same year is repeated endlessly.

➢ Notes on Login IP range restriction
If you have the [Login IP Range] applied to your Salesforce profile, additional configuration isrequired in addition to the installation process to ensure that rakumo Sync is not affected by the
Login IP Range.
For more information, please refer to chapter 12. Additional settings when using [Login IP Ranges]
in Profile and take appropriate action.

▼ Edition of Salesforce which can install rakumo Sync ▼More than an edition of “Professional”▽ Edition of Google Workspace (old name : G Suite) ▽⚫ Google Workspace Business⚫ Google Workspace Enterprise⚫ Google Workspace Frontline⚫ Google Workspace for Education⚫ Google Workspace for Nonprofits⚫ Google Workspace for Government4

rakumoSync is installed.

1. Please access next URL by System Administrator account of Salesforce.
https://appexchangejp.salesforce.com/appxListingDetail?listingId=a0N3A00000E9l3nUAB
Please click [Get it Now] and next select [Login] to log in to your Trailblazer account.
The "Where do you want to install this package?" screen will appear.
After reviewing the terms and conditions, check "I have read and agree to the terms andconditions" and click "Confirm and install".
2. 「Install rakumo Sync」 screen is indicated.
Please designate an installation destination. The designated user can use rakumo Sync.

⚫

Install for Admins Only・・・rakumo Sync is installed in only System Administrator users..

⚫

Install for All Users・・・rakumo Sync is installed in all users.

⚫

Install for Specific Profiles・・・rakumo Sync is installed in the user of a designated profile.

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3. “Approve Third-Party Access” screen is indicated.
Please put a check in “Yes, grant access to these third-party web sites”, and click［Continue］

4. Installation is begun.

When having completed installation of rakumo Sync, a mail of the next title is sent to the user who
installed.
▼ The subject of received mail▼Package rakumo Sync Install Successful

6How to check the installation destination profile of rakumo Sync when "Install specificprofile" is selected■ For Lightning Experience
1. Access the [Fields & Relationships] screen within an activity.
Select [Gear] at the top right of the Salesforce screen > [Object Manager] > [Activity] > [Fields &Relationships]

2. A list of activity fields and relationships appears.
From the field labels, check the following three fields one by one.
⚫

Sync Date⚫

Sync ID⚫

Sync Tag

3. Please click［Sync Date］
4. Please click［Set Fiels-Level Security］

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5. rakumoSync is installed in the profile by which only Visible is inspected.
Please return to procedure 2 and also make the confirmation Sync ID and Sync Tag by the same
operation.

rakumo Sync is installed in the profile by which you have a check in [visible] chisel to Sync Date,
Sync ID and Sync Tag. When forgetting even one of choice of a profile at the time of the occasion
and the installation off which a check comes, please put a check in [visible] chisel on the Set FieldLevel Security screen of each Sync Date, Sync ID and Sync Tag.

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■ For Salesforce Classic
1. Access the [Activity Custom Fields] screen.
［Setup］ > ［Customize］ >［Activities］ > ［Activity Custom Fields］

2. Activity Custom Fields screen is indicated.
From the field labels, check the following three fields one by one.
⚫

Sync Date⚫

Sync ID⚫

Sync Tag

3. Please click［Sync Date］
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4. Please click［Set Fiels-Level Security］

5. rakumoSync is installed in the profile by which only Visible is inspected.
Please return to procedure 2 and also make the confirmation Sync ID and Sync Tag by the same
operation.

rakumo Sync is installed in the profile by which you have a check in [visible] chisel to Sync Date,
Sync ID and Sync Tag. When forgetting even one of choice of a profile at the time of the occasion
and the installation off which a check comes, please put a check in [visible] chisel on the Set FieldLevel Security screen of each Sync Date, Sync ID and Sync Tag.
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2. A license of rakumo Sync is given to the user
▼ Careful point ▼License rakumo Sync to users who use rakumo Sync.
Customers who purchased rakumo Sync should perform this operation before starting productionuse.
This operation is not required when using during the trial period.
After the trial period ends, please do not forget to perform this operation when you purchaserakumo Sync.

■ For Lightning Experience
1. Access the [Installed Packages] screen.
Select [Gear] at the top right of the Salesforce screen > [Home] > [Apps] > [Packaging] >[Installed Packages]

2. Installed Packages screen is indicated.
Please click [Manage Licenses] for the package name "rakumo Sync".

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3. Package Details screen is indicated.
Please click［Add Users］
A license of rakumo Sync is given to the Salesforce user.
When choosing “Install for Specific Profiles” and installing, please choose the user in “Install forSpecific Profiles”.
■ For Salesforce Classic
1. ［Setup］ > ［Installed Packages］

2. Installed Packages screen is indicated.
Please click [Manage Licenses] for the package name "rakumo Sync".

3. Package Details screen is indicated.
Please click［Add Users］
A license of rakumo Sync is given to the Salesforce user.
When choosing “Install for Specific Profiles” and installing, please choose the user in “Install forSpecific Profiles”.
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3. rakumo Sync Admin and rakumo Sync Engine are established3-1. rakumo Sync Admin is established.
Profiles of the users who manage rakumo Sync are designated.
■ For Lightning Experience
1. Go to [Manage Connected Apps].
［Setup］ > ［Home］ > ［PLATFORM TOOLS］ > ［Apps］ > ［Connected Apps］ >［Manage Connected Apps］

2. Please click ［Edit］ of “rakumo Sync Admin”.

3. OAuth policies> Please choose 「Admin approved users are pre-authorized」 from apulldown of “Permitted Users” > click［Save］
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4. Next please click ［rakumo Sync Admin］ of Master Labelon the same screen as step2.

5. Please click ［Manage Profiles］in rakumo Sync Admin screen.

146. 「Application Profile Assignment」screen is indicated.
Profiles of the users who permit access to “rakumo Sync Setup” screen are designated.
After choosing at select boxes, please click ［Save］ button.

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■ For Salesforce Classic
1. Go to [Connected Apps].
［Setup］ > ［Administer］ > ［Manage Apps］ > ［Connected Apps］

2. Please click ［Edit］ of “rakumo Sync Admin”.

3. OAuth policies> Please choose 「Admin approved users are pre-authorized」 from apulldown of “Permitted Users” > click［Save］

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4. Next please click ［rakumo Sync Admin］ of Master Labelon the same screen as step2.

5. Please click ［Manage Profiles］in rakumo Sync Admin screen.

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6. 「Application Profile Assignment」screen is indicated.
Profiles of the users who permit access to “rakumo Sync Setup” screen are designated.
After choosing at select boxes, please click ［Save］ button.

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3-2. rakumo Sync Engine is established.
The user's profiles using rakumo Sync are designated.
■ For Lightning Experience
1. Go to [Manage Connected Apps].
［Setup］ > ［Home］ > ［PLATFORM TOOLS］ > ［Apps］ > ［Connected Apps］ >［Manage Connected Apps］

2. Please click ［Edit］ of “rakumo Sync Engine”.

3. OAuth policies> Please choose 「Admin approved users are pre-authorized」 from apulldown of “Permitted Users” > click［Save］

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4. Next please click ［rakumo Sync Engine］ of Master Labelon the same screen as step2.

5. Please click ［Manage Profiles］in rakumo Sync Engine screen.

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6. 「Application Profile Assignment」screen is indicated.
Please designate profiles of the users who use rakumo Sync.
After choosing at select boxes, please click ［Save］ button.
If you select "Install specific profiles" and install, select only the profiles that you specified for
installation.

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■ For Salesforce Classic
1. Go to [Connected Apps].
［Setup］ > ［Administer］ > ［Manage Apps］ > ［Connected Apps］

2. Please click ［Edit］of rakumo Sync Engine.

3. OAuth policies > Please choose 「Admin approved users are pre-authorized」from apulldown of Permitted Users > click［Save］

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3. Next please click ［rakumo Sync Engine］ of Master Labelon the same screen as step1.

4. Please click ［Manage Profiles］in rakumo Sync Engine screen.

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5. 「Application Profile Assignment」screen is indicated.
Please designate profiles of the users who use rakumo Sync.
After choosing at select boxes, please click ［Save］ button.
If you select "Install specific profiles" and install, select only the profiles that you specified for
installation.

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4. Google Workspace is established
Please choose “rakumo Sync” from a pulldown of Force.com App Menu.
■ For Lightning Experience■ For Salesforce Classic

The domain of the Google Workspace synchronous with Salesforce is registered.
Please click a link of ［Setup Google Workspace］.

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Please, Google Workspace which is a synchronous target click［Sign in］.
The Super Admin user of Google Workspace which is a synchronous target click ［Sign in］.

「rakumo Sync would like to:」 screen is indicated. Please click ［Allow］.
After this, a login screen of Google Workspace is indicated.
When the Super Admin user logs in, an agreement screen goes out. Please permit price movement
indication it on this screen. Please permit agreement it on this screen.

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Application is installed from Google Workspace Marketplace.
Please, the Super Admin user keep operating.
Please click ［Go to Google Workspace Marketplace］.

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2. Please click［DOMAIN INSTALL］.

Please click［CONTINUE］.

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3. An agreement screen is indicated.
Please choose organizational unit from “Turn ON for”.
Please confirm “Terms of Service” and “Privacy Policy”, ”Terms of Service” and check it.
Please click［Accept］.

4. “rakumo Sync has been installed!” screen is indicated.
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Please click ［x］ in the screen upper right.

Please return to rakumo Sync Setup screen of Salesforce.
Register Domains is indicated.
Select domains you want to enable sync and click ［Save］ button.

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5. The user is established.
1. Please click Users of rakumo Sync Setup screen.

2. The users list of Salesforce is indicated. Please click the user's ［edit］ using rakumo Sync.
In user search, you can search by "Full Name", "Alias", "Username".

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3. Please input Google Account and Google Calendar ID, and click ［Save］ button.

Register all at once using the CSV file.
You can register user settings collectively using CSV file.
Please click [Import CSV] .

Transit to the import screen.

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(1) CSV file format
ID
000000000000000

Google Accountaaaaaaa@xxxxxx.co.jp

Calendar ID
aaaaaaa@xxxxxx.co.jp【CSV column】
ID: The Salesforce user ID. It corresponds to either 15 digits or 18 digits.
Google Account: The address of the account to use when logging into Google Workspace.
Calendar ID: The Google Calendar ID to sync.
※ Notes on CSV file creation ※1. If one of the above three columns does not exist in the CSV file, or if there are two or moresame columns, the import process will fail.
2. If there is a column other than the above three in the CSV file, the data in that column will beignored in the import process. The import process succeeds.
3. The line feed code of the CSV file corresponds to CR, LF, CRLF.
4. UTF-8 is recommended for the character code of the CSV file.
(2) Specification regarding import processing
1. You can validate the CSV file format and CSV file data by checking [Verify only] and clicking[Start import]. At this time, Data in the CSV file will not be imported.
2. The import process updates only the data of the user existing in the CSV file. The user's datathat does not exist in the CSV file will not be changed before and after the import process.
3. If you want to delete registered "Google Account" or "Calendar ID", please leave the value inthe "ID" column and delete the values in the "Google Account" column and "Calendar ID"
column. Then import the CSV file.
4. The import process processes CSV file data concurrently. If an error occurs on a specific line,
only the corresponding line is skipped. It does not affect the processing of other lines.
5. Abort operation can be performed during CSV file import processing. However, you can notcancel the import process completed before the suspend process.
6. Imported CSV files can not be downloaded.

Import result screen

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34

6. The users who don't have user licenses of Salesforce areregistered.** But these users need to have user licenses of Google Workspace.
1. Please register the users who don't have users account of Salesforce with Contacts.
2. Please click ［Contacts］ of rakumo Sync Setup screen.

3. Please register Google Calendar ID with Contacts of 1.

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7. Begin to Start/Stop.
1. Please click ［Start/Stop］ of rakumo Sync Setup screen.

2. Please click ［Save］ button including a check in “Start Sync” to do in the synchronous state.

After having completed all setting, the schedule made newly and an edited schedule synchronize.
The schedule which is already made before setting doesn't synchronize. But, when editing andrenewing a made schedule once more, a schedule synchronizes.

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8. View log entries.
When doing making of a schedule, edit and elimination by Google calendar or event
calendar of Salesforce, administrators can read preserved movement log. The log
administrators can read is only operation of the rakumo Sync users. r The user's operational log
which isn't rakumoSync isn't preserved.

Please choose a date by ”Junmp to date”.
Next, choose from “Log Level”.
Critical …When not synchronizing by the user's authentication error or incompleteness of setting.
Error …When not synchronizing by the specification or API error.
Warning

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Log Detail
The details of each log can be confirmed on this screen.

→ View logs of same file.
From this link, you can check the change log of the schedule in chronological order.

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Log message list
Log Level

Info

Messagesucceeded to sync the event xxx

Processing content
Succeeded to sync the event.

created a new event xxx

Created a new event.

modified the event xxx

Modified the event.

deleted the event xxx

Deleted the event.

restored the event xxx

restored the event.

Log Level
UnableToSync

Error
GoogleApiError

SalesforceApiError

Error Type
GuestsCannotSeeGuests

Messagefailed to sync
the event xxx

Cause of error「See guest list」is off.

PrivateSourceEvent

Sync source's schedule is private.

PrivateTargetEvent

Sync target's schedule is private.

RecurringToSingle

Change recurring event to single event.

SingleToRecurring

Change single event to recurring event.

UnknownTargetOrganizer

Sync target's organizer is not a Sync user.

SimilarEvent

A new event with the same "Event Title", "Start Date","End Date", "Organizer (Assigned To)" was registered
within 1 minute.

UnlinkedRecurringEvent

Partial event of recurring event that registered
before introducing rakumoSync changed.

Forbidden

cannotModifyEvent - The Event that entered thetrash box by changing the repeating rule wasrestored.
rateLimitExceeded - A lot of event was registered at
the same time.
Registered event exceeding 14 days, etc.

BadRequest
NotFoundCan not acquire schedule information due to API
error etc.

NetworkError

Can not connect to Google or Salesforce server, no
response from server, etc.

InternalError

Other, internal error.

GoogleAuthError

SalesforceAuthError

CriticalInvalidGrant

failed to sync
the event xxx

Invalid user.

UnauthorizedClient

Marketplace application is disabled.

AuthError

Invalid response 502 - Temporary bug is happening
on Google, etc.

InvalidGrant

failed to sync
the event xxx

InvalidAppAccess

Invalid user, OAuth policy setting of connection
application is invalid, login IP address is restrictedetc.
Profile is not assigned.

AppBlocked

Connection application blocked.

AuthError

unknown_error、Invalid response 503- Temporary bug is happening on Salesforce, etc.

SalesforceApiError

FieldNotAllowed

Can not access custom fields.

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8. Restriction matter of synchronous processing
Something limited in synchronous processing is shown below by the specification of the Salesforce
Event and Google Calendar.

Item

Restriction matter

Restriction about the numberof characters

When synchronizing from a Google
calendar, the number of characters
beyond the restriction is cut withbehavior of Salesforce.

An Event is made.

Note

Title, Description,Resource

When the Google Workspace userwhich doesn't have a license of
rakumo Sync made events by
Google calendar, only events of theguests's rakumo Sync usersynchronizes with Salesforce.
On the other hand, When Salesforce
user which doesn't have a license of
rakumo Sync made a event inSalesforce, you don't synchronize
with a Google calendar at all.

Recurrent （Repeat）Event

The number of making of the eventsis set by behavior of Salesforce. The
events beyond the number of theserestriction, you can't synchronize
from a Google calendar.

The number of the periodic
behavior which can be madein Salesforce
everyday：100
everyweek：53
everymonth：60
everyyear：10

The number of guests who can be
Restriction of the number ofguestsGuest's response

invited：Not repeat → At most 1,000 guests
Repeat → At most 100 guests
A reply of invited Salesforce Event
guests, Accepted or Declined isn't
reflected by Google calendar.
But it's reflected to behavior of
Salesforce Event from Google
calendar.

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Attachment

Restore events from Trash（Recycle Bin）

Attachment doesn't synchronize.
When restoring a schedule from
Recycle Bin in Salesforce, it's also
restored by Google calendar.
When restoring an event from atrash of Google calendar, it's made* An original schedule is left in Recycle
Bin of Salesforce.

by Salesforce as a new event. * 。

An owner of an event ischanged.

When changing the event owner in
Google calendar, the assigned userof Salesforce Event is also changed.
*
When changing the assigned user ofSalesforce Event, An organizer will
declines in Google calendar.
When the assigned user ofSalesforce Event declined event in
Google Calendar, a different guest
will be the assigned user ofSalesforce Event.*1

Declined

When Sync user all the members
decline an event in Google calendar,
the Event of Salesforce is eliminated.

* When guests exist in a repeat event,the assigned user of Salesforce Event
isn't changed..

*1 But, in case of repeat events , theassigned user isn't changed.
*2 But, when editing a schedule inSalesforce Event, a declension isreflected in Google calendar.

Even if a guest declines an event inSalesforce, it won't be a declension
in Google calendar.*2

Others

The item to the right doesn't
synchronize.

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The function and the item by which
each calendar is equipped personally“Related To”, “Activity Custom
Fields”, “Guests can” etc.

9. Synchronization items by rakumo Sync
Items that can be synchronized with rakumo Sync and items to be linked are summarized below.
Google Calendar items after sync
(API label)

Event items in Salesforce *1

can you sync

All-Day Event⇄

All day（start.date、end.date *5）⇄

Guests（attendees）*2⇄

Description（description）⇄

Start time （for all day: start.date,

Attendees

Description

Start

End

For non-all day: start.dateTime）⇄

End time （for all day: end.date
For non-end date: end.dateTime）⇄

Location（location）⇄

Organizer（organizer）⇄

Title（summary）

Private×

Not subject to synchronize *3

Reminder Set

×

Not subject to synchronize *3 , *4Show Time As×

Not subject to synchronize *3 , *4Time Zone×

Not subject to synchronize *3

Location

Assigned To

Subject42

*1 The event items that are synchronized with Google Calendar are the items in the page layout
assigned as the “master” of the Salesforce event record type. In advance, set the page layout to be
used when registering an event to be synchronized with Google Calendar to "Master".
*2 There are restrictions on synchronization contents due to the specifications of Salesforce /Google. For details, please refer to 10. Items with restrictions on sync processing and theirdetails.
*3 Some items are not synchronized due to Salesforce / Google specifications. For details, pleaserefer to 11. The item which isn't processed synchronously and their contents.
*4 The "value set when creating an event" is retained in the linked calendar. Each linked calendar
has its own default calendar alarm. (Example: If you select Google → Salesforce, the alarm setting
will not be set. If you select Salesforce → Google: The value set in the "Event notifications" of thecalendar will be specified.)*5 When synchronizing events from Salesforce Calendar to Google Calendar, the "All day" item will
be checked only in the following case.
- If the start/end times are specified in all-day format (start.date, end.date contain values)

4310. Items with restrictions on sync processing
The following is a summary of the restrictions on the synchronization contents due to thespecifications of Salesforce's "events" and Google Calendar's "Events".

Item

Limitations

Character limit

When syncing from Google Calendar to Salesforce
Calendar, Subject, description, and location items aretruncated if they exceed the character limit for the item.

Note

When a Google Workspace user who does not have arakumo Sync license creates an event on Google
Calendar, only the event of the participant's rakumo
Sync user is synchronized to Salesforce.
Event creation
On the other hand, when a Salesforce user who does
not have a rakumo Sync license creates an appointment
in Salesforce, it is not synchronized to Google Calendar
at all.
Quantity of recurring events
that can be created in
Salesforce
Recurring Event
LimitsIn Salesforce events, the number of events created is cut
after the quantity defined by Salesforce specifications.

・Daily: 100
・Weekly: 53
・Monthly: 60
・Annually: 10

Number of members you can invite:
Guests limit

・Up to 1,000 people for single event
・Up to 100 people for recurring events.

Participation
status restrictions

Invited member's "Yes/No" response on Salesforce
Calendar is not reflected in Google Calendar.

Attachment file

Attachments are not synced.

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Invited members' ”yes/no”
answers in Google Calendar arereflected in Salesforce Calendar.

Restore from
Recycle Bin

When you restore an event from the Recycle Bin in
Salesforce, it is also restored in Google Calendar.
When you restore an event from the Google Calendar
Recycle Bin, it will be created as a new event inSalesforce ** The original schedule remains
in the Recycle Bin of Salesforce.

Event owner/assignee change

When you change the event owner in Google Calendar,
the assignee of the event in Salesforce also changes * .
When changing the assignee of an event in Salesforce,the event owner of the event in Google Calendar
declines without being changed.

*For recurring events withattendees, event assignee in
Salesforce doesn't change

decline an event

When a Salesforce assignee declines to participate in
Google Calendar, another participant becomes a
Salesforce assignee. *1
When there are Sync users in the attendees, Salesforce
events are deleted when all Sync users decline to join in
Google Calendar.
Even if you decline the participation in Salesforce, it will
not be declined in Google Calendar. *2others

The items on the right are not synchronized.

45*1 However, if it is a recurring
appointment, the assignee will
not be changed.
*2 However, when an event ischanged (updated) in
Salesforce, it is also declined in
Google Calendar.
Functions and items unique toeach calendar, such as related
destinations/names, custom
items, and permissions forguests11. The item which isn't processed synchronously
Something which isn't treated with the specification of Salesforce and Google Workspacesynchronously is gathered below.

Item

Restriction matter

Note

Event

When registering an event beyond 14 days in Google
calendar, this schedule doesn't synchronize with
Salesforce.

Restriction by the specificationof Salesforce

When registering an event beyond 24 hours by arepeat in Google calendar, this schedule doesn't
synchronize with Salesforce.

Restriction by the specificationof Salesforce

When it was changed to an event repeatedly from one
Event, or it was changed to one event from an event
repeatedly in Google Calendar, this schedule doesn't
synchronize with Salesforce.

Restriction by the specificationof Salesforce,

When registering repeating events("Event Series") inSalesforce Lightning Experience UI, that event will not
be synchronized to Google Calendar.

Restriction by the specificationof Salesforce.

Event where string
stuck to “Name”
and “Related To” inSalesforce

When a data record of Name” and “Related To” towhich string stuck is eliminated in Event of Salesforce,the event doesn't synchronize with Google Calendar.

Restriction by the specificationof Salesforce.
※An event in Google Calendar
isn't eliminated.

There is an input
regulation in theitem of Event inSalesforce.

When registering an event in Google calendar, when
the content which came off an input regulation is
input, the event doesn't synchronize to Salesforce.

But, synchronous processing to
Googel Calendar isn't restrictedfrom Salesforce.

Recurrent（Repeat）Event

When changing the private
schedule to the public, thisPrivateA Private schedule doesn't synchronize. Even if a
Private schedule is edited and it's eliminated, thisschedule doesn't synchronize.

schedule synchronizes as the
public schedule. But, whenchanging the public schedule tothe private, this scheduledoesn’t synchronize.

“Guests can” in
Google Calendar

When removing a check at "see guest list" of Guests
can in Google calendar, this event doesn't synchronize
to Salesforce.

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12. Additional settings when using [Login IP Ranges] in Profile
If you have set [Login IP Ranges] in your profile, additional settings are required to use rakumo
Sync.

⚫ What is the [Login IP Ranges] in the profile?
This feature allows users assigned a profile to log in to Salesforce only from a specified IP address.*
Users will not be able to log in from any IP address other than the specified IP address.
For more information, please refer to the following Salesforce support page
▼ Restrict Login IP Addresses in Profiles
https://help.salesforce.com/s/articleView?id=sf.login_ip_ranges.htm&type=5* Please note that this is different from "Set Trusted IP Ranges for Your Organization"⚫ Why additional settings are needed
rakumo Sync connects to Salesforce via API when synchronizing schedules.
If you use the [Login IP Ranges] in the profile and do not include the rakumo Sync IP address in thesettings, the schedule synchronization process will fail due to an authentication error.
The additional settings in this chapter are required to be able to synchronize schedules correctly
even if you have set [Login IP Ranges] in your profile.

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⚫

Flow of response according to usage status➢

When you start using rakmo Sync while [Login IP Address Restrictions] is set in the profile
It will be easier to start rakumo Sync synchronization after you have configured the settings
described in this chapter.
Example of setup procedure：(1) Install and initially configure rakumo Sync according to the procedures in Chapters 1
through 6.
(2) Add IP address ranges for rakumo Sync according to the procedures in this chapter.
(3) Start synchronization with rakumo Sync according to the procedures in Chapter 7.

➢

When you are using rakumo Sync and want to add "Restrict Login IP Addresses" to your profile
To prevent synchronization failures or unexpected problems due to changes in settings, werecommend that you verify the operation in a sandbox environment in advance and inform usersthat they should refrain from registering, editing, or deleting appointments when changes are
made in the production environment.
The example is just an example. Please consider acting in accordance with your company's
Salesforce operation rules.
Example of setup procedure：(1) test the operation in a sandbox environment in advance
Add the IP address range that is normally used for login and configure additional settings forrakumo Sync following the steps in this chapter.
(2) inform users that they are requested to refrain from operating their schedules during thesame time period as the date and time of the setting change.
(3) change the settings of the production environment(4) check the operation after the change and, if there are no problems, inform users that thechange has been completed(5) Check the "rakmo Sync Setup > View Log" page to see if there are any scheduled operations
that could not be synchronized before and after switching settings.
(6) if there is a schedule that could not be synchronized, ask the user to perform the operation
again.

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12-1. Additional Setup Procedures
The following two tasks are performed during the additional setup:
1. Set "Enforce IP restrictions" to the value of "IP Relaxation" in rakumo Sync Admin and rakumo
Sync Engine.
2. add rakumo Sync IP address to [Login IP Ranges] of profile.

Detailed instructions for each task are provided on the following pages.

⚫ Please check before setting
The current IP address of rakumo Sync is 34.123.76.31.
Please open the login history from the settings and confirm that the "Source IP" of the application"rakumo Sync Engine" or "rakumo Sync Admin" is set to the above value.

Tips
The Salesforce login history page can be accessed in the following ways:
1. Open Salesforce Settings and type "login history" in the "Quick Search" field.
2. Select "Login History" from the results.

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Step 1. Set "Enforce IP restrictions" to the value of "IP Relaxation" inrakumo Sync Admin and rakumo Sync Engine.
1. From Salesforce "Setup", open the list of connected apps.
The screen name varies depending on the display mode you are using.
■ For Lightning Experience
Apps > Connected Apps > Manage Connected Apps

■ For Salesforce Classic
Manage Apps > Connected Apps

2. First, work on rakumo Sync Admin.
Click "Edit" in the rakumo Sync Admin row.

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3. Check if the value of OAuth Policies > IP Relaxation is set to "Enforce IP restrictions".

4. If the value of "IP Relaxation" is already set to "Enforce IP restrictions", go to 6.
5. If the value is other than "Enforce IP restrictions", select "Enforce IP restrictions" and click "Save"at the bottom of the screen.
6. Next, work on the rakmo Sync Engine.
Return to the list of connected apps page and click "Edit" in the rakumo Sync Engine row.

7. Check if the value of OAuth Policies > IP Relaxation is set to "Enforce IP restrictions".

8. If the value of "IP Relaxation" is already set to "Enforce IP restrictions", then Step 1 is complete.
Go to Step 2.
9. If the value is other than "Enforce IP restrictions", select "Enforce IP restrictions" and click "Save"at the bottom of the screen.
This completes the setup for step 1.

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Step 2. add rakumo Sync IP address to [Login IP Ranges] of profile.
The screen names and appearance differ depending on whether you are using Lightning
Experience and whether you have enabled the Enhanced Profile User Interface.
Please refer to the section that follows the screen display in your Salesforce environment.

1. From Salesforce "Setup", open the list of profiles.
■ For Lightning Experience
Users > Profiles■ For Salesforce Classic
Manage Users > Profiles

2. Click the profile name assigned to the user who will use rakumo Sync.
Here, select "Custom: Standard User (rakumo Just a user)" as an example.

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3. Locate the "Login IP Ranges" setting.
■ When the "Enhanced Profile User Interface" is enabled
Click on "Login IP Ranges" under System.

■ When the "Enhanced Profile User Interface" is disabled
Keep scrolling down until you see the "Login IP Ranges" setting.

4. Create an IP range for rakumo Sync.
■ When the "Enhanced Profile User Interface" is enabled
Click on "Add IP Range".

■ When the "Enhanced Profile User Interface" is disabled
Click on "New".

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5. Enter the Sync IP address "34.123.76.31" for both the Start IP address and the End IP addressand click "Save".
■ When the "Enhanced Profile User Interface" is enabled■ When the "Enhanced Profile User Interface" is disabled

6. When the save is complete, the IP range you set will appear in the Login IP range list.
■ When the "Enhanced Profile User Interface" is enabled■ When the "Enhanced Profile User Interface" is disabled

7. If there are other profiles assigned to rakumo Sync users other than the one you have operated,
and if you need to restrict the login IP address, repeat steps 1-6 in step 2 for the number of
profiles.

This completes the setup for step 2.
After completing the settings up to this point, you will be able to synchronize appointments
using rakmo Sync with the [Restrict Login IP Address] setting applied to your profile.
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