1

I have a Salesforce trial account.

In the Outlook Configuration section (Administration Setup/Desktop Administration/Outlook Configuration), I created a custom fields mapping between Outlook fields and salesforce fields.

Everything is working as expected, except for the Outlook ManagerName field. When selecting that field, I can only map to a predefined set of Salesforce build-in field (as shown on the Image), but not on a custom field I defined on the Contact object.

SF-Outlook Bindings

Note: For all other Outlook fields, the list contains all build-in and custom fields defined on the Contact object.

2

According to Synchronizing Your Contacts and Activities with Connect for Outlook, under Setting Up Associations for Outlook Items, the ManagerName field is used to create the Salesforce Contact manager relationship.

You must select the correct manager if the contact's Manager's Name field has a value in Outlook.

As such, Salesforce forces you to map it to a field that can be used to create the relationship.

6
  • If I understood well, what you mean is that I have to have a field on the Contact object that is a lookup on a Contact?
    – Bidou
    Aug 5 '13 at 6:21
  • My understanding is that Salesforce will try and map the value from the Outlook ManagerName field to either a Contact or User field on the target Contact. As such, it will be a relationship to another Contact/User record. Once that relationship has been established you could use a formula field to expose the Manager Name as a custom field on the target Contact. Aug 5 '13 at 8:11
  • I just tested by adding a custom field of type Contact on my Contact object. Seems to work, it appears now in the list... hum.
    – Bidou
    Aug 5 '13 at 12:00
  • Hi All, One of my client use to sync Events from Outlook to salesforce.com, but he wants a extra field to be mapped in Outlook called "Type" so that on the salesforce.com when the events are synced he will be able to sort them with thier types. So I wanted to know if I create a custom field under outlook list in Events how can I map it with Outlook. Please help. Thanks, Chirag Verma May 15 '14 at 12:15
  • Hi @ChiragVerma. Please ask a new question for this so it can be answered independently. May 15 '14 at 18:47

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