7

Is it possible to manually select which contacts get synced to your outlook via salesforce for outlook. Via a clean or a hack way, doesn't matter.

Basically each user should be able to select which contacts he wants in his outlook. However, there can't be any changes to the owner, that must stay the same!

| improve this question | |
2
+50

When you set up a Salesforce for Outlook configuration, you need to identify a data set for contacts to sync. One of the options is to sync contacts that the user follows in Chatter. You could set up the data set so the only option selected is the Chatter one and then train your users to follow contacts they want to sync.

| improve this answer | |
  • This might be a winner! I'll check it out, thanks! – pjcarly Jan 24 '13 at 9:48
  • This works! And is by far the easiest and nicest way of fixing this problem! – pjcarly Jan 24 '13 at 10:00
  • Does unfollow record delete it from Outlook if I set salesforce always wins? It doesn't do that for me. – user4402671 Oct 21 '15 at 15:30
  • I suspect it will leave it in Outlook, but not update it anymore. help.salesforce.com/apex/HTViewHelpDoc?id=outlookcrm_sync.htm – Daniel Hoechst Oct 21 '15 at 16:27
1

In a way, you can.

When you set up the Outlook plugin you are given the choice to pick which Contacts folder to sync. You could instruct your users to create a separate Contacts folder in Outlook (e.g. "Professional Contacts") point the tool to that folder and have them move the contacts they want synchronized to that folder.

| improve this answer | |
  • 1
    what if they sync both ways? won't all the salesforce contacts be pushed in that folder then? – pjcarly Nov 13 '12 at 21:50
  • Yes, all the Contacts in that user's data set would end up in that Outlook folder. You set up rules for what data set users would bring down, e.g. Only those they own, those on accounts they own etc. Most of it is centered around ownership somehow. – JLiljegren__c Nov 14 '12 at 23:12
  • Unfortunately I can't work with owners, there can be multiple users selecting the same contact for manual download, but because they are working with a huge list of contacts 50k+ in salesforce, these can't all end up in their outlook (because of a sync with their mobile phones) – pjcarly Nov 15 '12 at 12:03
0

I don't think you can accomplish this with Salesforce for Outlook. You will need to use a paid application like Riva that allows for more customization. I worked with them to fulfill this exact requirement.

| improve this answer | |

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.