Hi everyone,
I’m new to the Salesforce Outlook Plugin and have a question. When selecting attendees and logging a meeting to Salesforce using the Outlook plugin, it defaults to their User record (the People card) instead of checking for Contact record first. Users have to click on an exclamation mark and manually select the Contact, which adds an extra step.
Is there a way to change this so that the plugin first matches attendees to their Contact record, and only uses the User record if no Contact is found? This would make it easier to log meetings directly to the Contact record.
I’d appreciate any suggestions or advice. Thank you!
Hi @Hui Hui
If an email address matches a Salesforce contact or lead and also matches a Salesforce user, the user record is selected as the default matching record. This selection helps to refine the list of related records. If necessary, reps can choose a different record type as the default selection for the matched pair.
For more details, refer to:
https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_outlook_integration_relevant_users.htm&release=222&type=5
https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_outlook_integration.htm&release=222&type=5Thanks!
Hi @Hui Hui
You're right, there's no built-in way to make Contact records the default. You’d need to use custom solutions like a Flow or Apex to make that change.
Thanks!
Thank you for the explanation! Just to confirm, it seems like there is no out-of-the-box feature in the Salesforce Outlook Plugin that allows us to set the default matching to the Contact record rather than the User record, correct?
If that's the case, would customization (e.g., using a flow or apex) be the only way to achieve this behavior, or are there any other settings or configurations that could help with this?
Thanks again for your help!
