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We have Lightning Sync set up and users are complaining about all the SFDC contacts going into their phone lists. We know you can remove that list from your contacts, however, when creating a new email or searching for a contact they still tend to appear on a phone.   If we remove the sync of contacts from SFDC to Outlook are we still able to attach emails to contacts in SFDC as we do now? 

#Outlook Lightning Sync

1 件の回答
  1. 2021年9月14日 15:30

    Hi Michelle, 

     

    If you remove the sync of contacts, I believe that the email should still attach to any contacts that exist in Salesforce. However, if a new customer sends an email that is not in Salesforce, the email might go to Unresolved Items because it can't find a contact to associate the email with. However, the user could still use the Salesforce Pane in outlook to manually create that Contact in Salesforce which should link that email to them. 

     

    Thanks,

    Mikey

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