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Topics#Data ManagementPergunta de Evan Katzman
Evan Katzman perguntou em #Data Management
15 de mar. de 2012, 19:30

Is there an Outlook 2010 plugin that behaves like the old (2003) "opt-in" model?

The old Outlook plug-in was an "opt-in" model, which allowed users to actively select contacts, calendar entries, and tasks to synchronize.  The new plug-in has an "all-in" model by design, with limited "opt-out" capabiltiies... but a lot of risk that users will find personal contacts/events/tasks that should not be shared synchronized with Salesforce.  Mobile users, and possibly others, have found that their marking an event "Private" is not always honored, and the event is uploaded to Salesforce. 

 

I would like to know if there are any category -driven plugins that would work with Outlook 2010.

 

This would solve the problem of incorrect data being synchronized with  Salesforce without  user's action.
1 resposta
  1. Sai T (Raleigh Developer Group)
    22 de set., 10:07

    Hi Evan, 

     

    The frustration with the shift from the old Outlook 2003 "opt-in" model to the newer "all-in" sync behavior in Outlook 2010 is a very common pain point for administrators trying to protect user privacy. 

     

    By default, the official Salesforce for Outlook plugin handles synchronization broadly, and as you noted, the "Private" status checkbox on calendar items isn't always reliably respected depending on configuration and sync direction, creating a high risk of over-sharing personal data. 

     

    To get back to a controlled model where items are only pushed over intentionally, you have a couple of solid pathways:

    1.Configure Outlook Categories in Salesforce for Outlook:Category-Driven Filtering. 

    You can configure the native Salesforce for Outlook settings to filter items by specific Outlook Categories rather than syncing everything blindly. By setting up sync configurations to only look for a designated category (like "Sync to Salesforce"), items remain private on your local machine until a user explicitly applies that category tag. You can verify success when un-tagged calendar entries and contacts stay local, while tagged items successfully populate in Salesforce. 

     

    2.Leverage Category-Aware Integrations:Third-Party Add-Ins. 

    If the native plugin's filtering constraints fall short for mobile users, enterprise-grade third-party integrations (such as Cirrus Insight or LinkPoint360) offer granular rule-based settings. These tools allow you to enforce strict domain blacklists, handle private event filters explicitly, and rely on manual side-panel log buttons rather than an automated all-inclusive sweep. You can verify success when users can seamlessly log only chosen communications directly from their inbox side-panel.

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