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Upon installing the Salesforce for Outlook for our sales teams, we ensure that we select "Sync Only the Outlook items I Select", however it never does as expected.

 

You'd think that this would NOT automatically select ALL contacts that match to Salesforce to "Sync with Salesforce" based on this setting. However, that is exactly what it does...it selects ALL Contacts that have items in Salesforce and overwrites ALL the local Outlook settings that users have been using for years (we are new to Salesforce so of course Sales teams use their own personal contacts and save much information in there about the clients) -

 

Yes - we have the SF wins with syncing in configuration...as it should do this for those that we choose to "Sync with Salesforce"....However, we aren't given the choice, it automatically selects EVERYTHING upon installation, it ignores that we select the option to only sync what we select....

 

This has been a HUGE headache....for those that are using O365, you can imagine why...this triggers an "update to the record", not a deletion, so recovery of the contacts is impossible unless you have prior manual backups (which isn't normal...).

 

Product TEAM - Please Address - This cannot be "as designed", as I'm being told. The design doesn't make sense. Why offer a "Sync with items that I select" yet automatically Sync EVERYTHING upon installation?

 

Anyone else running into this issue and what has been your workaround?
2 answers
  1. Feb 22, 2018, 9:36 PM
    Thank you for your response. A support case exists, but they saying that it is acting as designed...
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