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Vote 4120  points

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Salesforce.com to Outlook Selective Contact Sync

Salesforce Platform, Applications, Email Client & Office Suites, Integration, Web Services API, Large Enterprise Ideas, Large Enterprise

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I would like to be able to choose what Contacts are synced from Salesforce.com down to Outlook. Right now it is all Contacts that I own and All Contacts on the Accounts I own. I have some Contacts that I own but do not need to be brought down to Outlook and there are other Contacts that are owned by people below me that I would like to have in my Outlook. The only way I can see to do this now is to create Duplicate Contacts within salesforce.com for the Contacts that I do not own and for the ones I do own is to just put up with having them in my Outlook.

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August 2010 UPDATE:
Thank you for all of the feedback. We’re working to address your ideas in the new Salesforce for Outlook.

6 years ago · 63 Comments · Report Abuse

Latest Comment from Product Management

Blake Markham

Mariscal and Others:

Thanks for your comments and feedback.  Salesforce for Outlook (new in Winter '11) includes functionality to control which contacts sync from Salesforce to Outlook.

To sync a subset of your Salesforce contacts, your administrator will need to define a data set filter on your assigned Outlook configuration.  (eg. Contacts on user's Opportunities)  You can watch a demo video of how to set this up.

We recognize you need more than a criteria-based mechanism to control how data syncs.  In an upcoming release, we're introducing Chatter Contact integration.  If a user follows a Contact in Chatter, it will sync to Outlook automatically.

3 years ago · Report Abuse

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