Configuring the Global Exclusion List (Exchange + Salesforce)

Cloud Edition syncs emails and calendar items in part by referring to and matching based on sender and recipient email addresses. The Global Exclusion List enables Admins to prevent emails and calendar items from specific email addresses or domains from syncing between systems. If an item has more than one email address or domain but at least one matches a listing on the Global Exclusion List, the entire item will be excluded from the sync regardless of any other matching Salesforce records or sync settings. In this section, you will learn how to add email addresses and domains to the Global Exclusion List.

 

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Warning: The Global Exclusion List is accessible at the Subscription level to Admins. Changes made to the Global Exclusion List will affect all end users across all Profiles for that Subscription. Additions to the Global Exclusion List are not reflected in the Ignore List or visible to end users. End users may not be aware that an email address or domain has been excluded unless they review the Email Sync History or Calendar Sync History.


Configuring the Global Exclusion List

Log in to Cloud Edition, and select the Subscription navigation option.

 

 


Locate the Subscriptions section, and select the Edit link for a Subscription.

 

 


Enter the email address(es) and/or domains that should be prevented from syncing to the Global Exclusion List text box. Note that you can add multiple entries but only list one item per line.

 

 


Tip: Any items sent to or from these email addresses and domains will be completely excluded from any sync jobs, even if they meet other established sync criteria or there are other matching Salesforce records.


Click the Save button to finalize the changes.

 

 

 


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