Work with contacts in either Outlook or Salesforce and seamlessly sync contacts to the opposing system with a variety of sync options. Users can leverage one of several sync modes: manual sync or auto sync. Each mode provides a different level of control over how contacts sync and require different levels of user interaction for the sync to occur. Review the available options to choose the contact sync mode that best fits specific workflow needs. Users can then review how to enable and interact with the sync mode in greater detail in the provided articles.
Choose a Contact Sync Mode
Control when and how contacts sync between Outlook and Salesforce with manual sync. Users leverage sync settings in LinkPoint Assist but must take action to run each sync. Users are prompted to review all contacts that will be considered for the sync and are given the option to include or exclude contacts before the sync runs. Manual sync is disabled by default and can be configured one-way or bidirectionally between systems.
Recommended for users who want to sync contacts in bulk but with the ability to double check how the sync rules affect contacts before data moves between systems. LinkPoint360 recommends first-time users run a manual sync before enabling auto sync. This offers users the opportunity to review the sync results before they take effect.
Additional Resources: Refer to the Configure and Run a Manual Sync section of this User Guide for more information.
Preset contact sync to run automatically based on established rules. Users leverage sync settings in LinkPoint Assist indicating the range, frequency, and direction (one-way or bidirectional). The sync options automate when and how contacts move between systems.
Recommended for users who want to set contacts sync based on sync preferences with little to no monitoring.
Additional Resources: Refer to the Establish Contact Auto Sync Settings sections of this User Guide for more information.
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