Preset contact sync to run automatically based on established rules. Users leverage sync settings in LinkPoint Assist to indicate the range, frequency, and direction (one-way or bidirectional). The sync options automate when and how contacts move between systems. By default, all contacts in Outlook and all contacts that a user owns in Salesforce will be compared and synced to the standard Contacts folder in Outlook. The option to delete contacts from Salesforce is disabled by default to protect data from errant deletion.
Tip: Users can leverage the Side Panel to search and view Salesforce data when working with contacts in Outlook. Currently, contacts cannot be related to additional Salesforce records from Outlook. Outlook contacts that sync to Salesforce will be created in the CRM as private contacts. Users will need to locate these contacts and relate them to Salesforce accounts or other records, as applicable.
Warning: 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. Refer to the Configure and Run a Manual Sync section of this User Guide for more information.
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Establish Contact Auto Sync Settings
Right click the LinkPoint Assist icon in the system tray, and select Configure LinkPoint Connect.
Select Sync from the Components list in the LinkPoint Assist window, and select the Sync Jobs tab.
Select Salesforce-Microsoft Outlook Contact from the Process drop-down list. Then click the checkbox for Include contact records during background sync?
Tip: By default, users will sync contacts that they own in Salesforce with the standard Outlook Contacts folder. Users can choose to sync all contacts, contacts on a team, or contacts on a specific campaign. Users can also specify a different folder in Outlook for contact sync. Contact a LinkPoint360 Account Executive for more information on changing these configuration settings.
Select the options in the Prevent Operations section based on workflow need.
Tip: Users can prevent LinkPoint Connect from creating, updating, or deleting items regardless of any other system settings. Users can set this individually for Outlook and Salesforce, effectively creating bidirectional or one-way sync rules.
Tip: For contact sync, the Do not ‘delete’ existing Contact records from Salesforce option is selected by default in LinkPoint Connect as a precaution for users who do not want items removed from Salesforce. Users can deselect the checkbox to override this setting.
Select the Auto Background Sync tab, and click the Enable Auto Background Synchronization checkbox.
Select the frequency from the Start background contact sync every drop-down list.
Select the time frame during which the auto sync should run by sliding the selectors to the left or right to adjust the range.
Review the settings in the Notification Options and Summary Options tabs. Select or deselect the checkboxes as needed to adjust how sync notifications and messaging are displayed.
Click the Apply button when finished to finalize the settings. Click Ok to close LinkPoint Assist. LinkPoint Connect will sync the contacts at the scheduled interval based on the sync rules.
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