Reviewing Contact Sync History (Exchange + Salesforce)

Cloud Edition Task Sync ensures the movement of data between Exchange and Salesforce based on preconfigured sync settings. Users can review how contacts were synced between systems by reviewing the Contact Sync History. This is especially helpful to confirm sync behavior and to review items that were excluded from the sync based on rules or missing Salesforce data. In this section, you will learn how to review the data presented in the Contact Sync History.

Warning: Sync History retains user data for 30 days. The Sync History will be rebuilt for users who disconnect their Exchange or Salesforce hosts and reconnect with new details. This ensures that users are viewing the history for the current configuration.

Log in to Cloud Edition, and select My Settings in the top right corner of the screen.

Locate the Contact Sync Object in the Sync Jobs section and select the Sync History link.

Review the Unresolved Contacts tab to view all of the contacts that did not sync due to system error. Each row lists a single contact and the related data.

Tip: Items remain in this list until an action resolves the sync issue (i.e. the error has been resolved) or until the item exceeds 30 days of sync attempts.

Tip: You can sort the items by clicking the column headers to view items in ascending or descending order. Search partial or full terms to filter the list and find specific items more quickly.

Select the Synced Contacts tab to view all of the contacts that synced based on the established sync settings. Each row lists a single task and the related data.

Sort the items by clicking the column headers to view in ascending or descending order. Search partial or full terms to filter the list and identify specific items more quickly.

Tip: Contacts that do not sync due to Prevent Operations settings will not appear in the Contact Sync History since the system completely ignores those items when created, updated, or deleted, as specified.

Download: Access the complete LinkPoint Connect: Cloud Edition (Exchange + Salesforce) User Guide in .pdf format. Get the User Guide

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