Syncing Contacts by Teams Between Outlook and Salesforce
LinkPoint Connect offers users the flexibility to sync contacts based on a number of available criteria. Many organizations choose to further refine how Contacts sync between systems based on the Contact owner(s) in Salesforce.
Own: Sync only the Contacts that the current user owns in Salesforce plus any contacts assigned to their own private “ContactSync” campaign. LinkPoint Connect is configured this way by default (value: own)
Team: Sync only the Contacts that the current user owns in Salesforce plus any contacts assigned to their own private “ContactSync” campaign, plus all contacts of accounts that the user is a team member of (value: team).
Campaign: Sync any of the Contacts assigned to the user’s own private “ContactSync” campaign (value: campaign).
All: Sync all of the contacts in Salesforce (value: all).
In this section, you will learn how to configure LinkPoint Connect to sync Contacts based on those owned by the individual user, by teams, by Salesforce Campaigns, or en masse.
Tip: You can pick which Contacts to sync by assigning them to the ContactSync campaign. The campaign must be created once for each user and named ContactSync. After assigning selected contacts to the ContactSync campaign, you will need to change the value in the LinkPoint Connect configuration file to reflect desired option.
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Syncing Contacts by Teams Between Outlook and Salesforce
Close both Microsoft Outlook and LinkPoint Assist, which you can access from the icon in the system tray.
Launch the Windows File Explorer and navigate to %appdata%LinkPoint360Sync.
Open the file named SalesforceMicrosoftOutlookContact.sync in Notepad or a similar plain text editor.
Search for the phrase filterExpression=”own” and replace the word own with the keyword you want to use.
Save the file once the changes are complete. Then, open Microsoft Outlook.
Right click the LinkPoint Assist icon in the system tray and select Open Synchronization in Manual Mode.
Start the manual sync with the Rebuild History option checked.
Download: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in .pdf format. Get the User Guide
Download: Access the complete LinkPoint Connect: Outlook + Salesforce User Guide in .pdf format. Get the User Guide