How can I tell which Contacts, Tasks, and Events are already marked for sync in Outlook when using Connect for Outlook?
|Knowledge Article Number||000004818|
When using the Connect for Outlook Plugin, How can I tell which Contacts, Tasks, and Events are already marked for sync in Outlook (all editions)?
You can simply open the contact by double clicking on it and look at the Category field. Every contact that is marked for sync or has been synchronized from Salesforce to Outlook would have the “salesforce.com” value in the categories field.
Or you can look at all the contacts marked for sync by changing the view:
1. Navigate to Contacts (or Tasks or Events) in Outlook.
This will list Contacts according to the category they reside in. When in this view, all Contacts that are in the "salesforce.com" category are currently marked for sync (all other Contacts are not). When you unmark for sync the Contacts that are in the 'salesforce.com' category, they will move to a different category (in most cases "none"). This also works for Tasks and Events.
-Contacts can belong to more than one category
-Typing in salesforce.com in the categories field will not mark the record (contact, task, or events) for sync and you must use the Mark for Sync button
-The following article shows you how to automatically assign a color to an event that you have marked for sync in Outlook 2003 and 2007: Article #5696