How do I prevent Salesforce for Outlook from changing the color of my records in Outlook?
|Knowledge Article Number||000193909|
|Description||Color categories allow you to easily identify and group associated items in Microsoft Outlook. Assign a color category to a group of interrelated items — such as notes, contacts, appointments, and e-mail messages, in this case all Salesforce related items — so that you can quickly track and organize them. You can also assign more than one color category to items or remove the color category.
Now, synchronizing with Salesforce uses the "Sync with Salesforce" (Green color) or "Don't Sync with Salesforce" (Gray color) categories to manage the synchronization.
Associating an email to a Salesforce record uses the "Added to Salesforce" Blue color category
Microsoft Outlook For example using the Salesforce manual synchronization method users can choose to categorize Outlook records with the "Sync with Salesforce" category and by default this will change the color of the selected record or records as shown in views in Outlook to the green color.
To learn more about the Sync and categories see the Article Number 000187292 - Salesforce for Outlook sync method - Manual vs Automatic
|Resolution||The color assigned to Microsoft Outlook categories may be changed to None to prevent the record colors from changing in Outlook.
1. Right click on a record in Outlook and select Categorize | All Categories
Alternative paths to get to the All Categories
Path 1: Outlook | Actions | Categorize
Path 2: Outlook | Edit | Categorize
2. Click on the "Sync with Salesforce" category name so it is highlighted
3. Change the color from the color drop down box to none if you want no color or pick a different color
4. Click OK
More information on Categories in Outlook 2007 by Microsoft