0 Flares Filament.io 0 Flares ×

Salesforce for Outlook can cause a lot of quirky issues, and in the past I used to recommend not using it at all. In the past year or so with 2.x and now 3.x it is getting a lot better and worth using.  Here are a few ways to keep it playing nicely if anything goes bad for a user.

Always try resetting the Sync Settings first

The easiest thing you should always try first is to recheck your sync settings:
Salesforce for Outlook Sync Settings

The easy & ultimate fix for bigger problems

I had some users running into this issue as well and seeing errors on Task and/or Event syncing.  It turns out it is primarily a sync database corruption issue. It can either be corrupt on the users computer or corrupt in Salesforce.  One method of fixing is putting the affected user in a new Outlook Config just for them. this creates a clean sycn database in Salesforce. The other method (which I believe should be tried FIRST) is to exit Outlook and Salesforce for Outlook, then rename the sync DB to DB_OLD or whatever, start outlook, wait until it’s fully loaded and then re-start Salesforce for Outlook and log back in.  If that fails then creating a new Config in Salesforce would be helpful.

Here is what Salesforce support recommends:

  • uninstall old version – 2.9.3
  • install latest version – 3.0
  • install .net framework  (I would try without re-installing .net first)
  • input user info and try syncing

If that does not work then you need to re-build the sync database:

– Close both Outlook and the Salesforce for Outlook plug-in. To close the plug-in right click on the icon in your system tray and select ‘Exit’.
– Click start and type %appdata% in Search Bar.
– Select Salesforce.com folder.
– Select Salesforce for Outlook folder.
– Right click on DB folder and rename it example: DB old.
– Open Outlook and wait until it loads up.
– Open Salesforce for Outlook plug-in.
– You’ll receive a prompt to sign in with your Salesforce Username and password, if not follow next step.
– If you do not receive a prompt to sign in, right click on Salesforce for Outlook system tray icon, select settings -and you will receive a prompt to sign in. Enter the Login credentials and click on Login to Salesforce.
– Click Allow.
– Click Next and check the sync folders.
– Select the type of sync method i.e. Manual / Automatic and click Next.
– Select the kinds of private items you want to sync and click next.
– Click Save and click ok.

Reference:

 

0 Flares LinkedIn 0 Twitter 0 Google+ 0 Facebook 0 Buffer 0 Email -- Filament.io 0 Flares ×