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 easy & ultimate fix for bigger problems
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:
– 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.