Contact, Task, and Email Sync Options

Outlook integration contains default synchronization options, but you can make any necessary changes to the defaults.

To start with, you’ll enter server details and your B2C Service user name and password. You can then customize contact and task sync options, including preferences for sync direction (such as from B2C Service to Outlook, but not vice versa) and the types of actions that can initiate synchronization. For email integration, you can choose which types of records (contact, organization, incident, and opportunity) you want Outlook email appended to. (Email integration occurs only from Outlook to B2C Service.)

Note: You must have administrative permissions on your workstation to change sync options. If you do not have administrative permissions, contact your administrator.