How You Synchronize Contacts
While viewing or editing a contact in Outlook, you can click a button to share the contact between Outlook and B2C Service.
If two-way synchronization is set up and you click Sync All Contacts, all your Outlook contacts are added to B2C Service. Before you can add B2C Service contacts to the Outlook Contacts folder, your staff account must be associated with the contacts. At least one of the following conditions must be true for each contact that you want to add.
- The contact is associated with an incident or opportunity that is assigned to you.
- The Salesperson field on the contact’s record displays your name.
- The Salesperson field on the contact’s organization record displays your name.
Note: When email address sharing is enabled in B2C Service, which is the ability for more than one contact to have
the same email address, duplicate email addresses are detected when
performing contact synchronizations between B2C Service and
Microsoft Outlook. See Email Address Sharing.
After contact integration is set up on your workstation and the Contacts folder is selected, your Outlook toolbar contains these buttons.
| Button | Description |
|---|---|
 |
Click to sync the selected contact between Outlook and B2C Service. |
 |
Click this drop-down list to display contact sync options. |
Sync All Contacts |
Select to sync all contacts between Outlook and B2C Service. |
Sync Settings |
Select for sync options. |