Contact Sync Options

Select contact sync options for Outlook integration.

1. Open Outlook.
2. Click the arrow next to the Sync Email button and select Sync Settings.
3. Click the Sync Contact tab.
4. Select options.

   Sync Contact Tab

   Field	Description
   Sync Direction	This section contains check boxes for selecting the direction for contact synchronization. Selecting only one of the contact synchronization settings results in a one-way synchronization.
   From Oracle Service Cloud to Outlook	Select to sync contact data from B2C Service to Outlook. Contacts in B2C Service are added to the Contacts folder in Outlook only if one or more of the following conditions are met: 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.
   From Outlook to Oracle Service Cloud	Select to sync contact data from Outlook to B2C Service.
   Auto Sync Events	This section contains options for selecting when you want to sync contact data.
   Attempt Sync When Saved	Select to sync contact data between B2C Service and Outlook when a contact is saved in Outlook.
   Attempt Sync When Open	Select to sync contact data between B2C Service and Outlook when a contact is opened in Outlook.
   Sync On Demand Only	Select to sync contact data between B2C Service and Outlook when you click Share or Sync All Contacts on the Outlook toolbar. This option is selected by default.

   If both the From Oracle Service Cloud to Outlook and From Outlook to Oracle Service Cloud check boxes are selected, a two-way contact synchronization occurs. If the same data you are updating in Outlook has been updated by another staff member working in B2C Service, the data from B2C Service will be used during the two-way synchronization.

   Note: When a contact record is first created in B2C Service as a result of a sync, the Salesperson field in the contact record is assigned to the staff member who performed the sync. Subsequent synchronizations do not affect this field. You can, however, manually update the Salesperson field by editing the contact record in B2C Service.
5. Click OK to save the sync contact settings and close the Sync Settings window.