Sync contacts between
Salesforce and Microsoft Outlook using Salesforce for Outlook plugin.
System
Used
Windows
7 PC, Microsoft Outlook 2010, Saleforce Enterprise Edition and Salesforce for
Outlook 2.4.2.
Description
Microsoft
Outlook and Salesforce for Outlook already installed on the PC and have to sync
all the contacts in the Outlook with Salesforce using Salesforce for Outlook
plugin. All the contacts are saved in the default Contact
Folder.
Right
Click on the Salesforce for Outlook > Sync > Sync Now
We get
following error.
Sync Log
ERROR
[Contact] *********** Sync Engine *********** Error
Sfdc.Outlook.OLInvalidRecordTypeException: Required Outlook Type: Contact
at Sfdc.Outlook.RDORecordConverter.ConvertADORecordsetToOLRecordCore(IRDOFolder folder, OLEntityType requiredEntityType, Recordset dataSet, IList`1 mappedFields, OLRecordId storeEntryId, Boolean useType)
at Sfdc.Outlook.RDORecordConverter.ConvertADORecordsetToOLRecord(IRDOFolder folder, Recordset dataSet, IList`1 fieldList, OLRecordId storeEntryId, Boolean useType)
at Sfdc.Outlook.OLSession.QueryFolderWithMinFields(OLRecordId folder, OLRecordId store, OLEntityType entityType, IEnumerable`1 fields, String filter)
at Sfdc.Outlook.OLSyncConnector.GetChangedData(IEnumerable`1 folders, String filter, Boolean checkActualDeletes)
at Sfdc.Synchronization.SyncEngine.GetChangesFromOutlook()
at Sfdc.Outlook.RDORecordConverter.ConvertADORecordsetToOLRecordCore(IRDOFolder folder, OLEntityType requiredEntityType, Recordset dataSet, IList`1 mappedFields, OLRecordId storeEntryId, Boolean useType)
at Sfdc.Outlook.RDORecordConverter.ConvertADORecordsetToOLRecord(IRDOFolder folder, Recordset dataSet, IList`1 fieldList, OLRecordId storeEntryId, Boolean useType)
at Sfdc.Outlook.OLSession.QueryFolderWithMinFields(OLRecordId folder, OLRecordId store, OLEntityType entityType, IEnumerable`1 fields, String filter)
at Sfdc.Outlook.OLSyncConnector.GetChangedData(IEnumerable`1 folders, String filter, Boolean checkActualDeletes)
at Sfdc.Synchronization.SyncEngine.GetChangesFromOutlook()
Resolution
Please
follow the outline below.
1. Take
backup of Outlook (.pst) and Export all the contacts in the excel (.csv) - Very
Important.
2. Close
the Microsoft Outlook.
3.
Uninstall Salesforce for Outlook Plugin.
4. Start
Menu > Search (%AppData%) Enter > Click Salesforce.com Folder
(Delete the Folder).
5.
Install the Salesforce for Outlook Plugin
6. Right
Click on Salesforce for Outlook Plugin > Settings > Login > Allow >
Choose Folders
7. Outlook
must be running. Hence Start Microsoft Outlook 2010.
8.
Select Contact Folder > Next
9.
Select Manual or Automatic Syncing > Next
10. If
you want sync Private Contacts check Include Private Contacts. If you don't
want to sync Private Contacts unchecked the Include Private Contacts and Save.
11.
Right Click on Salesforce for Outlook in the Taskbar > Sync > Sync Now
(If Manual)
Note: - If
the Microsoft Outlook is not connected to the server then we may get the above
error. One reason may be when the outlook is not connected to the server is when
the password is not entered in the outlook. That time the server disconnects
and we are unable to sync contacts using Salesforce for Outlook. Microsoft Outlook must be connected to
the server.
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