Saturday, February 28, 2015

Salesforce for Outlook Sync Error

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.
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()
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 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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