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Stefan
Outlook Connect - stop users from adding Contacts
How can I stop users from creating new Salesforce contacts from Outlook?
I would like them to be able to sync changes just not add new records.
We have some required fields in Salesforce but these are ignored whe adding a contact from Outlook.
I came up with a workaround.
Required fields are of course on the page level which Outlook does not see.
So I added a validation rule to Contacts which duplicated the required field rule on my custom field.
I added a message "Add contacts in Salesforce....."
As users adding contacts in Salesforce will see the page rule first, they will never see the validation rule. Only Outlook users will see this message.