Outlook Filter Criteria and Sharing Options For Individual Users Lost After Patch Bundle Update

(Doc ID 2175049.1)

Last updated on MARCH 16, 2017

Applies to:

Oracle Fusion Sales Cloud Service - Version and later
Information in this document applies to any platform.


On : version, Microsoft Outlook

Outlook filter criteria lost after PB update.

User had filter client side criteria set to restrict account/contact/opportunity records downloaded during Outlook sync. But after PB update, filter criteria was set back to defaults.
Same issue exists for options to share / not share with Sales Cloud Outlook for Contacts/Appointments/Tasks. These individual options are also lost after PB update.

Filter criteria and options are expected to be retained after PB update.

The issue can be reproduced at will with the following steps:
1. PB18 (June update bundle) update was applied on user machine, and new Outlook package was downloaded.
2. Client side filter criteria values changed to default. This should be retained as same before the PB update

The issue has the following business impact:
Due to this issue, individual user has to recreate his client filters and sharing options after PB update


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