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Let Users Modify Salesforce for Outlook (Retiring) Settings

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Let Users Modify Salesforce for Outlook (Retiring) Settings

Let users modify their own Salesforce for Outlook settings by editing users’ Outlook configurations in Setup. After you do, users can modify their settings from their Personal Settings in Salesforce.

Required Editions

Available in: Salesforce Classic
Available in: Lightning Experience, if Salesforce Classic is available in your org.
Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To view configurations: View Setup and Configuration
To create, edit, or delete configurations: Manage Email Client Configurations
Important
Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See Salesforce for Outlook Retirement. To keep integrating Microsoft Outlook with Salesforce, check out our next-generation products: the Outlook integration and Einstein Activity Capture. See Move from Salesforce for Outlook (Retiring) to the Next-Generation Products.

You can overwrite users' modifications anytime by selecting Overwrite configuration changes made by users in a configuration. After you save the updated configuration, the new settings replace the existing settings for users of the configuration the next time their data syncs.

  1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
  2. Edit a configuration, and select any of the following options under Data Settings for each object being synced. You can allow users to modify:
    • Whether object is synced
    • Sync direction
    • Conflict behavior
    • Field mappings
    • Outlook folder for syncing
  3. Click Save. All changes take effect the next time data syncs for the users in this configuration.
 
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