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Edit Your Salesforce for Outlook (Retiring) Sync Settings

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Edit Your Salesforce for Outlook (Retiring) Sync Settings

Depending on whether your administrator gave you permissions, customize which items sync between Microsoft Outlook and Salesforce, and the directions they sync.

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 access your Salesforce for Outlook configuration Assigned to an active configuration
To disable sync: Whether object is synced
Important
Important Full product retirement for Salesforce for Outlook is scheduled for December 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.
  1. From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.
  2. To see which kinds of records sync, hover over filter icons (Data sets filter icon).
  3. To stop an item from syncing, clear its checkbox. All fields related to that item are disabled on the page.
  4. Save your changes. All changes take effect the next time your data syncs. Return to your original settings anytime by clicking Revert to default at the top of your modified configuration. Your administrator can change your settings as needed.

See Also

 
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