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Define Matching Criteria for Salesforce for Outlook (Retiring)
Define how Salesforce for Outlook handles multiple matching Salesforce contacts when a contact first syncs from Outlook.
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 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.
If we don’t find a matching contact in Salesforce, we create one that syncs with the Outlook contact. We then either assign the synced contact to a Salesforce account, leave it unassigned, or place it in your sales rep’s My Unresolved Items page.
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
-
Edit a configuration, and select one of these matching criteria options under
Data Settings for contacts.
- Most recent activity—Choose the Salesforce contact that shows the most recent activity (such as a phone call or email), as shown in the contact’s Activity History related list. This option is the default matching criteria.
- Last updated—Choose the Salesforce contact that was most recently modified.
- Oldest—Choose the Salesforce contact that has the earliest creation date.
- Click Save. All changes take effect the next time data syncs for the users in this configuration.
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