You are here:
Customize the Fields That Sync Between Salesforce for Outlook (Retiring) and Microsoft® Outlook®
Customize fields in the records that your sales reps sync using Salesforce for Outlook. Also add custom Outlook or Salesforce fields you want your reps to 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 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 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.
Field mappings define which Salesforce and Outlook fields correspond when items sync between the two systems. Salesforce comes with a set of default mappings. Decide whether to let your sales reps edit their own field mappings in their personal settings.
Map these custom field types.
- Outlook text fields
- Salesforce text fields
- Some Salesforce picklist fields
Edit default field mappings or set up custom field mappings for your reps.
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
- Select an Outlook Configuration you want to edit, or create one.
- Under Data Settings, click Edit Field Mappings under Contacts, Events, or Tasks to display all the fields for records on that object.
- Review what Salesforce fields are mapping to each Outlook field.
-
Edit the Salesforce or Outlook field mappings you want to
change, or create mappings for custom fields. Salesforce for Outlook lets you
edit any field mapping with a picklist. You can add more mappings at the bottom
of the list. You can remove mappings by clicking the X next to the mapping.
Warning If you map a custom field that is universally required, make sure that it has a default value to avoid errors. Also, mapping custom fields that require validation by Salesforce can cause sync errors. For example, you map a custom Salesforce field that requires a unique value. If you enter a non-unique value in the Outlook field, you receive a sync error. - Click Save. Field mappings begin syncing on items the next time those items are updated in either Salesforce or Outlook.
Did this article solve your issue?
Let us know so we can improve!
