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            Define Matching Criteria for Salesforce for Outlook (Retiring)

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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
            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.

            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.

            1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
            2. 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.
            3. Click Save. All changes take effect the next time data syncs for the users in this configuration.

            See Also

             
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