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            Specify Which Salesforce Fields Sync to Microsoft® Outlook®

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            Specify Which Salesforce Fields Sync to Microsoft® Outlook®

            Depending on your Salesforce for Outlook permissions, map fields from the Salesforce records you sync to 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 access your Salesforce for Outlook configuration Assigned to an active configuration
            To change field mappings Let users modify Field mappings in configuration
            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.

            Field mappings define which Salesforce and Outlook fields correspond when items sync between the two systems.

            1. From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.
            2. Under Data Settings, click Edit Field Mappings under Contacts, Events, or Tasks to display all the fields for records on that object.
            3. Review what Salesforce fields are mapping to each Outlook field.
            4. 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
              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.
            5. Click Save. Field mappings begin syncing on items the next time those items are updated in either Salesforce or Outlook. 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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