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Access Salesforce for Outlook Settings and Tools (Retiring)
Access Salesforce for Outlook settings and tools through the system tray application.
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 |
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.
After you install Salesforce for Outlook, an icon 
appears in your Microsoft® Windows system tray.
From the system tray icon, you can:
- Sync Outlook and Salesforce items
- View your sync log
- Resolve your unresolved synced items
- Manage your Salesforce for Outlook configuration
- Manage which Outlook items sync with Salesforce
- Change your login information
- Hide alerts
- View errors
- Change your sync folders
- Access the Salesforce for Outlook online help
Access the System Tray Application
- If you don't see the icon, restart the application by double-clicking the Salesforce for Outlook shortcut on your desktop or the application in your computer's Programs directory (Start | All Programs | salesforce.com | Salesforce for Outlook).
- If the icon is disabled (
), you need to start Outlook. - If you don’t see the icon, click the arrow next to the system tray and drag the Salesforce for Outlook icon to the system tray.
- View the Salesforce for Outlook (Retiring) Sync Log
The sync log records troubleshooting information for Salesforce for Outlook, including the number of records that had errors and the number of records that were created, updated, or deleted during sync. - Change Your Salesforce for Outlook (Retiring) Login Information
If your Salesforce username or password changes, you need to update your login information in Salesforce for Outlook. - Change Your Salesforce for Outlook (Retiring) Sync Folders
If you want to sync contacts, events, and tasks between Microsoft® Outlook® and Salesforce, you can set up Salesforce for Outlook to sync items in the Outlook folders of your choice. - Hide Salesforce for Outlook (Retiring) Alerts
If you don’t want to see system tray alerts for sync and other errors, you can hide them. - View Salesforce for Outlook (Retiring) Errors
Whenever Salesforce for Outlook has problems syncing your data, the system tray icon changes to an error icon, and the status text at the top of the system tray shortcut menu displays the number of errors. - Remove Customer Data from Your Salesforce for Outlook (Retiring) Logs
If you’re required to delete customer data from Salesforce, in addition to removing records, you’re required to delete the Salesforce for Outlook logs saved to your computer.
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