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Unable to sync Outlook records with Salesforce after sync configuration set to automatic

Julkaisupäivä: May 29, 2026
Kuvaus

Issue

After changing the Salesforce for Outlook (SFO) sync configuration from Manual to Automatic, Outlook records may still not sync with Salesforce.

Possible Cause

This issue occurs when Salesforce for Outlook is installed and Manual is selected as the sync configuration during the initial SFO setup wizard. With Manual sync, each Outlook record must be individually categorized as "Sync to Salesforce." When the setting is later changed to Automatic, records previously marked as "Don't Sync with Salesforce" remain in that category and are not automatically re-categorized.

How to Verify Your Current Sync Configuration

To check which sync mode is active:
  1. Right-click the Salesforce for Outlook icon in the system tray.
  2. Click Settings.
  3. Navigate to Choose Which Outlook Items to Sync to Salesforce.
  4. Note your current selection:
    1. Sync All Outlook Items — syncs all records (contacts or events) based on your configuration.
    2. Sync Only the Outlook Items I Select — allows you to manually categorize items as "Sync to Salesforce" or "Don't Sync to Salesforce."
Ratkaisu
Because Manual sync requires records to be individually categorized as "Sync with Salesforce," switching to Automatic (Sync All Outlook Items) does not automatically re-categorize records already marked as "Don't sync with Salesforce." Use the steps below to remove the "Don't sync with Salesforce" category from affected records so they sync correctly.

Steps to Fix Outlook Records Not Syncing

  1. Open Outlook.
  2. Navigate to your contacts:
    1. In Outlook 2007: Click the Contacts folder, then click View | Current View | By Category.
    2. In Outlook 2010, 2013, 2016, or O365: Click the View tab, then click Change View and select List.
  3. Locate the Category column in the list view.
  4. Select all records categorized as "Don't sync with Salesforce":
    1. Hold Shift and click the first and last contact to select a range, OR
    2. Hold Alt and click each contact individually.
  5. Right-click one of the selected contacts.
  6. Click Categorize in the pop-up menu.
  7. Select the "Don't Sync with Salesforce" category to uncheck it.
After completing these steps, the previously excluded records sync with Salesforce on the next sync cycle.
For more details on Manual vs. Automatic sync methods, see Salesforce for Outlook Sync Methods.
Knowledge-artikkelin numero

000387136

 
Ladataan
Salesforce Help | Article