如果您的公司使用 Salesforce for Outlook，请在同步联系人、事件、任务和电子邮件时考虑这些准则。
所需的 Edition
适用于：Lightning Experience
适用于：Professional、Enterprise 和 Unlimited Edition
用户可以双向创建并同步联系人、事件和任务。
在 Salesforce 中创建的个人记录与 Outlook 双向同步。
备注 目前，不支持在 Outlook 中创建个人记录。
使用 Salesforce for Outlook 侧面板，用户可以向个人添加电子邮件、事件和任务。当向个人发送电子邮件时，用户可以将电子邮件添加到个人记录中。在发送或接收关于个人的电子邮件时，用户可以将电子邮件与一个或多个涉及的个人相关联。将个人与 Outlook 日历事件和 Outlook 任务关联的工作原理相似。
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