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            Define Data Settings for Salesforce for Outlook (Retiring)

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            Define Data Settings for Salesforce for Outlook (Retiring)

            Data settings control the sync behavior and email functionality of Salesforce for Outlook. You can define these settings using the Data Settings fields in a Salesforce for Outlook configuration.

            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.
             
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