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            Define Sync Directions for Your Salesforce for Outlook (Retiring) Users

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            Define Sync Directions for Your Salesforce for Outlook (Retiring) Users

            Set sync directions for sales reps who sync contacts, events, and tasks between Microsoft® Outlook® and Salesforce.

            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.
            1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
            2. Create or edit a configuration, and select one of these sync directions under Data Settings for each object being synced.

              • Don't sync—Outlook and Salesforce records aren't synced, and you can't select an Outlook folder to sync within the setup wizard.

              • Salesforce to Outlook—When data first syncs, a record in Salesforce creates or updates a record in Outlook. During future syncs, changes made to Salesforce records appear in Outlook, regardless of whether the Outlook version of the record has changed. In addition, deleting a synced record in Salesforce deletes its Outlook counterpart. Outlook changes are never sent to Salesforce. The required conflict behavior setting for this option is Salesforce always wins.

              • Outlook to Salesforce—During its first sync, a record in Outlook creates or updates a record in Salesforce. During future syncs, changes made to Outlook records appear in Salesforce, regardless of whether the Salesforce version has changed. In addition, deleting a synced record in Outlook deletes its Salesforce counterpart. Salesforce changes are never sent to Outlook. The required conflict behavior setting for this option is Outlook always wins. This option isn't available for contacts.

              • Sync both ways—When records sync, changes to Outlook and Salesforce sync between the two systems. If records conflict, the conflict behavior setting determines which record wins.

            3. Click Save. All changes take effect the next time data syncs for the users in this configuration.
            4. Define a dataset for each object that has a sync direction.

            See Also

             
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