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Delete Items Syncing with Salesforce for Outlook (Retiring)
Remove an item syncing with Salesforce for Outlook from both Salesforce and Outlook by deleting the item in one system only. Take care to give special treatment to recurring tasks and recently-updated items you want to delete.
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 delete items syncing between Salesforce and Outlook | Delete on all objects that users want to delete |
First, check the sync direction for the contact, event, or task you want to delete. Next, delete the item from the system in which the item is set to flow from. If your items are set to sync in both directions, you can delete items from either system.
As a result, Salesforce for Outlook automatically removes the corresponding item in the other system.
- From your personal settings, enter Salesforce for Outlook in the Quick Find box, then click View My Configuration.
- Review the sync direction setting for the contact, event, or (non-recurring) task that you want to delete.
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Delete the item in the system from which sync is flowing.
For example, if you want to delete a contact, and your contacts are set to sync from Outlook to Salesforce, delete the contact in Outlook.The item you deleted is removed from both systems during the next sync cycle.
If the item was not removed from both systems, you—or another sales rep—may have updated that record within the same sync cycle and Salesforce for Outlook gave preference to the update over the delete. This behavior happens as a result of Conflict Behavior set in someone’s Salesforce for Outlook configuration, which would have let the update in one system “win” over the delete in the other. In this case, delete the record again to remove it from both systems. Or maybe check with your coworker first, who obviously cares about that item!
