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View Your Salesforce for Outlook (Retiring) Matching Criteria
See the matching criteria your administrator assigned to you.
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 access your Salesforce for Outlook configuration | Assigned to an active configuration |
| To view your configuration | Assigned to a configuration |
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.
If you have multiple Salesforce contacts that match a contact in Outlook, Salesforce for Outlook needs a way to determine which contact to sync. Your administrator sets criteria for the way Salesforce for Outlook chooses the correct contact.
Review the matching preference assigned to you. Available options include:
- Most recent activity—Choose the Salesforce contact that shows the most recent activity (such as a phone call or email), as shown in the contact’s Activity History related list. This option is the default matching criteria.
- Last updated—Choose the Salesforce contact that was most recently modified.
- Oldest—Choose the Salesforce contact that has the earliest creation date.
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