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Choose Which Microsoft® Outlook® Items Sync with Salesforce for Outlook (Retiring)

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Choose Which Microsoft® Outlook® Items Sync with Salesforce for Outlook (Retiring)

If you’re set up to sync your Outlook contacts, events, and tasks to Salesforce using the Sync Only the Outlook Items I Select option in Salesforce for Outlook, you’ll need to select which Outlook items you want to sync.

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
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. In Outlook, select the contacts, events, and tasks you want to sync.
  2. On the Outlook ribbon, click Categorize.
  3. Select the category Sync with Salesforce.
    The items you categorized will start syncing during the next sync cycle.
 
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