Find answers to frequently asked questions about Salesforce for Outlook.
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 Full product retirement for Salesforce for
Outlook is scheduled on January 30, 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.
- What's the difference between private items in both Salesforce for Outlook (Retiring) and Microsoft® Outlook®?
Private items in Microsoft Outlook and Salesforce differ in unexpected ways. Before choosing to sync private events, consider how they’re displayed to colleagues in each system. - Does Salesforce for Outlook (Retiring) support terminal servers?
No. Salesforce for Outlook does not support terminal servers, such as Citrix. - Why is my Salesforce for Outlook (Retiring) installation failing on the prerequisites screen?
It’s possible that your system doesn’t meet all system requirements for Salesforce for Outlook. Verify your system meets these requirements, then try installing Salesforce for Outlook again. - Can I map custom fields I’m syncing with Salesforce for Outlook (Retiring)?
Yes. You can map a Salesforce field to a custom Outlook field, or an Outlook field to a custom Salesforce field using Salesforce for Outlook. - Can I mass configure Salesforce for Outlook (Retiring)?
Yes, you can create a configuration in Salesforce and assign it to profiles or even specific users. When those users set up Salesforce for Outlook, the configuration's settings are automatically deployed to Outlook.> - Can I use filter logic in Salesforce for Outlook (Retiring) datasets?
Admins can use filter logic to limit which records your users sync using Salesforce for Outlook, but users can’t. - Can I sync person accounts by using Salesforce for Outlook (Retiring)?
No. You can’t upload person accounts by using Salesforce for Outlook. - Can I add cases using Salesforce for Outlook (Retiring)?
Yes, Salesforce for Outlook supports adding emails to Salesforce as cases. - Can I associate Outlook records to custom objects using Salesforce for Outlook (Retiring)?
You can assign synced events and tasks to several different objects, including custom objects, but you can assign synced contacts only to accounts. - Why does Salesforce for Outlook (Retiring) create duplicate records in Microsoft® Outlook®?
If you either mark items as Private or assign them to the Outlook category Don’t Sync with Salesforce, and you sync contacts, events, and tasks from Salesforce to Outlook, Salesforce for Outlook can create duplicate records in Outlook. - Why does Salesforce for Outlook (Retiring) create duplicate contacts in Salesforce and Microsoft® Outlook®?
If you sync your team's records and they include different information for some of the same contacts you own, Salesforce for Outlook can create duplicate contacts in both Salesforce and Outlook. - Why does Salesforce for Outlook (Retiring) delete my Outlook records after I sync?
Salesforce for Outlook automatically syncs records you own, as well as records to which you have read/write access. - Why isn't Salesforce for Outlook (Retiring) adding emails to the right contact or lead in Salesforce?
There are different reasons why Salesforce for Outlook isn’t adding emails to the right contact or lead in Salesforce. - Why can't I add emails to Salesforce for Outlook (Retiring)?
Your email address isn't authorized in Salesforce for Outlook. - When I add emails to Salesforce for Outlook (Retiring), how can I include email attachments?
Yes. If you meet the requirements, you can include email attachments when you add emails to Salesforce. - How do I enable contacts for sync in Salesforce for Outlook (Retiring)?
Your administrator needs to perform two tasks before you can sync contacts between Microsoft® Outlook® and Salesforce. - How does Salesforce for Outlook (Retiring) protect emails?
Salesforce supports both delegated authentication and Security Assertion Markup Language (SAML) requirements for Salesforce for Outlook. - Does Salesforce support single sign-on (SSO) for Salesforce for Outlook (Retiring)?
Yes. Salesforce supports both delegated authentication and Security Assertion Markup Language (SAML) requirements for Salesforce for Outlook. When using delegated authentication, users need to log into Salesforce the first time they use Salesforce for Outlook. - How secure is Salesforce for Outlook (Retiring)?
Salesforce for Outlook, a .NET application you install on your machine, securely connects to Salesforce.