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.

Important
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.

Your administrator needs to perform the following two tasks before you can sync contacts between Microsoft® Outlook® and Salesforce.

  • Your administrator creates a configuration that allows users to sync contacts.
  • Your administrator defines a dataset for that configuration.

After your administrator performs those tasks, you have permissions to enable contacts for sync by completing the following procedure.

  1. From your personal settings, enter Salesforce for Outlook in the Quick Find box, then select Salesforce for Outlook.
  2. Click View My Configuration.
  3. Under the Sync Settings section, verify you have Contacts selected. If you're unable to select it, contact your administrator, who can enable contact syncing for you.