---
schema_version: "1"
id: 48530c329bbc10fd1925140e457bdfee9968cce1868f7fc335b201d2b3b7ce34
title: Automatic Account Assignments for Synced Contacts in Salesforce for Outlook (Retiring)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_assign_account.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_assign_account.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9912dad5bda3d60e09edb01ac943f60869a2a277c7246c8dadf31a5bad28533a
description: After syncing contacts from Outlook, Salesforce for Outlook tries to automatically assign them to accounts.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Automatic Account Assignments for Synced Contacts in Salesforce for Outlook (Retiring)

After syncing contacts from Outlook, Salesforce for Outlook tries to automatically assign them to accounts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience, if <a href="https://help.salesforce.com/articleView?id=000351596&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Salesforce Classic is available in your org</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the purchase of Sales Cloud or Government Cloud in: <strong>Personal</strong>, <strong>Contact Manager</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d27291e91">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27291e91 ">To assign accounts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27291e91 ">Read on accounts and Edit on contacts</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27291e91 ">To create new accounts:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27291e91 ">
            <p>Create on accounts and Edit on contacts</p>
            <p>AND</p>
            <p style="margin-bottom:0;">Show Quick Create</p>
          </td>

        </tr>
      </tbody>
    </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See [Salesforce for Outlook Retirement](https://help.salesforce.com/s/articleView?id=000393445&type=1&mode=1&language=en_US). 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](https://help.salesforce.com/articleView?id=outlookcrm_sfo_move_parent.htm&language=en_US).

After syncing contacts from Outlook, Salesforce for Outlook tries to automatically assign them to accounts, as shown in this diagram.

![Account assignment flowchart](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/outlookcrm_assoc_flowchart.gif)

This table describes the account assignment process.

 
| If | Then |
| --- | --- |
| A contact's company matches a single Salesforce account | The contact is assigned to that account. |
| A contact's company matches many Salesforce accounts or none | The contact is sent to My Unresolved Items in Salesforce, which you can access from the Contact home page or the Salesforce for Outlook system tray application. You can use this list to manually assign contacts to existing accounts, create new accounts, or confirm that contacts are private. |
| A contact doesn't have a company name | The contact is treated as a private contact and is not sent to My Unresolved Items. |
| A contact's company changes in Outlook | If a matching account is found in Salesforce, the contact is assigned to that account. Otherwise, the contact is sent to My Unresolved Items to be resolved. |
| An unresolved contact is deleted in Outlook | The contact is removed from My Unresolved Items the next time you open the list. |
| An unresolved contact is changed in Outlook | The contact record is updated in My Unresolved Items. If the contact's company changes, Salesforce checks to see if that information matches any existing accounts and assigns it to an account if it finds a match. |

#### See Also

- [How Your Contacts Sync with Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sync_contacts_o.htm&release=264.0.0&type=5 "You can keep your important Outlook and Salesforce contacts in sync using Salesforce for Outlook. When contacts initially sync, Salesforce for Outlook checks to see whether a contact with the same email address exists in both Outlook and Salesforce. If a matching email address exists, the two contacts are synced. If it doesn't exist, Salesforce for Outlook checks to see whether a contact with the same first name, last name, and company name exists. If it doesn't exist, a new contact is created and the two are synced.")
- [Resolve Your Synced Contacts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_unresolved_contacts.htm&release=264.0.0&type=5 "When contacts sync from your email app with Einstein Activity Capture, Lightning Sync, or Salesforce for Outlook, some contacts are automatically assigned to accounts based on their company. The rest are added to My Unresolved Items, where you can either assign contacts to Salesforce accounts or confirm that you want to leave them unassigned.")
- [Manage Your Salesforce for Outlook (Retiring) Configuration](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_configs.htm&release=264.0.0&type=5 "Depending on whether your administrator lets you change your settings, customize Salesforce for Outlook to fit your specific needs.")