Define Conflict Behavior for Salesforce for Outlook (Retiring)

Conflict behavior settings determine what happens when Salesforce for Outlook encounters a conflict when syncing data both ways. A conflict occurs when the same record is updated in both Salesforce and Outlook or when a record is updated on one side and deleted on the other.

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 view configurations: View Setup and Configuration
To create, edit, or delete configurations: Manage Email Client Configurations
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.
  1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
  2. Edit a configuration, and select one of the following conflict behaviors under Data Settings for Contacts, Events, and Tasks.
    • Salesforce always wins

    • Outlook always wins

  3. Click Save. All changes take effect the next time data syncs for the users in this configuration.