Before reps can start using Salesforce for Outlook, you define their experience by creating Outlook configurations. Outlook configurations define Salesforce for Outlook settings for reps, like which features reps have access to, and how reps’ records sync between Outlook and Salesforce. If you want to define unique settings for a subset of your sales team, create multiple Outlook configurations, and assign reps accordingly.
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 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.
When first time Salesforce for Outlook users log into Salesforce from the Salesforce for Outlook setup wizard, these settings take effect immediately. Any changes you make to active Outlook configurations take effect the next time sales reps open Outlook.
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
- Click New Outlook Configuration.
- Enter a name and description of the configuration.
- Select Active to activate the configuration.
- Select Notify of product updates so that sales reps can see when upgrades for Salesforce for Outlook are available to download.
- Depending on the experience you want your reps to have, define some or all these settings.
- Click Save.
- Define data sets.
- Assign Users to Salesforce for Outlook (Retiring) Configurations
After you define basic information for a Salesforce for Outlook configuration, you select the Salesforce for Outlook users that the configuration’s settings will apply to. - Define Data Settings for Salesforce for Outlook (Retiring)
Data settings control the sync behavior and email functionality of Salesforce for Outlook. You can define these settings using the Data Settings fields in a Salesforce for Outlook configuration. - Set Up Email Options for Salesforce for Outlook (Retiring)
Help your sales teams track important Microsoft® Outlook® emails related to Salesforce contacts and leads. And get those contacts and leads to appear directly in Outlook. - Learn How Enabling Recurring Events Affects Salesforce for Outlook (Retiring) Users
Your Salesforce and API users can expect the following changes after you enable the Salesforce for Outlook Recurring Events feature. - Set Up Create Case for Salesforce for Outlook (Retiring) Users
The Create Case feature in Salesforce for Outlook lets users create cases in Salesforce from emails in Microsoft® Outlook®. As an administrator, you can create Email-to-Case destinations that appear in the dropdown list button Create Cases in Outlook. For each destination, you choose the assignee, which can be either individual users or queues. You can add up to 10 destinations for each Outlook configuration. When users create cases, they can add up to 10 emails simultaneously for each destination. - Define Sync Directions for Your Salesforce for Outlook (Retiring) Users
Set sync directions for sales reps who sync contacts, events, and tasks between Microsoft® Outlook® and Salesforce. - 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. - Customize the Fields That Sync Between Salesforce for Outlook (Retiring) and Microsoft® Outlook®
Customize fields in the records that your sales reps sync using Salesforce for Outlook. Also add custom Outlook or Salesforce fields you want your reps to sync. - Define Matching Criteria for Salesforce for Outlook (Retiring)
Define how Salesforce for Outlook handles multiple matching Salesforce contacts when a contact first syncs from Outlook. - Let Users Modify Salesforce for Outlook (Retiring) Settings
Let users modify their own Salesforce for Outlook settings by editing users’ Outlook configurations in Setup. After you do, users can modify their settings from their Personal Settings in Salesforce. - Assign Users’ Sync Folders in Microsoft® Outlook®
You can assign your Salesforce for Outlook users’ contact, event, and task sync folders in Outlook to simplify their setup process and keep sync folders consistent across your company. You can specify Outlook sync folders from Salesforce Outlook configurations. - Define Advanced Settings for Salesforce for Outlook (Retiring)
Use advanced settings in a Salesforce for Outlook configuration to customize the default behavior of Salesforce for Outlook, such as setting the maximum size of the sync log. - Salesforce for Outlook (Retiring) Default Configurations
Learn about sync settings that come with Salesforce for Outlook if you don’t add them to custom Outlook configurations.