---
schema_version: "1"
id: 92fd71b74225a1ab4eb89201212faa6b14828117e7139e9fc0cc16ec7c995df8
title: Define Data Settings for 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_config_data_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_data_settings.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d1249eb9d69aea024408a558806f0325fca5d629b510b168d2c85a15894c3536
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### 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:left;vertical-align:top;" id="d118438e92">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d118438e92 ">To view configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d118438e92 ">View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d118438e92 ">To create, edit, or delete configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d118438e92 ">Manage Email Client Configurations</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).

- [Email-related options for the Salesforce Side Panel, as well as add email and create cases](https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_config_email.htm&language=en_US)
- [Sync direction](https://help.salesforce.com/apex/HTViewHelpDoc?id=outlookcrm_config_sync_direction.htm&language=en_US)
- [Conflict behavior](https://help.salesforce.com/apex/HTViewHelpDoc?id=outlookcrm_config_conflict.htm&language=en_US)
- [Field mappings](https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_config_map_fields.htm&language=en_US)
- [Matching criteria](https://help.salesforce.com/apex/HTViewHelpDoc?id=outlookcrm_config_matching_criteria.htm&language=en_US)
- [Modification permissions](https://help.salesforce.com/HTViewHelpDoc?id=outlookcrm_config_editable.htm&language=en_US)