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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.

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
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.
The setting for Is
Salesforce Side Panel Enabled
Add Email Enabled
Contacts
  • Sync Direction—Sync both ways
  • Conflict Behavior—Outlook always wins
  • Filters 
    Contacts: User's Records
 Contacts on Accounts: User's Records
 Contacts in Chatter: Records User is Following
  • Field Mapping—Default settings
  • Matching Criteria—Most recent activity
Events
  • Sync Direction—Sync both ways
  • Conflict Behavior—Outlook always wins
  • Filters 
    User's Records
 Date greater or equal to LAST 30 DAYS
  • Field Mapping—Default settings
Tasks
  • Sync Direction—Sync both ways
  • Conflict Behavior—Salesforce always wins
  • Filters 
    User's Records
 Due date greater or equal to LAST 30 DAYS
  • Field Mapping—Default settings