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.
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.
Field mappings define which Salesforce and Outlook fields correspond when items sync between the two systems. Salesforce comes with a set of default mappings. Decide whether to let your sales reps edit their own field mappings in their personal settings.
Map these custom field types.
- Outlook text fields
- Salesforce text fields
- Some Salesforce picklist fields
Edit default field mappings or set up custom field mappings for your reps.
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
- Select an Outlook Configuration you want to edit, or create one.
- Under Data Settings, click Edit Field Mappings under Contacts, Events, or Tasks to display all the fields for records on that object.
- Review what Salesforce fields are mapping to each Outlook field.
-
Edit the Salesforce or Outlook field mappings you want to
change, or create mappings for custom fields. Salesforce for Outlook lets you
edit any field mapping with a picklist. You can add more mappings at the bottom
of the list. You can remove mappings by clicking the X next to the mapping.
Warning If you map a custom field that is universally required, make sure that it has a default value to avoid errors. Also, mapping custom fields that require validation by Salesforce can cause sync errors. For example, you map a custom Salesforce field that requires a unique value. If you enter a non-unique value in the Outlook field, you receive a sync error. - Click Save. Field mappings begin syncing on items the next time those items are updated in either Salesforce or Outlook.