---
schema_version: "1"
id: 73d99a65e9254b8ea11f521364b76fc1f450fe67f840b5f4c986a3143fae295b
title: Customize the Fields That Sync Between Salesforce for Outlook (Retiring) and Microsoft® Outlook®
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_config_map_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_map_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 27eca9877c679c370d72025b30b34735fa6cab1a7e0c4aec75bbc097ccd8485d
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d50766e92">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50766e92 ">To view configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50766e92 ">View Setup and Configuration</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50766e92 ">To create, edit, or delete configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50766e92 ">Manage Email Client Configurations</td>

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![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).

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.

1. From Setup, enter Outlook Configurations in the Quick Find box, then select **Outlook Configurations**.
2. Select an Outlook Configuration you want to edit, or create one.
3. Under Data Settings, click **Edit Field Mappings** under Contacts, Events, or Tasks to display all the fields for records on that object.
4. Review what Salesforce fields are mapping to each Outlook field.
5. 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_warning.png)
    
    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.
6. Click **Save**. Field mappings begin syncing on items the next time those items are updated in either Salesforce or Outlook.

#### See Also

- [Create Salesforce for Outlook (Retiring) Configurations](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_create.htm&release=264.0.0&type=5 "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.")
- [Salesforce for Outlook (Retiring) Configurations and Email Application Publisher Layouts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_about.htm&release=264.0.0&type=5 "To set up your Salesforce for Outlook users with the settings they need, create Outlook configurations and email application publisher layouts.")
- [Define Matching Criteria for Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_matching_criteria.htm&release=264.0.0&type=5 "Define how Salesforce for Outlook handles multiple matching Salesforce contacts when a contact first syncs from Outlook.")
- [Define Conflict Behavior for Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_conflict.htm&release=264.0.0&type=5 "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.")