---
schema_version: "1"
id: 17f69ec8d9aab6ca49a1b083373e4f85c6ec44e3fee9460ad377d535dbbe170e
title: Define Sync Directions for Your Salesforce for Outlook (Retiring) Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_config_sync_direction.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_sync_direction.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a97446922c27e1df8e2a7487f811b41027b0010e57f92148c8d5c7ab69418eec
description: Set sync directions for sales reps who sync contacts, events, and tasks between Microsoft® Outlook® and Salesforce.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### 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="d38986e92">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38986e92 ">To view configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38986e92 ">View Setup and Configuration</td>

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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38986e92 ">To create, edit, or delete configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38986e92 ">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).

1. From Setup, enter Outlook Configurations in the Quick Find box, then select **Outlook Configurations**.
2. Create or edit a configuration, and select one of these sync directions under Data Settings for each object being synced.
    - Don't sync—Outlook and Salesforce records aren't synced, and you can't select an Outlook folder to sync within the setup wizard.
    - Salesforce to Outlook—When data first syncs, a record in Salesforce creates or updates a record in Outlook. During future syncs, changes made to Salesforce records appear in Outlook, regardless of whether the Outlook version of the record has changed. In addition, deleting a synced record in Salesforce deletes its Outlook counterpart. Outlook changes are never sent to Salesforce. The required conflict behavior setting for this option is Salesforce always wins.
    - Outlook to Salesforce—During its first sync, a record in Outlook creates or updates a record in Salesforce. During future syncs, changes made to Outlook records appear in Salesforce, regardless of whether the Salesforce version has changed. In addition, deleting a synced record in Outlook deletes its Salesforce counterpart. Salesforce changes are never sent to Outlook. The required conflict behavior setting for this option is Outlook always wins. This option isn't available for contacts.
    - Sync both ways—When records sync, changes to Outlook and Salesforce sync between the two systems. If records conflict, the conflict behavior setting determines which record wins.
3. Click **Save**. All changes take effect the next time data syncs for the users in this configuration.
4. Define a dataset for each object that has a sync direction.

#### See Also

- [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.")
- [Set Up Email Options for Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_email.htm&release=264.0.0&type=5 "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.")
- [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.")
- [Define Datasets for Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_def_data_sets.htm&release=264.0.0&type=5 "Datasets consist of filters that limit what records sync. Each configuration must have a dataset in order for users to sync with Outlook.")