---
schema_version: "1"
id: 67ae262f84190f4a938f6b719fbff65ba9c5cfbfa6709aa3e452bc89c1dd40c7
title: Assign Users’ Sync Folders in 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_sync_folder.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_sync_folder.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6a1436ec1f29855520b97c1bbbd700b8fbd73914b3c38c4ec1ae42702e008158
description: You can assign your Salesforce for Outlook users’ contact, event, and task sync folders in Outlook to simplify their setup process and keep sync folders consistent across your company. You can specify Outlook sync folders from Salesforce Outlook configurations.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Assign Users’ Sync Folders in Microsoft® Outlook®

You can assign your Salesforce for Outlook users’ contact, event, and task sync folders in Outlook to simplify their setup process and keep sync folders consistent across your company. You can specify Outlook sync folders from Salesforce Outlook configurations.

### 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:center;vertical-align:top;" id="d135670e92">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d135670e92 ">To create and edit Outlook configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d135670e92 ">Configure Application</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).

By default, users can change the Outlook folders where their Salesforce contacts, events, and tasks sync from the Settings menu in their Salesforce for Outlook system tray. You can prevent users from changing their Outlook sync folders when you clear this default setting for contacts, events, and tasks, and assign specific Outlook sync folders from users’ Outlook configurations.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note Assigning Outlook sync folders might create Outlook directory folders for all of the users in your Outlook configuration. Salesforce for Outlook can’t remove Outlook sync folders from your users’ Outlook directories after they’ve been created. If you reassign a different folder later, the original folder remains in users’ local Outlook directories until users delete the folder.

1. From Setup, enter Outlook Configurations in the Quick Find box, then select **Outlook Configurations**.
2. Open an Outlook configuration.
3. To assign a folder where users sync contacts, in Data Settings, deselect **Outlook folder for syncing contacts** on the Allow users to modify: setting.
4. In the text box that appears, type the name of the Outlook folder where you want your users’ contacts to sync with Salesforce. Type the name of a common folder that exists in the Outlook directory for each of your users, at the same directory level as the Outlook default contacts folder. Folder names are case sensitive. If you type the name of a folder that doesn’t exist at that level for each user, Salesforce creates the folder in Outlook for those users. To have Salesforce for Outlook sync with a nested Outlook folder, type a filepath, including backslashes (\\).
    
    For example, to assign the Outlook folder “sfdc\_sync\_contacts” as a nested directory under your users’ default Outlook contacts folder, type Contacts\\sfdc\_sync\_contacts in the Outlook folder for syncing contacts text box, where Contacts is your users’ default contacts folder, and sfdc\_sync\_contacts is the folder where you want your users’ Salesforce contacts to sync.
    
    ![Outlook configurations with feature that allows users to add specific attachments enabled](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_sync_folder_config.png)
    
    If the folder exists in your users’ Outlook directories, Salesforce for Outlook syncs your contacts with it. If the folder doesn’t exist, Salesforce for Outlook creates a folder at “Contacts\\sfdc\_sync\_contacts.”
    
    ![Default Outlook Contacts directory with nested sfdc sync contacts folder](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_outlook_assigned_sync_folder.png)
5. Click **Save**.
6. Instruct your users to save their Salesforce for Outlook settings again to confirm the changes that you’ve made to their systems. To do so, instruct your users to:
    
    1. In the settings wizard, right-click the Salesforce for Outlook icon (![Salesforce CRM for Outlook system tray icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/outlookcrm_sync_on.gif)) in their system tray, and then click **Settings**.
    2. Click **Next** from Review Your Sync Direction.
    3. Click **Next** from Control Which Outlook Items Sync.
    4. Click **Save** from Syncing Private Items.
    
    Salesforce for Outlook locates Outlook folders that exist in your users’ Outlook directories or creates them for your users.
7. Instruct your users to move the Outlook contacts that they want to sync to the folder that you specified.

To change the Outlook folder locations where users sync events and tasks with Salesforce, repeat steps 3 through 7 in the events and tasks sections.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

Note Contact sync doesn’t support Outlook categories, so contacts labeled with a Salesforce\_Sync category that don’t exist in a contacts subfolder of the same name don’t sync with Salesforce. To avoid this issue, disable contact categories and select the Salesforce\_Sync folder for new contacts in Outlook. See [EAC - New Contacts Created In Outlook with ‘Salesforce\_Sync’ Category Do Not Sync to Salesforce](https://issues.salesforce.com/issue/a028c00000j5kg9AAA/eac--new-contacts-created-in-outlook-with-salesforce_sync-category-do-not-sync-to-salesforce).