Specify what happens when Salesforce for Outlook encounters a conflict as it syncs records between Microsoft® Outlook® and Salesforce.
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 access your Salesforce for Outlook configuration | Assigned to an active configuration |
| To change conflict behavior | Conflict behavior |
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.
- From your personal settings in Salesforce, search for Salesforce for Outlook. Then click View My Configuration.
-
Under Conflict Behavior for each object you're syncing, select one of these
options.
- Salesforce always wins
- Outlook always wins
- Save your changes. All changes take effect the next time your data syncs. Return to your original settings anytime by clicking Revert to default at the top of your modified configuration. Your administrator can change your settings as needed.