---
schema_version: "1"
id: f5629f932fb195945228c2c215e37f4177293f7832ee68552b8b26afc30d2674
title: Customize Your Salesforce for Outlook (Retiring) Sync Direction
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_personal_config_direction.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_direction.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0a4a9702efb4afd38975b064f267beb4b218fd27ea2a4cfb368ddf4e3874f158
description: Depending on whether your administrator gave you permission, customize sync directions between Microsoft® Outlook® and Salesforce based on your preferences.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Customize Your Salesforce for Outlook (Retiring) Sync Direction

Depending on whether your administrator gave you permission, customize sync directions between Microsoft® Outlook® and Salesforce based on your preferences.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d15724e93">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15724e93 ">To access your Salesforce for Outlook configuration</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15724e93 ">Assigned to an active configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d15724e93 ">To change sync direction</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d15724e93 ">Sync direction</td>

          </tr>
        </tbody>
      </table>

![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 your personal settings in Salesforce, search for Salesforce for Outlook. Then click **View My Configuration**.
2. Select one of these options under Sync Direction for a particular object.
    - 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.
    - 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.
    - 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. 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.

![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).

#### See Also

- [Manage Your Salesforce for Outlook (Retiring) Configuration](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_configs.htm&release=264.0.0&type=5 "Depending on whether your administrator lets you change your settings, customize Salesforce for Outlook to fit your specific needs.")