Depending on whether your administrator lets you change your settings, customize Salesforce for Outlook to fit your specific needs.
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 |
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.
- Depending on your permissions, you can:
- 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.
- Edit Your Salesforce for Outlook (Retiring) Email Settings
See whether your administrator lets you add emails to Salesforce from Microsoft® Outlook®, and change your email settings based on your needs. - Edit Your Salesforce for Outlook (Retiring) Sync Settings
Depending on whether your administrator gave you permissions, customize which items sync between Microsoft Outlook and Salesforce, and the directions they sync. - 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. - Edit Conflict Settings for Salesforce for Outlook (Retiring)
Specify what happens when Salesforce for Outlook encounters a conflict as it syncs records between Microsoft® Outlook® and Salesforce. - View Your Salesforce for Outlook (Retiring) Matching Criteria
See the matching criteria your administrator assigned to you. - Specify Which Salesforce Fields Sync to Microsoft® Outlook®
Depending on your Salesforce for Outlook permissions, map fields from the Salesforce records you sync to Outlook.