---
schema_version: "1"
id: f2bc0fc7e1cdb5332f59c60aa3123a3a285ba42799c5ffde4607a5ecc40666ca
title: Manage Your Salesforce for Outlook (Retiring) Configuration
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_personal_configs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_configs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ae7041d50df8b9405fbec898639cbe1a16e9811408783cc92c4208289efb4d69
description: Depending on whether your administrator lets you change your settings, customize Salesforce for Outlook to fit your specific needs.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Manage Your Salesforce for Outlook (Retiring) Configuration

Depending on whether your administrator lets you change your settings, customize Salesforce for Outlook to fit your specific needs.

### 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="d65324e93">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d65324e93 ">
              <span>To access your Salesforce for Outlook
                configuration</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d65324e93 ">
              <span>Assigned to an active configuration</span>
            </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. Depending on your permissions, you can:
    - [Edit your email settings](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_email.htm&release=264.0.0&type=5 "See whether your administrator lets you add emails to Salesforce from Microsoft® Outlook®, and change your email settings based on your needs.")
    - [Edit your sync settings](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_sync.htm&release=264.0.0&type=5 "Depending on whether your administrator gave you permissions, customize which items sync between Microsoft Outlook and Salesforce, and the directions they sync.")
    - [Edit your sync direction](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_direction.htm&release=264.0.0&type=5 "Depending on whether your administrator gave you permission, customize sync directions between Microsoft® Outlook® and Salesforce based on your preferences.")
    - [Edit your conflict settings](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_conflict.htm&release=264.0.0&type=5 "Specify what happens when Salesforce for Outlook encounters a conflict as it syncs records between Microsoft® Outlook® and Salesforce.")
    - [View your matching criteria](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_matching.htm&release=264.0.0&type=5 "See the matching criteria your administrator assigned to you.")
    - [Edit your field mappings](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_mapping.htm&release=264.0.0&type=5 "Depending on your Salesforce for Outlook permissions, map fields from the Salesforce records you sync to Outlook.")
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.

- **[Edit Your Salesforce for Outlook (Retiring) Email Settings](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_email.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_sync.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_direction.htm&release=264.0.0&type=5)**  
    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)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_conflict.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_matching.htm&release=264.0.0&type=5)**  
    See the matching criteria your administrator assigned to you.
- **[Specify Which Salesforce Fields Sync to Microsoft® Outlook®](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_personal_config_mapping.htm&release=264.0.0&type=5)**  
    Depending on your Salesforce for Outlook permissions, map fields from the Salesforce records you sync to Outlook.