Manage your contacts, events, and tasks using Outlook categories to get your Outlook items to sync with Salesforce the way you want—by either selecting the items you want to sync, or syncing all your items, and selecting the items you want to prevent from syncing.
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 |
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.
View your sync settings from the Windows® system tray, and then manage how you sync your Outlook items with Salesforce.
-
Right-click the Salesforce for Outlook icon (
) in
the system tray.
- Click Settings, and then click Next.
-
See whether you’re set up to sync items with the Sync Only the Outlook Items I
Select option or the Sync All Outlook Items option.
- If you’re set up to sync with the Sync Only the Outlook Items I Select option, Salesforce for Outlook syncs only the Outlook items you choose. You’ll assign the category Sync with Salesforce to the items you want to sync.
- If you’re set up to sync with the Sync All Outlook Items option, Salesforce for Outlook syncs all your Outlook items. Assign the category Don’t Sync with Salesforce to the items you want to prevent from syncing.
- Click Cancel.
- Choose Which Microsoft® Outlook® Items Sync with Salesforce for Outlook (Retiring)
If you’re set up to sync your Outlook contacts, events, and tasks to Salesforce using the Sync Only the Outlook Items I Select option in Salesforce for Outlook, you’ll need to select which Outlook items you want to sync. - Prevent Which Microsoft® Outlook® Items Sync with Salesforce for Outlook (Retiring)
If you’re set up to sync your Outlook contacts, events, and tasks to Salesforce using the Sync All Outlook Items option in Salesforce for Outlook, you can still control which items you don’t want to sync - Delete Items Syncing with Salesforce for Outlook (Retiring)
Remove an item syncing with Salesforce for Outlook from both Salesforce and Outlook by deleting the item in one system only. Take care to give special treatment to recurring tasks and recently-updated items you want to delete.