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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

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
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.
  1. In Outlook, select the contacts, events, and tasks you want to prevent from syncing.
  2. On the Outlook ribbon, click Categorize.
  3. Select the category Don’t Sync with Salesforce.
    The items you categorized will stop syncing after the next sync cycle.