--- schema_version: "1" id: c5a0358955a71f18cade50a45a1e4d39659b3088d0c2a12bbc82e08826d94615 title: Access Salesforce for Outlook Settings and Tools (Retiring) collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_system_tray.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_system_tray.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: d21961d10e0e34eb720aa825cad5cf5365bc5c005a2f17e37ffa4568001569ef description: Access Salesforce for Outlook settings and tools through the system tray application. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Access Salesforce for Outlook Settings and Tools (Retiring) Access Salesforce for Outlook settings and tools through the system tray application. ### 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](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). After you install Salesforce for Outlook, an icon ![Salesforce CRM for Outlook system tray icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/outlookcrm_sync_on.gif) appears in your Microsoft® Windows system tray. ![Salesforce for Outlook System Tray](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/sfo_sys_tray.png) From the system tray icon, you can: - [Sync Outlook and Salesforce items](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sync.htm&release=264.0.0&type=5 "Stop duplicating your contacts, events, and tasks in Outlook and Salesforce and start syncing between the two systems with Salesforce for Outlook.") - [View your sync log](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_log.htm&release=264.0.0&type=5 "The sync log records troubleshooting information for Salesforce for Outlook, including the number of records that had errors and the number of records that were created, updated, or deleted during sync.") - [Resolve your unresolved synced items](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_unresolved_items.htm&release=264.0.0&type=5 "Einstein Activity Capture, Lightning Sync, Salesforce for Outlook (Retiring), and Email to Salesforce let you integrate the work you do from your email and calendar applications with Salesforce. Microsoft or Google items that aren’t automatically associated with Salesforce records appear in My Unresolved Items. Sales reps can review the unresolved items and associate them manually.") - [Manage your Salesforce for Outlook 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.") - [Manage which Outlook items sync with Salesforce](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sync_categories.htm&release=264.0.0&type=5 "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.") - [Change your login information](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_settings.htm&release=264.0.0&type=5 "If your Salesforce username or password changes, you need to update your login information in Salesforce for Outlook.") - [Hide alerts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_alerts.htm&release=264.0.0&type=5 "If you don’t want to see system tray alerts for sync and other errors, you can hide them.") - [View errors](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_errors.htm&release=264.0.0&type=5 "Whenever Salesforce for Outlook has problems syncing your data, the system tray icon changes to an error icon, and the status text at the top of the system tray shortcut menu displays the number of errors.") - [Change your sync folders](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_change_folders.htm&release=264.0.0&type=5 "If you want to sync contacts, events, and tasks between Microsoft® Outlook® and Salesforce, you can set up Salesforce for Outlook to sync items in the Outlook folders of your choice.") - Access the Salesforce for Outlook online help Access the System Tray Application - If you don't see the icon, restart the application by double-clicking the Salesforce for Outlook shortcut on your desktop or the application in your computer's Programs directory (**Start** | **All Programs** | **salesforce.com** | **Salesforce for Outlook**). - If the icon is disabled (![Salesforce CRM for Outlook system tray icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/outlookcrm/outlookcrm_sync_off.gif)), you need to start Outlook. - If you don’t see the icon, click the arrow next to the system tray and drag the Salesforce for Outlook icon to the system tray. - **[View the Salesforce for Outlook (Retiring) Sync Log](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_log.htm&release=264.0.0&type=5)** The sync log records troubleshooting information for Salesforce for Outlook, including the number of records that had errors and the number of records that were created, updated, or deleted during sync. - **[Change Your Salesforce for Outlook (Retiring) Login Information](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_settings.htm&release=264.0.0&type=5)** If your Salesforce username or password changes, you need to update your login information in Salesforce for Outlook. - **[Change Your Salesforce for Outlook (Retiring) Sync Folders](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_change_folders.htm&release=264.0.0&type=5)** If you want to sync contacts, events, and tasks between Microsoft® Outlook® and Salesforce, you can set up Salesforce for Outlook to sync items in the Outlook folders of your choice. - **[Hide Salesforce for Outlook (Retiring) Alerts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_alerts.htm&release=264.0.0&type=5)** If you don’t want to see system tray alerts for sync and other errors, you can hide them. - **[View Salesforce for Outlook (Retiring) Errors](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_errors.htm&release=264.0.0&type=5)** Whenever Salesforce for Outlook has problems syncing your data, the system tray icon changes to an error icon, and the status text at the top of the system tray shortcut menu displays the number of errors. - **[Remove Customer Data from Your Salesforce for Outlook (Retiring) Logs](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_remove_logs.htm&release=264.0.0&type=5)** If you’re required to delete customer data from Salesforce, in addition to removing records, you’re required to delete the Salesforce for Outlook logs saved to your computer.