Define Matching Criteria for Salesforce for Outlook
- From Setup, enter Outlook Configurations in theQuick Find box, then select OutlookConfigurations.
- Edit a configuration, and select one of these matching criteria options under Data Settings for contacts.Most recent activity—Choose theSalesforce contact that shows the most recent activity (such as a phone callor email), as shown in the contact’s Activity History related list. Thisoption is the default matching criteria.Last updated—Choose theSalesforce contact that was most recently modified.Oldest—Choose the Salesforce contactthat has the earliest creation date.
- Most recent activity—Choose theSalesforce contact that shows the most recent activity (such as a phone callor email), as shown in the contact’s Activity History related list. Thisoption is the default matching criteria.
- Last updated—Choose theSalesforce contact that was most recently modified.
- Oldest—Choose the Salesforce contactthat has the earliest creation date.
- Click Save. All changestake effect the next time data syncs for the users in this configuration.