1. From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
2. Create or edit a configuration, and select one of these sync directionsunder Data Settings for each object being synced.Don’t sync—Outlook and Salesforcerecords aren’t synced, and you can’t select an Outlook folder to sync within the setupwizard.Salesforce toOutlook—When data first syncs, a record in Salesforce creates or updates arecord in Outlook. During future syncs, changes made to Salesforce records appear in Outlook,regardless of whether the Outlook version of the record has changed. In addition, deleting a syncedrecord in Salesforce deletes its Outlook counterpart. Outlook changes are never sent to Salesforce.The required conflict behavior setting for this option is Salesforce alwayswins.Outlook toSalesforce—During its first sync, a record in Outlook creates or updates arecord in Salesforce. During future syncs, changes made to Outlook records appear in Salesforce,regardless of whether the Salesforce version has changed. In addition, deleting a synced record inOutlook deletes its Salesforce counterpart. Salesforce changes are never sent to Outlook. Therequired conflict behavior setting for this option is Outlook always wins.This option isn’t available for contacts.Sync bothways—When records sync, changes to Outlook and Salesforce sync between thetwo systems. If records conflict, the conflict behavior setting determineswhich record wins.
3. Don’t sync—Outlook and Salesforcerecords aren’t synced, and you can’t select an Outlook folder to sync within the setupwizard.
4. Salesforce toOutlook—When data first syncs, a record in Salesforce creates or updates arecord in Outlook. During future syncs, changes made to Salesforce records appear in Outlook,regardless of whether the Outlook version of the record has changed. In addition, deleting a syncedrecord in Salesforce deletes its Outlook counterpart. Outlook changes are never sent to Salesforce.The required conflict behavior setting for this option is Salesforce alwayswins.
5. Outlook toSalesforce—During its first sync, a record in Outlook creates or updates arecord in Salesforce. During future syncs, changes made to Outlook records appear in Salesforce,regardless of whether the Salesforce version has changed. In addition, deleting a synced record inOutlook deletes its Salesforce counterpart. Salesforce changes are never sent to Outlook. Therequired conflict behavior setting for this option is Outlook always wins.This option isn’t available for contacts.
6. Sync bothways—When records sync, changes to Outlook and Salesforce sync between thetwo systems. If records conflict, the conflict behavior setting determineswhich record wins.
7. Click Save. All changestake effect the next time data syncs for the users in this configuration.
8. Define a data set for each object that has a sync direction.