Manage How Microsoft® Outlook® Items Sync withSalesforce
- 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 ISelect 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. You’ll assign the category Don’t Sync with Salesforce to the items you want to prevent from syncing.
- 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. You’ll assign the category Don’t Sync with Salesforce to the items you want to prevent from syncing.
- Click Cancel.