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How to change salesforce for outlook configuration

Published 10.01.2019

I am an administrator on the account but cannot change my settings. I want the Events to be the same as the Tasks. (Yes I have tried hovering. Depending on whether your administrator lets you change your settings, customize Salesforce for Outlook to fit your specific needs. You can overwrite users' modifications any time by selecting Overwrite configuration changes made by users in a configuration. After you save the updated.

Depending on whether your administrator gave you permissions, customize which items sync between Microsoft Outlook and Salesforce, and the directions they. Outlook configurations define Salesforce for Outlook settings for reps, like which Customize the Fields That Sync Between Salesforce and Microsoft® Outlook®. After you define basic information for a Salesforce for Outlook configuration you select the Salesforce for Outlook users that the configuration's settings will apply to.

To access your Salesforce for Outlook configuration, Assigned to an active configuration. To change sync direction, Sync direction. See whether your administrator lets you add emails to Salesforce from Microsoft® Outlook®, and change your email settings based on your needs. Changing Your Salesforce for Outlook Login Information To log in to Salesforce for Outlook, Assigned to an active configuration. To change sync folders: Assigned to an active configuration. AND. Your Outlook profile set as the default in your Outlook Mail Settings.

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