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Syncing Salesforce for Outlook

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This article illustrates how to sync Salesforce for Outlook.

Salesforce for Outlook offers a seamless sync experience, where data syncs automatically without interrupting your work.  Here are some guidelines to keep in mind as you sync data with Salesforce for Outlook.

  • Salesforce for Outlook uses Outlook folders to limit which records sync with Salesforce.  Before you complete the Salesforce for Outlook setup wizard, make sure the folders you want to sync contain the right records.  If you're syncing both ways or syncing Outlook to Salesforce, moving a record out of a synced Outlook folder deletes that record in Salesforce.  If you're syncing both ways or syncing Salesforce for Outlook, removing a record from Salesforce deletes that record in Outlook.
  • Your data syncs automatically after you set up Salesforce for Outlook.
  • During active use, all updates sync automatically every ten minutes.  If we detect no keyboard or mouse activity for 30 minutes, we change the sync frequency to 30 minutes.  After two hours of inactivity. we sync hourly, and after four hours, we sync every four hours.
  • You can force a sync at any time by right-clicking the system tray icon and clicking Sync | Sync Now.
  • Your Outlook configuration defines which items are set to sync, which direction the data flows between Outlook and Salesforce, and what happens when data conflicts.
  • Outlook and Salesforce must be configured to sync before you can see the Sync | Sync Now menu item.
  • If data is undeleted in Salesforce or becomes available due to a change in sharing permissions, it will show up in Outlook within 24 hours or when you manually sync from the system tray.

For additional Information SEE Force.com's documentation: 

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