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Define Datasets for Salesforce for Outlook (Retiring)
Datasets consist of filters that limit what records sync. Each configuration must have a dataset in order for users to sync with Outlook.
Required Editions
| Available in: Salesforce Classic |
| Available in: Lightning Experience, if Salesforce Classic is available in your org. |
| Available with the purchase of Sales Cloud or Government Cloud in: Personal, Contact Manager, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
Important Full product retirement for Salesforce for
Outlook is scheduled for December 2027. See Salesforce for Outlook Retirement. To keep
integrating Microsoft Outlook with Salesforce, check out our next-generation products: the
Outlook integration and Einstein Activity Capture. See Move from
Salesforce for Outlook (Retiring) to the Next-Generation Products.
The Outlook Configuration detail page shows a summary of the configuration's current filters.
- From Setup, enter Outlook Configurations in the Quick Find box, then select Outlook Configurations.
- Click the name of an Outlook configuration.
- In the datasets related list, click Edit.
- Specify filters.
- To see how many items sync with the filters you’ve specified, you can check the dataset size.
- Click Save.
- Learn about Datasets for Salesforce for Outlook (Retiring)
Describes how datasets work in Salesforce for Outlook. - Configure Contact Filters for Salesforce for Outlook (Retiring)
Specify which contacts sync between Microsoft® Outlook® and Salesforce for your sales teams. - Salesforce for Outlook (Retiring) Contact Filters
Contact filters control the number of records that Salesforce for Outlook users can sync between Outlook and Salesforce. Review these tips when using contact filters. - Configure Event Filters for Lightning Sync and Salesforce for Outlook (Retiring)
Specify which events sync between Microsoft® Outlook® and Salesforce for your sales teams. - Create Task Filters for Salesforce for Outlook (Retiring)
Specify which tasks sync between Microsoft® Outlook® and Salesforce for your sales teams. - Sample Lightning Sync and Salesforce for Outlook (Retiring) Datasets
Because users with the same role usually have similar data sync requirements, many administrators create sync configurations based on the positions in their organization. The following sample datasets are for common Salesforce groups. Your Salesforce for Outlook and Lightning Sync users have unique needs, but you can use these examples as a reference to help you get started creating Outlook configurations (for Salesforce for Outlook users) and Lightning Sync configurations (for Lightning Sync users). - Check the Size of Salesforce for Outlook (Retiring) Datasets
You can use the Get Record Count button to check how many records sync for a sample Salesforce for Outlook user based on the configuration's filters. If the numbers are too high or low, you can adjust the filters and check the size again. The maximum record count is 5000 per object.
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