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Configure Contact Filters for Salesforce for Outlook (Retiring)
Specify which contacts sync between Microsoft® Outlook® and Salesforce for your sales teams.
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 |
| User Permissions Needed | |
|---|---|
| To view configurations: | View Setup and Configuration |
| To create, edit, or delete configurations: | Manage Email Client Configurations |
| To filter contacts by opportunity teams: | Opportunity Team Selling |
| To filter contacts by account teams: | Account Teams |
| To create, edit, or delete datasets : | Sync Direction can't be Don't sync |
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.
Datasets consist of filters that limit what records sync. For example, you want to let certain users sync all contacts, but let other users sync only contacts related to their opportunity teams. In addition, you can filter by the fields in the records, such as letting users sync only contacts related to specific accounts and opportunities.
The Outlook Configuration detail page shows a summary of the configuration's current filters.
Note If your company uses Platform
Encryption, you can’t set filters on fields you encrypted.
Otherwise, Salesforce for Outlook can’t sync contacts, events, or
tasks for users assigned to that configuration.
- Define a data set for a configuration.
- Under Filter By Record Ownership, specify the contacts users can sync.
-
If you choose Selected Contacts, you can
further limit which contacts users sync.
For To allow users to sync Select Contacts All contacts that they own User's Records All contacts they and their subordinates in the role hierarchy own User's Team's Records Contacts on Opportunities Contacts related to their opportunities User's Records Contacts related to opportunities that they and their subordinates in the role hierarchy own User's Team's Records Contacts related to opportunities of which they are members of opportunity teams, but not opportunities that users own User's Opportunity Teams' Records Contacts on Accounts Contacts related to their accounts User's Records Contacts related to accounts they and their subordinates in the role hierarchy own User's Team's Records Contacts related to accounts of which they are a team member, but not accounts that users own User's Account Teams' Records -
Under Filter By Additional Objects and Fields, add the
field-level filters you need.
- Select an object and a field within that object.
- Select the correct filter operator.
- Enter a value for the selected field.
- To add a filter, click Add Row; to delete the last one in the list, click Remove Row.
- Under Other Contacts to Include, you can choose to have Chatter contacts automatically sync for users of this configuration. To do this, select Sync contacts users follow in Chatter.
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