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).

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.

Sales Manager

Sales managers usually need to see the records they own and the records of the users who report to them. In addition, they need to see the latest contact information for anyone associated with large deals in the pipeline and any upcoming meetings that are related to these deals. They also like to have their Chatter contacts in Outlook.

Sample Outlook Configuration for Sales Managers:

Contacts
		Contacts: User's Records, User's Team's Records
		Contacts on Opportunities: User's Team's Records
		Contacts on Accounts: User's Team's Records
		Contacts in Chatter: Records User is Following
	
	Events
		Events: User's Records
			Date greater or equal TODAY
	Tasks
		Tasks: User's Records
			Date greater or equal TODAY

Sales Engineer

Sales Engineers often only need the contacts owned by them and the other members of their opportunity teams. They also want their Chatter contacts, a record of the past month's meetings, and a schedule of all future meetings.

Sample Outlook Configuration for Sales Engineers:

Contacts
		Contacts: User's Records
		Contacts on Opportunities: User's Opportunity Teams' Records
		Contacts in Chatter: Records User is Following
	
	Events
		Events: User's Records
			Date greater or equal LAST MONTH
	
	Tasks
		Tasks: User's Records
			Date greater or equal LAST MONTH

Account Executive

Account executives need to see contacts related to their accounts and opportunities. The opportunities are filtered so only contacts related to open opportunities with a probability of over 40% sync. They also like to sync their Chatter contacts, all future meetings, and all meetings from the last two months.

Sample Outlook Configuration for Account Executives:

Contacts
		Contacts on Opportunities: User's Records
			(Probability (%) greater than 40) AND (Stage not equal to Closed Won,Closed Lost
		Contacts on Accounts: User's Records
		Contacts in Chatter: Records User is Following
	
	Events
		Events: User's Records
			Date greater or equal LAST 60 DAYS
	
	Tasks
		Tasks: User's Records
			Date greater or equal LAST 60 DAYS

See Also

• Define Datasets for Salesforce for Outlook (Retiring)