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            Configure Event Filters for Lightning Sync and Salesforce for Outlook (Retiring)

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            Configure Event Filters for Lightning Sync and Salesforce for Outlook (Retiring)

            Specify which events 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 create, edit, or delete datasets: Sync Direction can't be Don't sync
            Important
            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, most users sync only current and future events, while some users need to also sync past events. Salesforce for Outlook syncs events based on their end dates rather than their start dates. For example, if you're syncing current and future events only, a two-day event that started yesterday still syncs.

            The Data Sets section of the Outlook Configuration detail page shows a summary of the configuration's current event filters.

            1. Define a data set for a configuration.
            2. Under Events, enter one of these filters in the Greater or equal to field.
              • TODAY—Syncs events that end on or after today. The start time is 12:00 a.m.
              • LAST MONTH—Syncs events that ended on or after the first day of last month.
              • LAST N DAYS—Syncs events that ended on or after a specified number of days ago, such as LAST 30 DAYS.
            3. 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.
            4. Save the dataset.
            Note
            Note The following items don't sync: all-day events beginning on the first day you're configured to sync, event attendees, events that have occurred in the past (unless those events fall within an event filter that you’ve set), and recurring events that are created in Lightning Experience or the Salesforce mobile app (referred to as event series). Multiday events sync as single events in either direction. Multi-day events do sync.

            See Also

             
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