Salesforce for Outlook (Retiring) Contact Filters

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 criteria you specify are AND based. That is, if you specify more than one criterion, the result includes only records that match all of the criteria.
• If entering a date, use the format allowed by your Locale setting. You can also use special date values like TODAY, NEXT WEEK, NEXT YEAR, LAST <number> DAYS, and so on.
• Place quotation marks around numbers or other data that includes commas. For example Amount equals "10,000" returns records that have an amount of $10,000 but Amount equals 10,000 returns $10,000 as well as $10 and $0.
• When you use the “less than,” "greater than,” “less or equal,” or “greater or equal” operators on fields that have numeric values, records with blank or “null” values are returned as if their value is zero (0).
• To limit results to records that are blank or contain “null” values for a particular field, choose the field and the “equals” or “not equal to” operators, leaving the third field blank. For example, Amount equals returns records with blank amount fields. You can search for blank values or other specified values at the same time. For example, Amount equals 1,,2 returns records where the Amount is blank or contains the value “1” or “2”. For example, if you create a workflow a filter for accounts with the criteria Annual Revenue less than 100000, account records match if their Annual Revenue is blank.
• To search for phone numbers, include the exact phone number formatting or example, Phone starts with (561).
• Separate search terms by commas to filter by more than one value. You can enter up to 80 characters, including commas and spaces. For example, to search for accounts in California, New York, or Washington, use State contains CA,NY,WA.
• When you filter on standard long text area fields, such as Description, only the first 1000 characters of the field are searched.
• 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 you need to reference user information in your contact filters, you can add these merge fields to them.