---
schema_version: "1"
id: 0d0cb3039d221085d459154db9f9dedb927010767093beb5bca009f84f120dc3
title: Define Datasets for Salesforce for Outlook (Retiring)
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_config_def_data_sets.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_def_data_sets.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0484a977154146d03b309e6b4aa343070775305a20d7b84bd3aa35aa7579292a
description: Datasets consist of filters that limit what records sync. Each configuration must have a dataset in order for users to sync with Outlook.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience, if <a href="https://help.salesforce.com/articleView?id=000351596&amp;type=1&amp;mode=1&amp;language=en_US" target="_blank">Salesforce Classic is available in your org</a>.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with the purchase of Sales Cloud or Government Cloud in: <strong>Personal</strong>, <strong>Contact Manager</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d175358e92">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d175358e92 ">To view configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d175358e92 ">View Setup and Configuration</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d175358e92 ">To create, edit, or delete
              configurations:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d175358e92 ">Manage Email Client Configurations</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d175358e92 ">
              <span id="outlookcrm_config_def_data_sets__DataSetsPerm"><a name="outlookcrm_config_def_data_sets__DataSetsPerm"><!-- --></a>To create,
                edit, or delete datasets:</span>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d175358e92 ">
              <span id="outlookcrm_config_def_data_sets__NotDontSync"><a name="outlookcrm_config_def_data_sets__NotDontSync"><!-- --></a>Sync Direction can't be
                <kbd>Don't sync</kbd></span>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See [Salesforce for Outlook Retirement](https://help.salesforce.com/s/articleView?id=000393445&type=1&mode=1&language=en_US). 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](https://help.salesforce.com/articleView?id=outlookcrm_sfo_move_parent.htm&language=en_US).

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_note.png)

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.

1. From Setup, enter Outlook Configurations in the Quick Find box, then select **Outlook Configurations**.
2. Click the name of an Outlook configuration.
3. In the datasets related list, click **Edit**.
4. Specify filters.
5. To see how many items sync with the filters you’ve specified, you can check the dataset size.
6. Click **Save**.

- **[Learn about Datasets for Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_learning_about_data_sets.htm&release=264.0.0&type=5)**  
    Describes how datasets work in Salesforce for Outlook.
- **[Configure Contact Filters for Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_contact_filters.htm&release=264.0.0&type=5)**  
    Specify which contacts sync between Microsoft® Outlook® and Salesforce for your sales teams.
- **[Salesforce for Outlook (Retiring) Contact Filters](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_filter_tips.htm&release=264.0.0&type=5)**  
    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)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_event_filters.htm&release=264.0.0&type=5)**  
    Specify which events sync between Microsoft® Outlook® and Salesforce for your sales teams.
- **[Create Task Filters for Salesforce for Outlook (Retiring)](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_task_filters.htm&release=264.0.0&type=5)**  
    Specify which tasks sync between Microsoft® Outlook® and Salesforce for your sales teams.
- **[Sample Lightning Sync and Salesforce for Outlook (Retiring) Datasets](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sample_data_sets.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_test_size.htm&release=264.0.0&type=5)**  
    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.

#### See Also

- [Sample Lightning Sync and Salesforce for Outlook (Retiring) Datasets](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sample_data_sets.htm&release=264.0.0&type=5 "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).")
- [Salesforce for Outlook (Retiring) Contact Filters](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_filter_tips.htm&release=264.0.0&type=5 "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.")
- [Salesforce for Outlook (Retiring) Configurations and Email Application Publisher Layouts](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_about.htm&release=264.0.0&type=5 "To set up your Salesforce for Outlook users with the settings they need, create Outlook configurations and email application publisher layouts.")
- [Check the Size of Salesforce for Outlook (Retiring) Datasets](https://help.salesforce.com/s/articleView?id=sales.outlookcrm_config_test_size.htm&release=264.0.0&type=5 "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.")