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.
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 Outlook datasets: | View Setup and Configuration |
| To test Outlook datasets: | Manage Email Client Configurations |
Important Full product retirement for Salesforce for
Outlook is scheduled on January 30, 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.
- Define a dataset for a configuration.
- Under Dataset Size, click the lookup icon next to the User field.
- Select a user. To test maximum size, choose a user who owns many records, even one who isn’t currently assigned to the configuration.
- Click Get Record Count. The number of records that sync between Outlook and Salesforce for that user appear.
- Adjust the filters or selected user and retest the dataset as needed. Nothing is saved until you click Save.