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
|
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
