--- schema_version: "1" id: 0214d1362ca486ba7f356e0dbbfb3e441c36945f644f2e97caf874d3019989f1 title: Guidelines for Using Events with Einstein Activity Capture collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/aac_event_considerations.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.aac_event_considerations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: b892f3ca19103795ef60ec1a5e9e1fe47667ead586a74844283a910ababecb91 description: Make sure you that understand how Einstein Activity Capture works with events. products: - Sales Cloud - Cross Cloud - Service Cloud Voice release: "264" --- # Guidelines for Using Events with Einstein Activity Capture Make sure you that understand how Einstein Activity Capture works with events. ### Required Editions
Available in: Lightning Experience
Available with Einstein Activity Capture Standard in Sales in Starter, Pro Suite, Professional, and Enterprise Editions
Available with Unlimited Edition, Einstein 1 Sales Edition, and Agentforce 1 Edition
Available with Einstein for Sales, which is included in Einstein 1 Sales Edition and available for an extra cost in Enterprise and Unlimited Editions
Available with Sales Engagement, which is included with Sales in Performance and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions
Available with Revenue Intelligence, which is available for an extra cost in Enterprise and Unlimited Editions
![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 We’re reorganizing the Einstein Activity Capture documentation. We’re moving some information around, but we aren’t deleting anything. ## General - Events are synced between Salesforce and a user’s connected Microsoft or Google account. The time it takes to sync a calendar event can vary depending on the sync direction and data traffic. For guidelines and best practices, see [How Einstein Activity Capture Works](https://help.salesforce.com/s/articleView?id=sales.aac_how_it_works.htm&release=264.0.0&type=5 "Einstein Activity Capture captures or syncs email and event data, including participants, from the connected Microsoft or Google account and stores it in Salesforce. Understand at a high-level the relationship between your Microsoft or Google account data and how it connects to and powers your Salesforce data and features."). - When events move from the connected account to Salesforce, they become Salesforce records and appear on the My Events calendar in Salesforce. The events are available in standard reporting and the Salesforce Platform. Your [Salesforce sharing settings](https://help.salesforce.com/s/articleView?id=platform.managing_the_sharing_model.htm&type=5&language=en_US) control which users have access to event records. - For the most control over which event data moves to Salesforce, [create a configuration](https://help.salesforce.com/s/articleView?id=sales.aac_setup_create_configuration.htm&type=5&language=en_US) with events enabled. - Before you turn on a configuration with events enabled, ask your users to [prepare events that they don’t want to sync](https://help.salesforce.com/s/articleView?id=sales.aac_event_sync_prepare.htm&release=264.0.0&type=5 "If your Salesforce admin configured Einstein Activity Capture to sync events, review our suggestions for making sure it works the way you want."). - Event attachments don’t sync between Microsoft Exchange or Google and Salesforce. - Formatted text in an event’s description, such as text color and paragraph style, doesn’t sync between Microsoft Exchange or Google and Salesforce. If users are set up to sync both ways, plain text replaces formatted text in the event description when an event syncs back to the connected account. - Events created by using Bookings with Me in Outlook don’t sync between Microsoft and Salesforce. - When a user connects a Microsoft or Google account to Salesforce, events on or after that date sync to Salesforce. To change the event sync start date, adjust the filter by end date within the Einstein Activity Capture configuration. You can also adjust this date later in the Advanced Settings tab. The new end date filter value won't refetch events for users who already have a connected account. However, any new or updated events in the past, within the filter range, can sync. There's no initial outbound sync from Salesforce to Exchange or Google when a user onboards to Einstein Activity Capture. - If a Google or Microsoft event started two or more days ago, changes to the event aren’t synced to Salesforce. - All-day events sync from Microsoft to Salesforce as 24-hour events. ## Event Organizers and Attendees - Einstein Activity Capture syncs any combination of users, contacts, and leads up to 50 attendees per event. Track events with more than 50 attendees, such as webinars or large-scale meetings, directly from your external calendar or by using alternative tracking tools. - If an event organizer creates an event in Salesforce, they can only invite attendees who are Salesforce users, contacts, or leads. Event organizers must invite other attendees from their external calendar. - If an event organizer is set up to sync events from an external calendar to Salesforce or both ways, attendees are removed from events when a user changes or removes the attendee’s connected email address. - If a user removes an attendee from an event, the attendee remains invited if the organizer replaces the email address on the external calendar event with an address that doesn’t match the original Salesforce user, contact, or lead. The attendee also remains invited if a user adds an email address that matches a record with the attendee's email address in a custom email field to the external calendar event. - If an event organizer isn’t set up to sync events or is set up to sync after attendees, attendees who are set up to sync events experience unexpected sync behavior. - If syncing events from your account into Salesforce (inbound sync), individual members of a distribution list aren’t synced as event attendees. ## Activity Timeline - Events that include Einstein Activity Capture users are added to the activity timeline of related account, contact, and lead records. To show event data on the activity timeline, assign users to an Einstein Activity Capture configuration. Users see events as records when you select the [Relate synced events to Salesforce records](https://help.salesforce.com/s/articleView?id=sales.aac_event_sync_auto_relate.htm&release=264.0.0&type=5 "Einstein Activity Capture can automatically relate synced Microsoft or Google events to relevant contacts or leads in Salesforce. Learn how that feature works, and how it interacts with other Salesforce options.") option in your configurations’ advanced settings. - If you use Google Workspace, event series don’t appear on the activity timeline. - The Only Show Events That Are Salesforce Records setting in the Einstein Activity Capture settings controls which events appear on the activity timeline of related records. If you started using Einstein Activity Capture before Spring ’23 and have the setting turned off, you can see the Only Show Events That Are Salesforce Records setting. We recommend that you create a configuration with events enabled and turn on the setting. That way, all events on the activity timeline are available in standard reports and powerful Salesforce Platform capabilities. When the Only Show Events That Are Salesforce Records setting is off: - Events that include Einstein Activity Capture users are added to the activity timeline of related account, contact, lead, opportunity, contract, and quote records. But the events on the activity timeline aren’t Salesforce records unless you select the [Relate synced events to Salesforce records](https://help.salesforce.com/s/articleView?id=sales.aac_event_sync_auto_relate.htm&release=264.0.0&type=5 "Einstein Activity Capture can automatically relate synced Microsoft or Google events to relevant contacts or leads in Salesforce. Learn how that feature works, and how it interacts with other Salesforce options.") option from a configuration’s advanced sync settings. Only events that are Salesforce records are available in standard reports and other Salesforce Platform capabilities. - All-day events on the event detail page are shown as occurring from midnight to midnight in Greenwich Mean Time (GMT). - When a user is added to an Einstein Activity Capture configuration with events enabled, up to 180 days of past event data is backfilled to their activity timeline. #### See Also - [Automate Your Workflow with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_use_eac.htm&release=264.0.0&type=5 "Einstein Activity Capture reduces manual data entry and provides a complete view of your relationship history. Connect your Microsoft or Google account to Salesforce to capture emails and calendar events and relate them to your sales records automatically. Manage your privacy settings to control how activity data appears to teammates while ensuring customer interactions remain current.") - [Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.einstein_sales_aac.htm&release=264.0.0&type=5 "Eliminate manual data entry and transform a list of engagements into action. Einstein Activity Capture syncs your Microsoft or Google account with Salesforce, linking email and calendar activities to the relevant contacts, leads, and opportunities. Einstein Activity Capture gives your team and AI agents the critical context needed to make their next move.") - [How Event Attendees Sync with Einstein Activity Capture](https://help.salesforce.com/s/articleView?id=sales.aac_event_sync_attendees.htm&release=264.0.0&type=5 "Contacts, leads, and Salesforce users sync to Microsoft or Google calendars. Events sync according to the organizer’s sync direction.") - [_Knowledge Article_: Unable to report on the 'Type' field for Activities or Events in Salesforce](https://help.salesforce.com/s/articleView?id=000394194&type=1&language=en_US)