Discover how Einstein Activity Capture handles your event data after it’s captured.
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 We’re reorganizing the Einstein Activity Capture documentation. We’re
moving some information around, but we aren’t deleting anything.
The Einstein Activity Capture configuration settings control which data is captured from your connected account. Salesforce admins manage these settings and can learn about customization options in Set Up Einstein Activity Capture for Your Team. To learn how to use your captured data in Salesforce, read Automate Your Workflow with Einstein Activity Capture.
- Guidelines for Using Events with Einstein Activity Capture
Make sure you that understand how Einstein Activity Capture works with events. - How Events Sync with Einstein Activity Capture
Learn how Einstein Activity Capture matches your Microsoft or Google events with relevant Salesforce events, leads, and contacts. Also, learn what we do when we can’t resolve a match, which events we sync, and how often. - How Event Attendees Sync with Einstein Activity Capture
Contacts, leads, and Salesforce users sync to Microsoft or Google calendars. Events sync according to the organizer’s sync direction. - How Event Series Sync with Einstein Activity Capture
If you use Microsoft with Einstein Activity Capture, you can sync event series. There are some considerations to be aware of. - How Events Are Automatically Related to Contacts or Leads
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. - How Private Events Sync with Einstein Activity Capture
When a Salesforce admin selects to sync private events in an Einstein Activity Capture configuration, events that reps mark as private can sync between Salesforce and your Microsoft or Google calendar. When a private event syncs, it’s marked as private in both calendar applications. However, some situations aren’t supported for private events, such as attendee sync and automatically relating contacts or leads. - How to Respond to Event Invitations from Your Microsoft or Google Calendar
To avoid overwriting your attendance status when syncing with Einstein Activity Capture, consider your sync direction before you accept and decline event invitations. - Field Mappings for Event Sync
When you use Einstein Activity Capture to sync events, fields from your Salesforce events are mapped to fields in the connected Microsoft or Google account. Learn which fields sync and how they’re mapped. Plus, see which Microsoft® Exchange field mappings Salesforce admins can customize.