Get Ready to Sync Events from Salesforce for Outlook (Retiring) Using Einstein Activity Capture

You can choose which events sync from your Microsoft® Outlook® calendar to Salesforce using Einstein Activity Capture.

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

User Permissions Needed
To sync events both ways:	Read and Edit on events AND Event sync direction set to Sync both ways in an active Einstein Activity Capture sync configuration
To sync events from Outlook to Salesforce:	Create on events AND Event sync direction set to Exchange to Salesforce in an active Einstein Activity Capture sync configuration* *If admins enable the Relate synced events to Salesforce records option in a user’s sync configuration, users should also have Read on contacts and leads to take advantage of that feature.

User Permissions Needed

To sync events both ways:

Read and Edit on events

AND

Event sync direction set to Sync both ways in an active Einstein Activity Capture sync configuration

To sync events from Outlook to Salesforce:

Create on events

AND

Event sync direction set to Exchange to Salesforce in an active Einstein Activity Capture sync configuration*

*If admins enable the Relate synced events to Salesforce records option in a user’s sync configuration, users should also have Read on contacts and leads to take advantage of that feature.

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.

If your administrator has set up Einstein Activity Capture, your events sync automatically between Outlook and Salesforce. Events sync when you create or update them. If you’ve got many events, your first sync could take some time.

Admins decide in what direction your events sync: Exchange to Salesforce, Salesforce to Exchange, or both directions. Ask your admin in which direction you’re set up to sync, so you know where to update your events.

Admins can select more settings to define your sync experience. Ask your administrator about how you’re set up to sync in these cases:

Are you syncing private events?
Are events that you delete in one calendar automatically removed from the other?
Are your events automatically related to relevant Salesforce contacts, or one relevant lead?
Are you syncing event series (repeating events created in Lightning Experience or the Salesforce mobile app)?

Prevent Personal Events from Syncing

You can prevent events from syncing with Salesforce in different ways.

Create a separate calendar in your calendar application to keep track of your personal events. Einstein Activity Capture syncs only your default Outlook calendar to Salesforce.
Exclude events from syncing based on the organizer’s or sender’s email address. See Exclude Emails and Events from Your Salesforce Activities. The excluded addresses list also prevents emails and events from being captured and added to the activity timeline of related records.
Ask your admin if your sync configuration is set to sync private events. If you’re not syncing private events, you can assign events with the Private option from your calendar application, and those events don’t sync with Salesforce.
For example, you can mark an event as private from Microsoft Outlook® like this.

Respond to Event Invitations from Outlook

Your responses to event invitations don’t sync from Salesforce to Outlook. To avoid overwriting your attendance status, learn where is best to accept and decline event invitations based on your sync direction.