How Salesforce Manages Sync Conflicts Between Products

Conflicts Between Einstein Activity Capture and Lightning Sync

You can’t enable both of these products simultaneously in the same Salesforce org.

Sync Conflicts Between Salesforce for Outlook and Either Einstein Activity Capture or Lightning Sync

We recommend deactivating Salesforce for Outlook configurations before activating Einstein Activity Capture or Lightning Sync configurations that include the same users to sync. Though Salesforce manages some configuration conflicts between products, this best practice prevents you from creating complicated sync configurations that can become difficult to manage later.

Note You can add the same users to Salesforce for Outlook configurations and to Einstein Activity Capture configurations with settings enabled for capture only. Using these features simultaneously doesn’t present conflicts for users.

Salesforce gives sync preference to objects syncing with Einstein Activity Capture or Lightning Sync. However, because Salesforce gives preference by object, not by configuration type, either or both features can sync your reps’ Microsoft® items.

For example, let’s say that a user is assigned to sync contacts, events, and tasks in a Salesforce for Outlook configuration and to sync contacts and events in an Einstein Activity Capture configuration. The users’ tasks sync with Salesforce for Outlook, and the users’ contacts and events sync with Einstein Activity Capture.

If you don’t deactivate Salesforce for Outlook configurations first, you can accidentally disable sync or create difficulties with your Salesforce for Outlook migration.