Before you start your move from Salesforce for Outlook to a replacement product or products, review these migration considerations and follow our recommended rollout guidelines.
- Things to Know Before Replacing the Side Panel in Salesforce for Outlook (Retiring)
If you're replacing the side panel with our next-generation product, you're setting up the Outlook Integration. Review these considerations and follow our recommended rollout guidelines. - Things to Know Before Rolling Out Einstein Activity Capture
Unlike Salesforce for Outlook, Einstein Activity Capture offers email, event, and contact capture functionality as well as contact and event sync. Before you roll out the product to your users, learn about the differences between the two, and be aware of the considerations for capture. - General Things to Know Before Replacing Your Sync Product
If you’re replacing Salesforce for Outlook sync with our next-generation products, you’re setting up Einstein Activity Capture. To avoid introducing duplicate records or missing items for sync, review these considerations before you start your migration and follow any recommended guidelines. - Things to Know Before Replacing Your Contact Sync Product
Before you move from Salesforce for Outlook to Einstein Activity Capture, review these contact sync considerations and add suggested guidelines to your migration plan. - Things to Know Before Replacing Your Event Sync Product
Before you move from Salesforce for Outlook to Einstein Activity Capture, review these event sync considerations and add suggested guidelines to your migration plan.