---
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title: Things to Know Before Rolling Out Einstein Activity Capture
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/outlookcrm_sfo_move_replace_things_capture.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.outlookcrm_sfo_move_replace_things_capture.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 55658dfee2afb4cb17a1abe16808d0fffa319682b77d38faaaa61de6b7419161
description: 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.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# 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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein Activity Capture Standard in Sales in <strong>Starter</strong>, <strong>Pro Suite</strong>, <strong>Professional</strong>, and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with <strong>Unlimited </strong>Edition, <strong>Einstein 1 Sales Edition</strong>, and <strong>Agentforce 1 Edition</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Einstein for Sales, which is included in <strong>Einstein 1 Sales Edition</strong> and available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales Engagement, which is included with Sales in <strong>Performance</strong> and <strong>Unlimited</strong> Editions, and available for an extra cost in <strong>Professional</strong> and <strong>Enterprise</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Revenue Intelligence, which is available for an extra cost in <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/images/icon_important.png)

Important Full product retirement for Salesforce for Outlook is scheduled on January 30, 2027. See [Salesforce for Outlook Retirement](https://help.salesforce.com/s/articleView?id=000393445&type=1&mode=1&language=en_US). 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](https://help.salesforce.com/articleView?id=outlookcrm_sfo_move_parent.htm&language=en_US).

Capture functionality automatically displays relevant Outlook email, event, and contact details in Salesforce without creating records for them.

- Relevant Outlook email and events are automatically displayed on the activity timelines of related Salesforce records, and on the Salesforce calendar.
- Relevant Outlook contact data is also captured and used to create email insights and recommended connections. To get a better understanding of those features, see [What Does Einstein Activity Capture Do?](https://help.salesforce.com/articleView?id=aac_how_it_works.htm&language=en_US)

## Make Sure Your Users Are Ready to Work in Lighting Experience

Einstein Activity Capture requires Lightning Experience. Make sure you roll out Lightning Experience before you begin your migration to Einstein Activity Capture. See [How to Transition to Lightning Experience](https://help.salesforce.com/articleView?id=lex_welcome_to_lex.htm&language=en_US). However, don’t remove your sales reps’ access to Salesforce Classic just yet. Removing reps’ access to Salesforce Classic also cuts off their access to Salesforce for Outlook, which you might not be ready for. Plus, if you plan to roll out sync as well, some reps need Salesforce Classic to clean up their duplicate repeating events. We cover those details later in the rollout process.

## Enabling Capture vs. Enabling Sync

Some admins can opt to set up capture instead of sync to save on Salesforce storage, avoid sync lags for customers with lots of event and contact data, and avoid any cumbersome considerations for migrating to a new sync product. To do so, set up reps for Einstein Activity Capture, but don't create sync configurations for reps.

While it isn’t possible to turn off email capture, it is possible to set up contacts and events for sync only. To do so you must choose the Einstein Activity Capture sync direction Salesforce to Exchange for contacts or events. With that sync direction, Outlook events are no longer automatically displayed to the activity timelines of related Salesforce records or to reps’ Salesforce calendars, and Outlook contact data also stops being captured.

It’s not possible to turn off contact or event capture for the Exchange to Salesforce or Both Directions sync directions.

## Review More Considerations

Before rolling out Einstein Activity Capture, review the considerations that impact all customers. [Considerations for Setting Up Einstein Activity Capture](https://help.salesforce.com/articleView?id=aac_limitations.htm#aac_limitations_capture&language=en_US).